A detailed history of Drake & Associates, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Drake & Associates, LLC holds 16,299 shares of WELL stock, worth $3.16 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
16,299
Previous 19,245 15.31%
Holding current value
$3.16 Million
Previous $2.96 Million 1.86%
% of portfolio
0.64%
Previous 0.73%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

SELL
$150.71 - $178.14 $443,991 - $524,800
-2,946 Reduced 15.31%
16,299 $2.9 Million
Q2 2025

Jul 22, 2025

BUY
$136.49 - $155.22 $822,898 - $935,821
6,029 Added 45.62%
19,245 $2.96 Million
Q1 2025

Apr 29, 2025

BUY
$124.05 - $156.86 $326,623 - $413,012
2,633 Added 24.88%
13,216 $2.02 Million
Q4 2024

Feb 10, 2025

BUY
$123.11 - $139.3 $690,893 - $781,751
5,612 Added 112.89%
10,583 $1.33 Million
Q3 2024

Oct 16, 2024

SELL
$104.0 - $129.74 $27,248 - $33,991
-262 Reduced 5.01%
4,971 $636,000
Q2 2024

Aug 05, 2024

BUY
$88.31 - $105.01 $25,521 - $30,347
289 Added 5.85%
5,233 $545,000
Q1 2024

May 09, 2024

SELL
$86.51 - $94.25 $173 - $188
-2 Reduced 0.04%
4,944 $461,000
Q4 2023

Jan 30, 2024

BUY
$79.31 - $91.87 $392,267 - $454,389
4,946 New
4,946 $445,000

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 $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...
More about WELL
Track This Portfolio

Track Drake & Associates, LLC Portfolio

Follow Drake & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Drake & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Drake & Associates, LLC with notifications on news.