Gray Wealth Management Inc. Welltower Inc. Transaction History

Gray Wealth Management Inc.

$251 Million
Q3 2024

A detailed history of Gray Wealth Management Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Gray Wealth Management Inc. holds 10,935 shares of WELL stock, worth $1.37 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

10,935

Previous 10,914 0.19%

Holding current value

$1.37 Million

Previous $1.14 Million 23.04%

% of portfolio

0.56%

Previous 0.49%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$104.0 - $129.74 $2,184 - $2,724	21 Added 0.19%	10,935 $1.4 Million
Q2 2024 Aug 09, 2024	SELL	$88.31 - $105.01 $2,737 - $3,255	-31 Reduced 0.28%	10,914 $1.14 Million
Q1 2024 May 02, 2024	SELL	$86.51 - $94.25 $5,450 - $5,937	-63 Reduced 0.57%	10,945 $1.02 Million
Q4 2023 Jan 31, 2024	SELL	$79.31 - $91.87 $33,389 - $38,677	-421 Reduced 3.68%	11,008 $992,000
Q3 2023 Oct 27, 2023	BUY	$78.6 - $85.47 $33,640 - $36,581	428 Added 3.89%	11,429 $936,000
Q2 2023 Aug 14, 2023	BUY	$70.38 - $81.95 $22,451 - $26,142	319 Added 2.99%	11,001 $889,000
Q1 2023 Apr 11, 2023	SELL	$65.76 - $78.05 $11,244 - $13,346	-171 Reduced 1.58%	10,682 $765,000
Q4 2022 Feb 13, 2023	SELL	$57.37 - $71.58 $23,751 - $29,634	-414 Reduced 3.67%	10,853 $711,000
Q3 2022 Jan 03, 2023	BUY	$63.33 - $86.34 $1,773 - $2,417	28 Added 0.25%	11,267 $725,000
Q2 2022 Jan 03, 2023	BUY	$77.45 - $97.82 $49,180 - $62,115	635 Added 5.99%	11,239 $925,000
Q1 2022 Jan 03, 2023	SELL	$79.67 - $98.31 $1,195 - $1,474	-15 Reduced 0.14%	10,604 $1.02 Million
Q4 2021 Jan 03, 2023	BUY	$79.36 - $87.07 $11,348 - $12,451	143 Added 1.37%	10,619 $911,000
Q3 2021 Jan 03, 2023	BUY	$82.4 - $89.68 $2,224 - $2,421	27 Added 0.26%	10,476 $863,000
Q2 2021 Jan 03, 2023	SELL	$71.04 - $84.02 $12,147 - $14,367	-171 Reduced 1.61%	10,449 $868,000
Q1 2021 Jan 03, 2023	BUY	$59.79 - $74.55 $634,969 - $791,721	10,620 New	10,620 $761,000
Q4 2020 Jan 13, 2023	SELL	$52.26 - $67.84 $122,445 - $158,949	-2,343 Reduced 18.12%	10,588 $682,000
Q3 2020 Jan 13, 2023	SELL	$49.2 - $61.12 $58,449 - $72,610	-1,188 Reduced 8.41%	12,931 $715,000
Q2 2020 Jan 13, 2023	SELL	$37.26 - $61.65 $12,109 - $20,036	-325 Reduced 2.25%	14,119 $735,000
Q1 2020 Jan 13, 2023	BUY	$33.22 - $89.84 $105,539 - $285,421	3,177 Added 28.2%	14,444 $665,000

Others Institutions Holding WELL

# of Institutions

1,153

Shares Held

536M

Call Options Held

1.11M

Put Options Held

2.1M

View Full List

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...

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Gray Wealth Management Inc. Welltower Inc. Transaction History