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Welltower
WELL
WELL
239.22
USD
+1.82
0.77%
At close
Updated
Aug 21, 4:00 PM EDT
Pre-market
After hours
239.21
-0.01
0%
1 day
0.77%
5 days
2.04%
1 month
-2.9%
3 months
10.74%
6 months
14.16%
Year to date
27.97%
1 year
43.3%
5 years
184.18%
10 years
212.13%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 851 |
TFS
851
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$28K | -442 | Closed |
|
| 852 |
SFFS
852
Stonehage Fleming Financial Services
St. Helier,
Jersey
| – | -$20K | -325 | Closed |
|
| 853 |
SWM
853
Selective Wealth Management
Forest,
Virginia
| – | -$20K | -313 | Closed |
|
| 854 |
CA
854
Crewe Advisors
Salt Lake City,
Utah
| – | -$14K | -213 | Closed |
|
| 855 |
CA
855
Centerpoint Advisors
Needham,
Massachusetts
| – | -$10K | -148 | Closed |
|
| 856 |
PFA
856
Professional Financial Advisors
North Platte,
Nebraska
| – | -$7K | -112 | Closed |
|
| 857 |
IFAM
857
Institutional & Family Asset Management
Fort Collins,
Colorado
| – | -$4K | -68 | Closed |
|
| 858 |
HR
858
Howe & Rusling
Rochester,
New York
| – | -$3K | -47 | Closed |
|
| 859 |
PP
859
Pacifica Partners
Surrey,
Canada
| – | -$3K | -39 | Closed |
|
| 860 |
AWM
860
Atticus Wealth Management
Palm Beach Gardens,
Florida
| – | -$3K | -38 | Closed |
|
| 861 |
GWSG
861
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$1K | -17 | Closed |
|
| 862 |
FSWA
862
Financial Synergies Wealth Advisors
Houston,
Texas
| – | -$322 | -5 | Closed |
|