Advisor Net Financial, Inc Welltower Inc. Transaction History

Advisor Net Financial, Inc

$1 Billion
Q1 2024

A detailed history of Advisor Net Financial, Inc transactions in Welltower Inc. stock. As of the latest transaction made, Advisor Net Financial, Inc holds 1,070 shares of WELL stock, worth $112,168. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,070

Previous 1,063 0.66%

Holding current value

$112,168

Previous $95,000 4.21%

% of portfolio

0.01%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$86.51 - $94.25 $605 - $659	7 Added 0.66%	1,070 $99,000
Q4 2023 Jan 19, 2024	BUY	$79.31 - $91.87 $27,520 - $31,878	347 Added 48.46%	1,063 $95,000
Q3 2023 Oct 12, 2023	BUY	$78.6 - $85.47 $4,165 - $4,529	53 Added 7.99%	716 $58,000
Q2 2023 Jul 14, 2023	SELL	$70.38 - $81.95 $8,445 - $9,834	-120 Reduced 15.33%	663 $53,000
Q4 2022 Jan 13, 2023	BUY	$57.37 - $71.58 $8,261 - $10,307	144 Added 22.54%	783 $0

Q3 2022 Oct 04, 2022	SELL	$63.33 - $86.34 $15,959 - $21,757	-252 Reduced 28.28%	639 $41,000
Q2 2022 Jul 07, 2022	BUY	$77.45 - $97.82 $18,897 - $23,868	244 Added 37.71%	891 $73,000
Q1 2022 Apr 14, 2022	BUY	$79.67 - $98.31 $557 - $688	7 Added 1.09%	647 $62,000
Q4 2021 Jan 19, 2022	SELL	$79.36 - $87.07 $19,840 - $21,767	-250 Reduced 28.09%	640 $55,000
Q3 2021 Oct 15, 2021	BUY	$82.4 - $89.68 $329 - $358	4 Added 0.45%	890 $73,000
Q2 2021 Jul 06, 2021	BUY	$71.04 - $84.02 $6,322 - $7,477	89 Added 11.17%	886 $74,000
Q1 2021 Apr 14, 2021	BUY	$59.79 - $74.55 $298 - $372	5 Added 0.63%	797 $57,000
Q4 2020 Feb 04, 2021	BUY	$52.26 - $67.84 $261 - $339	5 Added 0.64%	792 $51,000
Q3 2020 Nov 06, 2020	BUY	$49.2 - $61.12 $246 - $305	5 Added 0.64%	787 $43,000
Q2 2020 Aug 26, 2020	SELL	$37.26 - $61.65 $16,245 - $26,879	-436 Reduced 35.8%	782 $40,000
Q1 2020 May 14, 2020	BUY	$33.22 - $89.84 $199 - $539	6 Added 0.5%	1,218 $56,000
Q4 2019 Feb 12, 2020	SELL	$77.4 - $92.21 $113,391 - $135,087	-1,465 Reduced 54.73%	1,212 $99,000
Q3 2019 Oct 23, 2019	BUY	$81.74 - $92.46 $18,228 - $20,618	223 Added 9.09%	2,677 $243,000
Q2 2019 Jul 15, 2019	BUY	$71.76 - $84.63 $140,003 - $165,113	1,951 Added 387.87%	2,454 $200,000
Q1 2019 May 14, 2019	BUY	$67.29 - $78.72 $336 - $393	5 Added 1.0%	503 $39,000
Q4 2018 Feb 08, 2019	BUY	$61.6 - $74.72 $431 - $523	7 Added 1.43%	498 $35,000
Q3 2018 Nov 14, 2018	BUY	$61.7 - $67.46 $370 - $404	6 Added 1.24%	491 $32,000
Q2 2018 Jul 27, 2018	SELL	$50.01 - $62.69 $650 - $814	-13 Reduced 2.61%	485 $30,000
Q1 2018 May 08, 2018	BUY	$52.03 - $64.14 $1,456 - $1,795	28 Added 5.96%	498 $27,000
Q4 2017 Feb 27, 2018	BUY	$63.27 - $69.55 $29,736 - $32,688	470	470 $30,000

Others Institutions Holding WELL

# of Institutions

1,025

Shares Held

517M

Call Options Held

1.3M

Put Options Held

717K

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $48.6B
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 Net Financial, Inc Welltower Inc. Transaction History