Bbjs Financial Advisors, LLC Welltower Inc. Transaction History

Bbjs Financial Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 28, 2024	SELL	$79.31 - $91.87 $158 - $183	-2 Reduced 66.67%	1 $132,000
Q3 2023 Nov 08, 2023	SELL	$78.6 - $85.47 $78 - $85	-1 Reduced 25.0%	3 $230,000
Q2 2023 Aug 03, 2023	SELL	$70.38 - $81.95 $626,663 - $729,682	-8,904 Reduced 99.96%	4 $344,000
Q1 2023 May 15, 2023	BUY	$65.76 - $78.05 $146,447 - $173,817	2,227 Added 33.33%	8,908 $639 Million
Q4 2022 Feb 24, 2023	BUY	$57.37 - $71.58 $383,288 - $478,225	6,681 New	6,681 $438 Million

1,155

548M

1.11M

2.1M

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $64.4B
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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