Southland Equity Partners LLC Welltower Inc. Transaction History

Southland Equity Partners LLC

$411 Billion
Q3 2024

A detailed history of Southland Equity Partners LLC transactions in Welltower Inc. stock. As of the latest transaction made, Southland Equity Partners LLC holds 3,676 shares of WELL stock, worth $499,017. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,676

Previous 3,722 1.24%

Holding current value

$499,017

Previous $388 Million 21.3%

% of portfolio

0.11%

Previous 0.11%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$104.0 - $129.74 $4,784 - $5,968	-46 Reduced 1.24%	3,676 $471 Million
Q2 2024 Jul 12, 2024	SELL	$88.31 - $105.01 $78,595 - $93,458	-890 Reduced 19.3%	3,722 $388 Million
Q1 2024 Apr 12, 2024	BUY	$86.51 - $94.25 $19,897 - $21,677	230 Added 5.25%	4,612 $431 Million
Q4 2023 Jan 09, 2024	SELL	$79.31 - $91.87 $5,789 - $6,706	-73 Reduced 1.64%	4,382 $395 Million
Q3 2023 Jan 02, 2024	BUY	$78.6 - $85.47 $2,436 - $2,649	31 Added 0.7%	4,455 $365 Million
Q2 2023 Jan 02, 2024	BUY	$70.38 - $81.95 $41,383 - $48,186	588 Added 15.33%	4,424 $358 Million
Q1 2023 Jan 02, 2024	BUY	$65.76 - $78.05 $1,315 - $1,561	20 Added 0.52%	3,836 $275 Million
Q4 2022 Jan 02, 2024	BUY	$57.37 - $71.58 $3,384 - $4,223	59 Added 1.57%	3,816 $250 Million
Q3 2022 Jan 02, 2024	SELL	$63.33 - $86.34 $4,749 - $6,475	-75 Reduced 1.96%	3,757 $242 Million
Q1 2022 Jan 02, 2024	BUY	$79.67 - $98.31 $3,983 - $4,915	50 Added 1.32%	3,832 $368 Million
Q4 2021 Jan 02, 2024	SELL	$79.36 - $87.07 $14,681 - $16,107	-185 Reduced 4.66%	3,782 $324 Million
Q3 2021 Jan 02, 2024	BUY	$82.4 - $89.68 $10,300 - $11,210	125 Added 3.25%	3,967 $327 Million
Q2 2021 Jan 02, 2024	BUY	$71.04 - $84.02 $7,104 - $8,402	100 Added 2.67%	3,842 $319 Million
Q1 2021 Jan 02, 2024	SELL	$59.79 - $74.55 $179 - $223	-3 Reduced 0.08%	3,742 $268 Million
Q4 2020 Jan 02, 2024	BUY	$52.26 - $67.84 $195,713 - $254,060	3,745 New	3,745 $242 Million

Others Institutions Holding WELL

# of Institutions

1,155

Shares Held

548M

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 $62.9B
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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Southland Equity Partners LLC Welltower Inc. Transaction History