Kestra Private Wealth Services, LLC Welltower Inc. Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
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 33,079 shares of WELL stock, worth $6.41 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
33,079
Previous 33,069
0.03%
Holding current value
$6.41 Million
Previous $5.08 Million
15.92%
% of portfolio
0.08%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding WELL
# of Institutions
1,496Shares 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...