American Financial Advisors, LLC Welltower Inc. Transaction History

American Financial Advisors, LLC

$680 Million
Q2 2024

A detailed history of American Financial Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, American Financial Advisors, LLC holds 13,609 shares of WELL stock, worth $1.74 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

13,609

Previous 14,238 4.42%

Holding current value

$1.74 Million

Previous $1.33 Million 6.62%

% of portfolio

0.21%

Previous 0.19%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	SELL	$88.31 - $105.01 $55,546 - $66,051	-629 Reduced 4.42%	13,609 $1.42 Million
Q1 2024 Apr 22, 2024	SELL	$86.51 - $94.25 $14,620 - $15,928	-169 Reduced 1.17%	14,238 $1.33 Million
Q4 2023 Jan 31, 2024	SELL	$79.31 - $91.87 $108,020 - $125,126	-1,362 Reduced 8.64%	14,407 $1.3 Million
Q3 2023 Nov 14, 2023	SELL	$78.6 - $85.47 $56,984 - $61,965	-725 Reduced 4.4%	15,769 $1.29 Million
Q2 2023 Jul 13, 2023	SELL	$70.38 - $81.95 $5,348 - $6,228	-76 Reduced 0.46%	16,494 $1.33 Million
Q1 2023 Apr 18, 2023	SELL	$65.76 - $78.05 $1,446 - $1,717	-22 Reduced 0.13%	16,570 $1.19 Million
Q4 2022 Jan 26, 2023	SELL	$57.37 - $71.58 $3,384 - $4,223	-59 Reduced 0.35%	16,592 $0
Q3 2022 Oct 17, 2022	SELL	$63.33 - $86.34 $3,483 - $4,748	-55 Reduced 0.33%	16,651 $1.07 Million
Q2 2022 Aug 01, 2022	SELL	$77.45 - $97.82 $225,379 - $284,656	-2,910 Reduced 14.83%	16,706 $1.38 Million
Q1 2022 Apr 27, 2022	SELL	$79.67 - $98.31 $209,611 - $258,653	-2,631 Reduced 11.83%	19,616 $1.89 Million
Q4 2021 Feb 02, 2022	SELL	$79.36 - $87.07 $778,204 - $853,808	-9,806 Reduced 30.59%	22,247 $1.91 Million
Q3 2021 Nov 05, 2021	SELL	$82.4 - $89.68 $489,044 - $532,250	-5,935 Reduced 15.62%	32,053 $2.64 Million
Q2 2021 Aug 05, 2021	SELL	$71.04 - $84.02 $1.08 Million - $1.27 Million	-15,135 Reduced 28.49%	37,988 $3.16 Million
Q1 2021 May 13, 2021	SELL	$59.79 - $74.55 $9.09 Million - $11.3 Million	-151,973 Reduced 74.1%	53,123 $3.81 Million
Q4 2020 Feb 16, 2021	SELL	$52.26 - $67.84 $536,292 - $696,174	-10,262 Reduced 4.77%	205,096 $13.3 Million
Q3 2020 Nov 09, 2020	SELL	$49.2 - $61.12 $357,339 - $443,914	-7,263 Reduced 3.26%	215,358 $11.9 Million
Q2 2020 Jul 30, 2020	BUY	$37.26 - $61.65 $642,399 - $1.06 Million	17,241 Added 8.39%	222,621 $11.4 Million
Q1 2020 May 01, 2020	BUY	$33.22 - $89.84 $2.06 Million - $5.58 Million	62,103 Added 43.34%	205,380 $9.44 Million
Q4 2019 Feb 14, 2020	BUY	$77.4 - $92.21 $25,774 - $30,705	333 Added 0.23%	143,277 $12.9 Million
Q3 2019 Oct 31, 2019	SELL	$81.74 - $92.46 $295,980 - $334,797	-3,621 Reduced 2.47%	142,944 $13 Million
Q2 2019 Aug 06, 2019	BUY	$71.76 - $84.63 $159,163 - $187,709	2,218 Added 1.54%	146,565 $11.9 Million
Q1 2019 Apr 23, 2019	BUY	$67.29 - $78.72 $4.93 Million - $5.76 Million	73,205 Added 102.9%	144,347 $11.2 Million
Q4 2018 Feb 15, 2019	BUY	$61.6 - $74.72 $4.38 Million - $5.32 Million	71,142 New	71,142 $4.94 Million

Others Institutions Holding WELL

# of Institutions

1,077

Shares Held

570M

Call Options Held

951K

Put Options Held

1.54M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $59.3B
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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American Financial Advisors, LLC Welltower Inc. Transaction History