Advisors Management Group Inc Welltower Inc. Transaction History

Advisors Management Group Inc

$531 Million
Q2 2025

A detailed history of Advisors Management Group Inc transactions in Welltower Inc. stock. As of the latest transaction made, Advisors Management Group Inc holds 53,306 shares of WELL stock, worth $8.87 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

53,306

Previous 53,967 1.22%

Holding current value

$8.87 Million

Previous $8.27 Million 0.88%

% of portfolio

1.54%

Previous 1.8%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$136.49 - $155.22 $90,219 - $102,600	-661 Reduced 1.22%	53,306 $8.2 Million
Q1 2025 Apr 25, 2025	SELL	$124.05 - $156.86 $91,424 - $115,605	-737 Reduced 1.35%	53,967 $8.27 Million
Q4 2024 Jan 14, 2025	SELL	$123.11 - $139.3 $72,388 - $81,908	-588 Reduced 1.06%	54,704 $6.89 Million
Q3 2024 Oct 31, 2024	SELL	$104.0 - $129.74 $17,888 - $22,315	-172 Reduced 0.31%	55,292 $7.08 Million
Q2 2024 Jul 31, 2024	SELL	$88.31 - $105.01 $61,198 - $72,771	-693 Reduced 1.23%	55,464 $5.78 Million
Q1 2024 Apr 26, 2024	SELL	$86.51 - $94.25 $58,567 - $63,807	-677 Reduced 1.19%	56,157 $5.25 Million
Q4 2023 Jan 26, 2024	SELL	$79.31 - $91.87 $166,471 - $192,835	-2,099 Reduced 3.56%	56,834 $5.13 Million
Q3 2023 Oct 17, 2023	SELL	$78.6 - $85.47 $53,369 - $58,034	-679 Reduced 1.14%	58,933 $4.83 Million
Q2 2023 Jul 19, 2023	SELL	$70.38 - $81.95 $104,303 - $121,449	-1,482 Reduced 2.43%	59,612 $4.82 Million
Q1 2023 Apr 26, 2023	SELL	$65.76 - $78.05 $45,900 - $54,478	-698 Reduced 1.13%	61,094 $4.38 Million
Q4 2022 Feb 03, 2023	SELL	$57.37 - $71.58 $15,489 - $19,326	-270 Reduced 0.44%	61,792 $4.05 Million
Q3 2022 Oct 21, 2022	SELL	$63.33 - $86.34 $42,557 - $58,020	-672 Reduced 1.07%	62,062 $3.99 Million
Q2 2022 Aug 03, 2022	SELL	$77.45 - $97.82 $40,506 - $51,159	-523 Reduced 0.83%	62,734 $5.17 Million
Q1 2022 Apr 20, 2022	SELL	$79.67 - $98.31 $52,821 - $65,179	-663 Reduced 1.04%	63,257 $6.08 Million
Q4 2021 Jan 31, 2022	SELL	$79.36 - $87.07 $10,316 - $11,319	-130 Reduced 0.2%	63,920 $5.48 Million
Q3 2021 Oct 28, 2021	BUY	$82.4 - $89.68 $1,648 - $1,793	20 Added 0.03%	64,050 $5.28 Million
Q2 2021 Jul 21, 2021	SELL	$71.04 - $84.02 $6,393 - $7,561	-90 Reduced 0.14%	64,030 $5.32 Million
Q1 2021 Apr 14, 2021	BUY	$59.79 - $74.55 $77,966 - $97,213	1,304 Added 2.08%	64,120 $4.59 Million
Q4 2020 Jan 14, 2021	BUY	$52.26 - $67.84 $123,333 - $160,102	2,360 Added 3.9%	62,816 $4.06 Million
Q3 2020 Nov 10, 2020	SELL	$49.2 - $61.12 $15,498 - $19,252	-315 Reduced 0.52%	60,456 $3.33 Million
Q2 2020 Aug 06, 2020	SELL	$37.26 - $61.65 $28,839 - $47,717	-774 Reduced 1.26%	60,771 $3.15 Million
Q1 2020 May 11, 2020	BUY	$33.22 - $89.84 $31,326 - $84,719	943 Added 1.56%	61,545 $2.82 Million
Q4 2019 Feb 14, 2020	SELL	$77.4 - $92.21 $52,941 - $63,071	-684 Reduced 1.12%	60,602 $4.96 Million
Q3 2019 Nov 15, 2019	SELL	$81.74 - $92.46 $41,850 - $47,339	-512 Reduced 0.83%	61,286 $5.56 Million
Q2 2019 Aug 14, 2019	SELL	$71.76 - $84.63 $12,988 - $15,318	-181 Reduced 0.29%	61,798 $5.04 Million
Q1 2019 May 13, 2019	BUY	$67.29 - $78.72 $25,301 - $29,598	376 Added 0.61%	61,979 $4.81 Million
Q4 2018 Feb 15, 2019	SELL	$61.6 - $74.72 $27,288 - $33,100	-443 Reduced 0.71%	61,603 $4.28 Million
Q3 2018 Nov 14, 2018	SELL	$61.7 - $67.46 $2,221 - $2,428	-36 Reduced 0.06%	62,046 $3.99 Million
Q2 2018 Aug 06, 2018	SELL	$50.01 - $62.69 $10,602 - $13,290	-212 Reduced 0.34%	62,082 $3.89 Million
Q1 2018 May 14, 2018	SELL	$52.03 - $64.14 $16,337 - $20,139	-314 Reduced 0.5%	62,294 $3.42 Million
Q4 2017 Feb 15, 2018	SELL	$63.27 - $69.55 $43,909 - $48,267	-694 Reduced 1.1%	62,608 $3.99 Million
Q3 2017 Nov 07, 2017	BUY	$69.91 - $75.36 $4.43 Million - $4.77 Million	63,302	63,302 $4.45 Million

Others Institutions Holding WELL

# of Institutions

1,385

Shares Held

584M

Call Options Held

1.67M

Put Options Held

1.25M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $77.1B
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...

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Advisors Management Group Inc Welltower Inc. Transaction History