A detailed history of Vert Asset Management LLC transactions in Welltower Inc. stock. As of the latest transaction made, Vert Asset Management LLC holds 180,451 shares of WELL stock, worth $22.6 Million. This represents 8.03% of its overall portfolio holdings.

Number of Shares
180,451
Previous 179,633 0.46%
Holding current value
$22.6 Million
Previous $18.7 Million 23.34%
% of portfolio
8.03%
Previous 7.47%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$104.0 - $129.74 $85,072 - $106,127
818 Added 0.46%
180,451 $23.1 Million
Q2 2024

Jul 17, 2024

SELL
$88.31 - $105.01 $302,020 - $359,134
-3,420 Reduced 1.87%
179,633 $18.7 Million
Q1 2024

Apr 15, 2024

SELL
$86.51 - $94.25 $307,283 - $334,776
-3,552 Reduced 1.9%
183,053 $17.1 Million
Q4 2023

Jan 17, 2024

BUY
$79.31 - $91.87 $104,371 - $120,900
1,316 Added 0.71%
186,605 $16.8 Million
Q3 2023

Oct 24, 2023

BUY
$78.6 - $85.47 $709,286 - $771,281
9,024 Added 5.12%
185,289 $15.2 Million
Q2 2023

Jul 18, 2023

BUY
$70.38 - $81.95 $386,667 - $450,233
5,494 Added 3.22%
176,265 $14.3 Million
Q1 2023

May 12, 2023

BUY
$65.76 - $78.05 $4.3 Million - $5.1 Million
65,344 Added 61.98%
170,771 $12.2 Million
Q4 2022

Feb 13, 2023

BUY
$57.37 - $71.58 $273,368 - $341,078
4,765 Added 4.73%
105,427 $6.91 Million
Q3 2022

Nov 14, 2022

BUY
$63.33 - $86.34 $774,082 - $1.06 Million
12,223 Added 13.82%
100,662 $6.48 Million
Q2 2022

Aug 15, 2022

BUY
$77.45 - $97.82 $552,141 - $697,358
7,129 Added 8.77%
88,439 $7.28 Million
Q1 2022

May 16, 2022

BUY
$79.67 - $98.31 $741,648 - $915,167
9,309 Added 12.93%
81,310 $7.82 Million
Q4 2021

Feb 11, 2022

BUY
$79.36 - $87.07 $5.71 Million - $6.27 Million
72,001 New
72,001 $6.18 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 $57.9B
  • 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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