A detailed history of Cassady Schiller Wealth Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 25 shares of WELL stock, worth $3,793. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25
Holding current value
$3,793
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025

BUY
$123.11 - $139.3 $3,077 - $3,482
25 New
25 $3,000
Q1 2022

May 12, 2022

SELL
$79.67 - $98.31 $1,115 - $1,376
-14 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$79.36 - $87.07 $1,111 - $1,218
14 New
14 $1,000

Others Institutions Holding WELL

About WELLTOWER INC.


  • Ticker WELL
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 463,369,984
  • Market Cap $70.3B
  • 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...
More about WELL
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