Anchor Investment Management, LLC Welltower Inc. Transaction History

Anchor Investment Management, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$86.51 - $94.25 $20,762 - $22,620	-240 Reduced 96.0%	10 $934,000
Q4 2023 Jan 02, 2024	BUY	$79.31 - $91.87 $19,827 - $22,967	250 New	250 $22.5 Million
Q2 2022 Jan 02, 2024	SELL	$77.45 - $97.82 $3,872 - $4,891	-50 Reduced 16.67%	250 $20.6 Million
Q3 2021 Jan 02, 2024	BUY	$82.4 - $89.68 $4,120 - $4,484	50 Added 20.0%	300 $24.7 Million
Q3 2020 Jan 02, 2024	BUY	$49.2 - $61.12 $2,460 - $3,056	50 Added 20.0%	300 $16.5 Million
Q3 2019 Jan 02, 2024	BUY	$81.74 - $92.46 $429,135 - $485,414	5,250 Added 2100.0%	5,500 $499 Million
Q3 2018 Jan 02, 2024	BUY	$61.7 - $67.46 $323,925 - $354,164	5,250 Added 2100.0%	5,500 $354 Million
Q2 2018 Jan 03, 2024	BUY	$50.01 - $62.69 $262,552 - $329,122	5,250 Added 2100.0%	5,500 $345 Million
Q1 2018 Jan 03, 2024	BUY	$52.03 - $64.14 $265,353 - $327,114	5,100 Added 1275.0%	5,500 $299 Million
Q4 2017 Jan 03, 2024	BUY	$63.27 - $69.55 $12,654 - $13,910	200 Added 100.0%	400 $25.5 Million
Q2 2017 Jan 03, 2024	SELL	N/A	-50 Reduced 20.0%	200 $15 Million
Q1 2017 Jan 03, 2024	SELL	N/A	-125 Reduced 38.46%	200 $14.2 Million
Q2 2016 Jan 03, 2024	BUY	N/A	75 Added 30.0%	325 $24.8 Million
Q1 2016 Jan 03, 2024	BUY	N/A	75	325 $22.5 Million

1,152

536M

1.11M

2.1M

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $59.9B
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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