Ownership history in Transform Wealth, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in WELLTOWER INC (WELL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | ADDED | 104,512 | +1,862 | +1.8% | 0.97% | $16.0M | $150.71 |
| 2024 Q4 | ADDED | 102,650 | +12,572 | +14.0% | 0.72% | $12.9M | $123.42 |
| 2024 Q3 | ADDED | 90,078 | +9,215 | +11.4% | 0.76% | $11.5M | $124.76 |
| 2024 Q2 | ADDED | 80,863 | +10,000 | +14.1% | 0.63% | $8.4M | $101.01 |
| 2024 Q1 | REDUCED | 70,863 | -3,927 | -5.3% | 0.63% | $6.6M | $89.98 |
| 2023 Q4 | ADDED | 74,790 | +71,015 | +1881.2% | 0.66% | $6.7M | $86.27 |
| 2018 Q1 | REDUCED | 3,775 | -100 | -2.6% | 0.04% | $205K | $41.59 |
| 2017 Q4 | UNCHANGED | 3,875 | — | 0% | 0.05% | $247K | $47.96 |
| 2017 Q3 | UNCHANGED | 3,875 | — | 0% | 0.09% | $272K | $52.18 |
| 2017 Q2 | REDUCED | 3,875 | -50 | -1.3% | 0.33% | $290K | $54.91 |
As of 2025 Q4 — sorted by position size