A detailed history of Advisors Asset Management, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Advisors Asset Management, Inc. holds 37,717 shares of WELL stock, worth $4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
37,717
Previous 44,021 14.32%
Holding current value
$4 Million
Previous $3.97 Million 11.21%
% of portfolio
0.07%
Previous 0.08%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$86.51 - $94.25 $545,359 - $594,152
-6,304 Reduced 14.32%
37,717 $3.52 Million
Q4 2023

Feb 14, 2024

SELL
$79.31 - $91.87 $589,352 - $682,685
-7,431 Reduced 14.44%
44,021 $3.97 Million
Q2 2023

Aug 14, 2023

BUY
$70.38 - $81.95 $96,279 - $112,107
1,368 Added 2.73%
51,452 $4.16 Million
Q1 2023

May 12, 2023

BUY
$65.76 - $78.05 $623,930 - $740,538
9,488 Added 23.37%
50,084 $3.59 Million
Q4 2022

Feb 13, 2023

BUY
$57.37 - $71.58 $172,798 - $215,598
3,012 Added 8.01%
40,596 $2.66 Million
Q3 2022

Nov 08, 2022

SELL
$63.33 - $86.34 $451,922 - $616,122
-7,136 Reduced 15.96%
37,584 $2.42 Million
Q2 2022

Aug 08, 2022

SELL
$77.45 - $97.82 $167,059 - $210,997
-2,157 Reduced 4.6%
44,720 $3.68 Million
Q1 2022

May 17, 2022

BUY
$79.67 - $98.31 $223,155 - $275,366
2,801 Added 6.35%
46,877 $4.51 Million
Q4 2021

Feb 15, 2022

SELL
$79.36 - $87.07 $96,660 - $106,051
-1,218 Reduced 2.69%
44,076 $3.78 Million
Q3 2021

Nov 12, 2021

SELL
$82.4 - $89.68 $307,352 - $334,506
-3,730 Reduced 7.61%
45,294 $3.73 Million
Q2 2021

Jul 30, 2021

SELL
$71.04 - $84.02 $467,656 - $553,103
-6,583 Reduced 11.84%
49,024 $4.07 Million
Q1 2021

May 07, 2021

SELL
$59.79 - $74.55 $94,169 - $117,416
-1,575 Reduced 2.75%
55,607 $3.98 Million
Q4 2020

Feb 12, 2021

BUY
$52.26 - $67.84 $341,832 - $443,741
6,541 Added 12.92%
57,182 $3.7 Million
Q3 2020

Nov 16, 2020

BUY
$49.2 - $61.12 $473,648 - $588,402
9,627 Added 23.47%
50,641 $2.79 Million
Q2 2020

Aug 12, 2020

BUY
$37.26 - $61.65 $346,890 - $573,961
9,310 Added 29.37%
41,014 $2.12 Million
Q1 2020

May 15, 2020

BUY
$33.22 - $89.84 $186,364 - $504,002
5,610 Added 21.5%
31,704 $1.45 Million
Q4 2019

Feb 14, 2020

BUY
$77.4 - $92.21 $261,534 - $311,577
3,379 Added 14.88%
26,094 $2.13 Million
Q3 2019

Nov 14, 2019

BUY
$81.74 - $92.46 $536,050 - $606,352
6,558 Added 40.59%
22,715 $2.06 Million
Q2 2019

Aug 14, 2019

BUY
$71.76 - $84.63 $471,463 - $556,019
6,570 Added 68.53%
16,157 $1.32 Million
Q1 2019

May 15, 2019

BUY
$67.29 - $78.72 $452,390 - $529,234
6,723 Added 234.74%
9,587 $744,000
Q4 2018

Jan 31, 2019

BUY
$61.6 - $74.72 $176,422 - $213,998
2,864 New
2,864 $199,000
Q3 2018

Nov 15, 2018

SELL
$61.7 - $67.46 $383,835 - $419,668
-6,221 Closed
0 $0
Q2 2018

Aug 22, 2018

BUY
$50.01 - $62.69 $248,199 - $311,130
4,963 Added 394.52%
6,221 $390,000
Q2 2018

Aug 15, 2018

SELL
$50.01 - $62.69 $570,864 - $715,606
-11,415 Reduced 90.07%
1,258 $390,000
Q1 2018

May 15, 2018

SELL
$52.03 - $64.14 $9,053 - $11,160
-174 Reduced 1.35%
12,673 $665,000
Q4 2017

Feb 13, 2018

SELL
$63.27 - $69.55 $33,469 - $36,791
-529 Reduced 3.95%
12,847 $819,000
Q3 2017

Nov 07, 2017

BUY
$69.91 - $75.36 $935,116 - $1.01 Million
13,376
13,376 $940,000

Others Institutions Holding WELL

About WELLTOWER INC.


  • Ticker WELL
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 463,369,984
  • Market Cap $49.1B
  • 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...
More about WELL
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