Soa Wealth Advisors, Llc. Welltower Inc. Transaction History
Soa Wealth Advisors, Llc.
- $944 Million
- Q4 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Welltower Inc. stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 10,376 shares of WELL stock, worth $2.01 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
10,376
Previous 10,376
-0.0%
Holding current value
$2.01 Million
Previous $1.85 Million
8.82%
% of portfolio
0.21%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding WELL
# of Institutions
1,518Shares Held
598MCall Options Held
1.31MPut Options Held
1.24M-
Vanguard Group Inc Valley Forge, PA92.4MShares$17.9 Billion0.27% 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...