A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Welltower Inc. stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 2,310 shares of WELL stock, worth $292,422. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,310
Previous 2,310 -0.0%
Holding current value
$292,422
Previous $240,000 22.92%
% of portfolio
0.06%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024

BUY
$79.31 - $91.87 $183,206 - $212,219
2,310 New
2,310 $208,000
Q2 2022

Jul 13, 2022

SELL
$77.45 - $97.82 $173,100 - $218,627
-2,235 Closed
0 $0
Q1 2022

May 02, 2022

BUY
$79.67 - $98.31 $178,062 - $219,722
2,235 New
2,235 $215,000
Q4 2019

Jan 23, 2020

SELL
$77.4 - $92.21 $172,989 - $206,089
-2,235 Closed
0 $0
Q3 2019

Nov 05, 2019

BUY
$81.74 - $92.46 $182,688 - $206,648
2,235 New
2,235 $203,000

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 $58.7B
  • 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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