A detailed history of Walter & Keenan Wealth Management LLC transactions in Welltower Inc. stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 1,613 shares of WELL stock, worth $203,867. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,613
Holding current value
$203,867
% of portfolio
0.06%

Shares

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

Oct 25, 2024

BUY
$104.0 - $129.74 $167,752 - $209,270
1,613 New
1,613 $206,000
Q2 2023

Jul 28, 2023

BUY
$70.38 - $81.95 $177,357 - $206,514
2,520 New
2,520 $203,000
Q3 2021

Oct 18, 2021

BUY
$82.4 - $89.68 $204,681 - $222,765
2,484 New
2,484 $205,000
Q4 2020

Jan 28, 2021

SELL
$52.26 - $67.84 $329,238 - $427,392
-6,300 Closed
0 $0
Q3 2020

Oct 27, 2020

SELL
$49.2 - $61.12 $282,900 - $351,440
-5,750 Reduced 47.72%
6,300 $347,000
Q2 2020

Jul 16, 2020

BUY
$37.26 - $61.65 $448,983 - $742,882
12,050 New
12,050 $624,000
Q1 2020

Apr 14, 2020

SELL
$33.22 - $89.84 $539,825 - $1.46 Million
-16,250 Closed
0 $0
Q2 2019

Aug 01, 2019

SELL
$71.76 - $84.63 $703,248 - $829,374
-9,800 Reduced 37.62%
16,250 $1.33 Million
Q4 2018

Feb 01, 2019

SELL
$61.6 - $74.72 $45,399 - $55,068
-737 Reduced 2.75%
26,050 $1.81 Million
Q2 2018

Aug 09, 2018

BUY
$50.01 - $62.69 $80,016 - $100,304
1,600 Added 6.35%
26,787 $1.68 Million
Q1 2018

May 04, 2018

SELL
$52.03 - $64.14 $10,406 - $12,828
-200 Reduced 0.79%
25,187 $1.37 Million
Q4 2017

Jan 23, 2018

SELL
$63.27 - $69.55 $44,289 - $48,685
-700 Reduced 2.68%
25,387 $1.62 Million
Q3 2017

Nov 08, 2017

BUY
$69.91 - $75.36 $1.82 Million - $1.97 Million
26,087
26,087 $1.83 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 $58.6B
  • 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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