Transform Wealth, LLC Welltower Inc. Transaction History
Transform Wealth, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Transform Wealth, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Transform Wealth, LLC holds 90,078 shares of WELL stock, worth $12.5 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
90,078
Previous 80,863
11.4%
Holding current value
$12.5 Million
Previous $8.43 Million
36.78%
% of portfolio
0.79%
Previous 0.64%
Shares
7 transactions
Others Institutions Holding WELL
# of Institutions
1,107Shares Held
572MCall Options Held
951KPut Options Held
1.54M-
Vanguard Group Inc Valley Forge, PA94.4MShares$13.1 Billion0.19% of portfolio
-
Black Rock Inc. New York, NY59MShares$8.17 Billion0.14% of portfolio
-
Cohen & Steers, Inc. New York, NY38.9MShares$5.39 Billion8.5% of portfolio
-
Capital International Investors Los Angeles, CA35.9MShares$4.98 Billion0.79% of portfolio
-
State Street Corp Boston, MA35.6MShares$4.93 Billion0.16% of portfolio
About WELLTOWER INC.
- Ticker WELL
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Healthcare Facilities
- Shares Outstandng 463,369,984
- Market Cap $64.2B
- 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...