Summit Financial, LLC Welltower Inc. Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
A detailed history of Summit Financial, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Summit Financial, LLC holds 5,914 shares of WELL stock, worth $1.15 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,914
Previous 5,811
1.77%
Holding current value
$1.15 Million
Previous $893,000
17.92%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding WELL
# of Institutions
1,496Shares Held
597MCall Options Held
1.31MPut Options Held
1.24M-
Vanguard Group Inc Valley Forge, PA89.8MShares$17.4 Billion0.25% 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...