A detailed history of Monument Capital Management transactions in Welltower Inc. stock. As of the latest transaction made, Monument Capital Management holds 3,921 shares of WELL stock, worth $535,138. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,921
Previous 4,045 3.07%
Holding current value
$535,138
Previous $517,000 4.45%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jan 30, 2025

SELL
$123.11 - $139.3 $15,265 - $17,273
-124 Reduced 3.07%
3,921 $494,000
Q3 2024

Oct 15, 2024

SELL
$104.0 - $129.74 $38,064 - $47,484
-366 Reduced 8.3%
4,045 $517,000
Q2 2024

Jul 19, 2024

SELL
$88.31 - $105.01 $22,960 - $27,302
-260 Reduced 5.57%
4,411 $459,000
Q1 2024

Apr 18, 2024

SELL
$86.51 - $94.25 $17,388 - $18,944
-201 Reduced 4.13%
4,671 $436,000
Q4 2023

Feb 01, 2024

SELL
$79.31 - $91.87 $20,937 - $24,253
-264 Reduced 5.14%
4,872 $439,000
Q3 2023

Oct 25, 2023

BUY
$78.6 - $85.47 $403,689 - $438,973
5,136 New
5,136 $420,000

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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