A detailed history of Horizon Financial Services, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Horizon Financial Services, LLC holds 17 shares of WELL stock, worth $3,294. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17
Previous 13 30.77%
Holding current value
$3,294
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

BUY
$165.94 - $193.82 $663 - $775
4 Added 30.77%
17 $3,000
Q3 2025

Nov 12, 2025

BUY
$150.71 - $178.14 $1,959 - $2,315
13 New
13 $2,000
Q1 2022

Apr 27, 2022

SELL
$79.67 - $98.31 $1,991 - $2,457
-25 Closed
0 $0
Q1 2021

Apr 21, 2021

SELL
$59.79 - $74.55 $21,345 - $26,614
-357 Reduced 93.46%
25 $2,000
Q3 2020

Nov 13, 2020

BUY
$49.2 - $61.12 $18,794 - $23,347
382 New
382 $21,000

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
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