A detailed history of Kestra Private Wealth Services, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 25,923 shares of WELL stock, worth $3.54 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
25,923
Previous 25,203 2.86%
Holding current value
$3.54 Million
Previous $3.23 Million 1.3%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jan 28, 2025

BUY
$123.11 - $139.3 $88,639 - $100,296
720 Added 2.86%
25,923 $3.27 Million
Q3 2024

Nov 13, 2024

SELL
$104.0 - $129.74 $170,248 - $212,384
-1,637 Reduced 6.1%
25,203 $3.23 Million
Q2 2024

Aug 12, 2024

BUY
$88.31 - $105.01 $525,091 - $624,389
5,946 Added 28.46%
26,840 $2.8 Million
Q1 2024

May 02, 2024

BUY
$86.51 - $94.25 $1.81 Million - $1.97 Million
20,894 New
20,894 $1.95 Million
Q3 2023

Nov 07, 2023

BUY
$78.6 - $85.47 $346,547 - $376,837
4,409 New
4,409 $361,000
Q4 2020

Jan 21, 2021

SELL
$52.26 - $67.84 $412,122 - $534,986
-7,886 Closed
0 $0
Q3 2020

Nov 09, 2020

BUY
$49.2 - $61.12 $387,991 - $481,992
7,886 New
7,886 $434,000

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 $63.2B
  • 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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