Aevitas Wealth Management, Inc. Welltower Inc. Transaction History

Aevitas Wealth Management, Inc.

$169 Million
Q4 2022

A detailed history of Aevitas Wealth Management, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 18,108 shares of WELL stock, worth $2.5 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

18,108

Previous 19,344 6.39%

Holding current value

$2.5 Million

Previous $1.24 Million 4.66%

% of portfolio

0.7%

Previous 0.93%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 24, 2023	SELL	$57.37 - $71.58 $70,909 - $88,472	-1,236 Reduced 6.39%	18,108 $0
Q3 2022 Oct 24, 2022	SELL	$63.33 - $86.34 $18,112 - $24,693	-286 Reduced 1.46%	19,344 $1.24 Million
Q2 2022 Jul 22, 2022	BUY	$77.45 - $97.82 $41,590 - $52,529	537 Added 2.81%	19,630 $1.62 Million
Q1 2022 Apr 25, 2022	SELL	$79.67 - $98.31 $14,260 - $17,597	-179 Reduced 0.93%	19,093 $1.84 Million
Q4 2021 Jan 19, 2022	BUY	$79.36 - $87.07 $3,253 - $3,569	41 Added 0.21%	19,272 $1.65 Million
Q3 2021 Nov 01, 2021	BUY	$82.4 - $89.68 $3,460 - $3,766	42 Added 0.22%	19,231 $1.59 Million
Q2 2021 Jul 22, 2021	BUY	$71.04 - $84.02 $3,267 - $3,864	46 Added 0.24%	19,189 $1.6 Million
Q1 2021 Apr 29, 2021	BUY	$59.79 - $74.55 $2,929 - $3,652	49 Added 0.26%	19,143 $1.37 Million
Q4 2020 Jan 19, 2021	SELL	$52.26 - $67.84 $71,857 - $93,280	-1,375 Reduced 6.72%	19,094 $1.23 Million
Q3 2020 Oct 22, 2020	BUY	$49.2 - $61.12 $3,296 - $4,095	67 Added 0.33%	20,469 $1.13 Million
Q2 2020 Jul 29, 2020	SELL	$37.26 - $61.65 $4,806 - $7,952	-129 Reduced 0.63%	20,402 $1.06 Million
Q1 2020 Apr 16, 2020	SELL	$33.22 - $89.84 $3,953 - $10,690	-119 Reduced 0.58%	20,531 $940,000
Q4 2019 Jan 31, 2020	BUY	$77.4 - $92.21 $4,876 - $5,809	63 Added 0.31%	20,650 $1.69 Million
Q3 2019 Oct 21, 2019	SELL	$81.74 - $92.46 $48,226 - $54,551	-590 Reduced 2.79%	20,587 $1.87 Million
Q2 2019 Jul 26, 2019	BUY	$71.76 - $84.63 $93,575 - $110,357	1,304 Added 6.56%	21,177 $1.73 Million
Q1 2019 May 09, 2019	SELL	$67.29 - $78.72 $32,299 - $37,785	-480 Reduced 2.36%	19,873 $1.54 Million
Q4 2018 Feb 14, 2019	BUY	$61.6 - $74.72 $4,127 - $5,006	67 Added 0.33%	20,353 $1.41 Million
Q3 2018 Nov 14, 2018	SELL	$61.7 - $67.46 $23,384 - $25,567	-379 Reduced 1.83%	20,286 $1.31 Million
Q2 2018 Aug 10, 2018	SELL	$50.01 - $62.69 $95,369 - $119,549	-1,907 Reduced 8.45%	20,665 $1.3 Million
Q1 2018 May 15, 2018	BUY	$52.03 - $64.14 $13,267 - $16,355	255 Added 1.14%	22,572 $1.23 Million
Q4 2017 Feb 13, 2018	BUY	$63.27 - $69.55 $1.41 Million - $1.55 Million	22,317	22,317 $1.42 Million

Others Institutions Holding WELL

# of Institutions

1,153

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 $63.9B
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...

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Aevitas Wealth Management, Inc. Welltower Inc. Transaction History