A detailed history of Moran Wealth Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Moran Wealth Management, LLC holds 21,762 shares of WELL stock, worth $2.94 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
21,762
Previous 22,598 3.7%
Holding current value
$2.94 Million
Previous $2.11 Million 7.44%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Aug 13, 2024

SELL
$88.31 - $105.01 $73,827 - $87,788
-836 Reduced 3.7%
21,762 $2.27 Million
Q1 2024

May 15, 2024

BUY
$86.51 - $94.25 $295,950 - $322,429
3,421 Added 17.84%
22,598 $2.11 Million
Q4 2023

Feb 07, 2024

BUY
$79.31 - $91.87 $1.52 Million - $1.76 Million
19,177 New
19,177 $1.73 Million
Q2 2023

Aug 10, 2023

BUY
$70.38 - $81.95 $91,845 - $106,944
1,305 Added 2.83%
47,363 $3.83 Million
Q1 2023

May 10, 2023

BUY
$65.76 - $78.05 $3.03 Million - $3.59 Million
46,058 New
46,058 $3.3 Million

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 $62.5B
  • 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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