Advisor Partners LLC Welltower Inc. Transaction History

Advisor Partners LLC

$1.42 Billion
Q2 2022

A detailed history of Advisor Partners LLC transactions in Welltower Inc. stock. As of the latest transaction made, Advisor Partners LLC holds 14,390 shares of WELL stock, worth $2 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

14,390

Previous 13,957 3.1%

Holding current value

$2 Million

Previous $1.34 Million 11.7%

% of portfolio

0.08%

Previous 0.08%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	BUY	$77.45 - $97.82 $33,535 - $42,356	433 Added 3.1%	14,390 $1.19 Million
Q1 2022 Apr 27, 2022	BUY	$79.67 - $98.31 $24,857 - $30,672	312 Added 2.29%	13,957 $1.34 Million
Q4 2021 Feb 04, 2022	SELL	$79.36 - $87.07 $8,570 - $9,403	-108 Reduced 0.79%	13,645 $1.17 Million
Q3 2021 Nov 15, 2021	BUY	$82.4 - $89.68 $20,023 - $21,792	243 Added 1.8%	13,753 $1.13 Million
Q2 2021 Aug 12, 2021	SELL	$71.04 - $84.02 $4,262 - $5,041	-60 Reduced 0.44%	13,510 $1.12 Million
Q1 2021 Jun 01, 2021	BUY	$59.79 - $74.55 $2,391 - $2,982	40 Added 0.3%	13,570 $972,000
Q4 2020 Feb 17, 2021	SELL	$52.26 - $67.84 $40,187 - $52,168	-769 Reduced 5.38%	13,530 $874,000
Q3 2020 Nov 19, 2020	BUY	$49.2 - $61.12 $71,487 - $88,807	1,453 Added 11.31%	14,299 $788,000
Q2 2020 Aug 13, 2020	BUY	$37.26 - $61.65 $72,731 - $120,340	1,952 Added 17.92%	12,846 $665,000
Q1 2020 May 15, 2020	SELL	$33.22 - $89.84 $85,774 - $231,966	-2,582 Reduced 19.16%	10,894 $498,000
Q4 2019 Jan 24, 2020	BUY	$77.4 - $92.21 $10,603 - $12,632	137 Added 1.03%	13,476 $1.15 Million
Q3 2019 Oct 16, 2019	BUY	$81.74 - $92.46 $116,642 - $131,940	1,427 Added 11.98%	13,339 $1.21 Million
Q2 2019 Jul 26, 2019	BUY	$71.76 - $84.63 $1,291 - $1,523	18 Added 0.15%	11,912 $971,000
Q1 2019 Apr 23, 2019	BUY	$67.29 - $78.72 $42,661 - $49,908	634 Added 5.63%	11,894 $923,000
Q4 2018 Jan 29, 2019	BUY	$61.6 - $74.72 $101,147 - $122,690	1,642 Added 17.07%	11,260 $782,000
Q3 2018 Nov 06, 2018	BUY	$61.7 - $67.46 $37,020 - $40,475	600 Added 6.65%	9,618 $619,000
Q2 2018 Jul 25, 2018	BUY	$50.01 - $62.69 $59,811 - $74,977	1,196 Added 15.29%	9,018 $565,000
Q1 2018 May 03, 2018	BUY	$52.03 - $64.14 $79,501 - $98,005	1,528 Added 24.28%	7,822 $426,000
Q4 2017 Jan 26, 2018	BUY	$63.27 - $69.55 $14,994 - $16,483	237 Added 3.91%	6,294 $373,000
Q3 2017 Nov 03, 2017	BUY	$69.91 - $75.36 $423,444 - $456,455	6,057	6,057 $426,000

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 $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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Advisor Partners LLC Welltower Inc. Transaction History