A detailed history of Keystone Financial Group transactions in Welltower Inc. stock. As of the latest transaction made, Keystone Financial Group holds 2,910 shares of WELL stock, worth $387,815. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,910
Previous 2,946 1.22%
Holding current value
$387,815
Previous $275,000 10.18%
% of portfolio
0.11%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$88.31 - $105.01 $3,179 - $3,780
-36 Reduced 1.22%
2,910 $303,000
Q1 2024

May 08, 2024

BUY
$86.51 - $94.25 $22,925 - $24,976
265 Added 9.88%
2,946 $275,000
Q2 2023

Aug 07, 2023

BUY
$70.38 - $81.95 $188,688 - $219,707
2,681 New
2,681 $216,000
Q3 2021

Nov 12, 2021

BUY
$82.4 - $89.68 $13,019 - $14,169
158 Added 5.63%
2,966 $244,000
Q2 2021

Aug 13, 2021

SELL
$71.04 - $84.02 $16,339 - $19,324
-230 Reduced 7.57%
2,808 $233,000
Q1 2021

May 11, 2021

SELL
$59.79 - $74.55 $21,823 - $27,210
-365 Reduced 10.73%
3,038 $218,000
Q4 2020

Feb 10, 2021

SELL
$52.26 - $67.84 $2,508 - $3,256
-48 Reduced 1.39%
3,403 $220,000
Q3 2019

Nov 07, 2019

BUY
$81.74 - $92.46 $11,034 - $12,482
135 Added 4.07%
3,451 $313,000
Q2 2019

Aug 07, 2019

BUY
$71.76 - $84.63 $4,664 - $5,500
65 Added 2.0%
3,316 $270,000
Q1 2019

May 07, 2019

BUY
$67.29 - $78.72 $218,759 - $255,918
3,251 New
3,251 $252,000

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 $61.8B
  • 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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