Capstone Wealth Management Group, LLC Welltower Inc. Transaction History
Capstone Wealth Management Group, LLC
- $236 Million
- Q3 2025
A detailed history of Capstone Wealth Management Group, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 1,439 shares of WELL stock, worth $278,906. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,439
Previous 1,343
7.15%
Holding current value
$278,906
Previous $206,000
24.27%
% of portfolio
0.11%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding WELL
# of Institutions
1,495Shares Held
597MCall Options Held
1.31MPut Options Held
1.24M-
Vanguard Group Inc Valley Forge, PA89.8MShares$17.4 Billion0.25% of portfolio
-
Black Rock Inc. New York, NY59MShares$11.4 Billion0.14% of portfolio
-
Capital International Investors Los Angeles, CA46.5MShares$9.02 Billion1.4% of portfolio
-
State Street Corp Boston, MA41.3MShares$8 Billion0.26% of portfolio
-
Cohen & Steers, Inc. New York, NY33.6MShares$6.51 Billion10.79% of portfolio
About WELLTOWER INC.
- Ticker WELL
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Healthcare Facilities
- Shares Outstandng 463,369,984
- Market Cap $89.8B
- Description
- Welltower Inc. (NYSE:WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve peopl...