Appleton Partners Inc Welltower Inc. Transaction History

Appleton Partners Inc

$1.41 Billion
Q2 2025

A detailed history of Appleton Partners Inc transactions in Welltower Inc. stock. As of the latest transaction made, Appleton Partners Inc holds 89,430 shares of WELL stock, worth $15.7 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

89,430

Previous 81,630 9.56%

Holding current value

$15.7 Million

Previous $12.5 Million 9.92%

% of portfolio

0.97%

Previous 0.97%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$136.49 - $155.22 $1.06 Million - $1.21 Million	7,800 Added 9.56%	89,430 $13.7 Million
Q1 2025 Apr 22, 2025	BUY	$124.05 - $156.86 $6.89 Million - $8.71 Million	55,511 Added 212.53%	81,630 $12.5 Million
Q4 2024 Jan 28, 2025	BUY	$123.11 - $139.3 $14,157 - $16,019	115 Added 0.44%	26,119 $3.29 Million
Q3 2024 Oct 01, 2024	SELL	$104.0 - $129.74 $20,800 - $25,948	-200 Reduced 0.76%	26,004 $3.33 Million
Q2 2024 Jul 02, 2024	SELL	$88.31 - $105.01 $10,155 - $12,076	-115 Reduced 0.44%	26,204 $2.73 Million
Q1 2024 Apr 01, 2024	BUY	$86.51 - $94.25 $118,086 - $128,651	1,365 Added 5.47%	26,319 $2.46 Million
Q4 2023 Jan 02, 2024	BUY	$79.31 - $91.87 $57,103 - $66,146	720 Added 2.97%	24,954 $2.25 Million
Q3 2023 Oct 03, 2023	BUY	$78.6 - $85.47 $189,819 - $206,410	2,415 Added 11.07%	24,234 $1.99 Million
Q2 2023 Jul 10, 2023	BUY	$70.38 - $81.95 $891,784 - $1.04 Million	12,671 Added 138.51%	21,819 $1.77 Million
Q1 2023 Apr 10, 2023	BUY	$65.76 - $78.05 $62,800 - $74,537	955 Added 11.66%	9,148 $656,000
Q4 2022 Jan 19, 2023	BUY	$57.37 - $71.58 $470,032 - $586,454	8,193 New	8,193 $537,000

Others Institutions Holding WELL

# of Institutions

1,411

Shares Held

623M

Call Options Held

1.16M

Put Options Held

1.49M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $81.1B
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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Appleton Partners Inc Welltower Inc. Transaction History