Ae Wealth Management LLC Welltower Inc. Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Welltower Inc. stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,932 shares of WELL stock, worth $283,076. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,932
Previous 1,617 19.48%
Holding current value
$283,076
Previous $206,000 17.96%
% of portfolio
0.0%
Previous 0.0%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$123.11 - $139.3 $38,779 - $43,879
315 Added 19.48%
1,932 $243,000
Q3 2024

Nov 14, 2024
SELL
$104.0 - $129.74 $125,944 - $157,115
-1,211 Reduced 42.82%
1,617 $206,000
Q2 2024

Aug 12, 2024
BUY
$88.31 - $105.01 $249,740 - $296,968
2,828 New
2,828 $294,000
Q4 2023

Feb 14, 2024
BUY
$79.31 - $91.87 $91,523 - $106,017
1,154 Added 12.69%
10,250 $924,000
Q3 2023

Oct 11, 2023
BUY
$78.6 - $85.47 $45,588 - $49,572
580 Added 6.81%
9,096 $745,000
Q2 2023

Jul 10, 2023
SELL
$70.38 - $81.95 $38,145 - $44,416
-542 Reduced 5.98%
8,516 $688,000
Q1 2023

Apr 14, 2023
SELL
$65.76 - $78.05 $79,635 - $94,518
-1,211 Reduced 11.79%
9,058 $649,000
Q4 2022

Jan 31, 2023
SELL
$57.37 - $71.58 $189,206 - $236,070
-3,298 Reduced 24.31%
10,269 $672,000
Q3 2022

Oct 25, 2022
BUY
$63.33 - $86.34 $319,816 - $436,017
5,050 Added 59.29%
13,567 $873,000
Q2 2022

Aug 03, 2022
BUY
$77.45 - $97.82 $16,651 - $21,031
215 Added 2.59%
8,517 $701,000
Q1 2022

Apr 18, 2022
BUY
$79.67 - $98.31 $69,073 - $85,234
867 Added 11.66%
8,302 $798,000
Q4 2021

Jan 20, 2022
BUY
$79.36 - $87.07 $113,246 - $124,248
1,427 Added 23.75%
7,435 $638,000
Q3 2021

Nov 01, 2021
SELL
$82.4 - $89.68 $14,255 - $15,514
-173 Reduced 2.8%
6,008 $495,000
Q2 2021

Jul 21, 2021
BUY
$71.04 - $84.02 $8,027 - $9,494
113 Added 1.86%
6,181 $514,000
Q1 2021

Apr 27, 2021
SELL
$59.79 - $74.55 $28,699 - $35,784
-480 Reduced 7.33%
6,068 $435,000
Q4 2020

Feb 01, 2021
SELL
$52.26 - $67.84 $15,416 - $20,012
-295 Reduced 4.31%
6,548 $423,000
Q3 2020

Nov 06, 2020
SELL
$49.2 - $61.12 $92,446 - $114,844
-1,879 Reduced 21.54%
6,843 $377,000
Q2 2020

Aug 05, 2020
SELL
$37.26 - $61.65 $395,440 - $654,291
-10,613 Reduced 54.89%
8,722 $451,000
Q1 2020

May 07, 2020
BUY
$33.22 - $89.84 $60,261 - $162,969
1,814 Added 10.35%
19,335 $885,000
Q4 2019

Jan 15, 2020
BUY
$77.4 - $92.21 $251,550 - $299,682
3,250 Added 22.77%
17,521 $1.43 Million
Q3 2019

Nov 05, 2019
SELL
$81.74 - $92.46 $417,037 - $471,730
-5,102 Reduced 26.34%
14,271 $1.29 Million
Q2 2019

Jul 22, 2019
BUY
$71.76 - $84.63 $328,804 - $387,774
4,582 Added 30.98%
19,373 $1.58 Million
Q1 2019

May 14, 2019
SELL
$67.29 - $78.72 $249,107 - $291,421
-3,702 Reduced 20.02%
14,791 $1.15 Million
Q4 2018

Feb 15, 2019
SELL
$61.6 - $74.72 $758,049 - $919,504
-12,306 Reduced 39.96%
18,493 $1.28 Million
Q3 2018

Nov 14, 2018
BUY
$61.7 - $67.46 $1.22 Million - $1.34 Million
19,802 Added 180.07%
30,799 $1.98 Million
Q2 2018

Aug 15, 2018
BUY
$50.01 - $62.69 $170,834 - $214,149
3,416 Added 45.06%
10,997 $689,000
Q1 2018

May 14, 2018
BUY
$52.03 - $64.14 $33,351 - $41,113
641 Added 9.24%
7,581 $413,000
Q4 2017

Feb 06, 2018
BUY
$63.27 - $69.55 $6,833 - $7,511
108 Added 1.58%
6,940 $443,000
Q3 2017

Nov 08, 2017
SELL
$69.91 - $75.36 $83,682 - $90,205
-1,197 Reduced 14.91%
6,832 $480,000
Q2 2017

Aug 14, 2017
BUY
N/A
8,029
8,029 $601,000

Others Institutions Holding WELL

# of Institutions
1,232
Shares Held
593M
Call Options Held
1.09M
Put Options Held
2.06M
View Full List

About WELLTOWER INC.

WELL Quotes by TradingView
  • Ticker WELL
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 463,369,984
  • Market Cap $67.9B
  • 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...
More about WELL
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