Whipplewood Advisors, LLC Welltower Inc. Transaction History
Whipplewood Advisors, LLC
- $152 Billion
- Q3 2025
A detailed history of Whipplewood Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 2,706 shares of WELL stock, worth $524,476. This represents 0.32% of its overall portfolio holdings.
Number of Shares
2,706
Previous 2,800
3.36%
Holding current value
$524,476
Previous $430 Million
11.99%
% of portfolio
0.32%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding WELL
# of Institutions
1,495Shares 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...