Arkadios Wealth Advisors Welltower Inc. Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Welltower Inc. stock. As of the latest transaction made, Arkadios Wealth Advisors holds 6,486 shares of WELL stock, worth $882,225. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,486

Previous 7,063 8.17%

Holding current value

$882,225

Previous $736,000 12.77%

% of portfolio

0.05%

Previous 0.05%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$104.0 - $129.74 $60,008 - $74,859	-577 Reduced 8.17%	6,486 $830,000
Q2 2024 Jul 29, 2024	BUY	$88.31 - $105.01 $1,677 - $1,995	19 Added 0.27%	7,063 $736,000
Q1 2024 Apr 30, 2024	SELL	$86.51 - $94.25 $2,941 - $3,204	-34 Reduced 0.48%	7,044 $658,000
Q4 2023 Jan 24, 2024	SELL	$79.31 - $91.87 $250,857 - $290,584	-3,163 Reduced 30.89%	7,078 $638,000
Q3 2023 Oct 13, 2023	SELL	$78.6 - $85.47 $28,688 - $31,196	-365 Reduced 3.44%	10,241 $838,000
Q2 2023 Jul 26, 2023	SELL	$70.38 - $81.95 $145,475 - $169,390	-2,067 Reduced 16.31%	10,606 $857,000
Q1 2023 May 02, 2023	SELL	$65.76 - $78.05 $460 - $546	-7 Reduced 0.06%	12,673 $908,000
Q4 2022 Jan 11, 2023	SELL	$57.37 - $71.58 $37,519 - $46,813	-654 Reduced 4.9%	12,680 $0
Q3 2022 Oct 21, 2022	SELL	$63.33 - $86.34 $105,064 - $143,238	-1,659 Reduced 11.07%	13,334 $858,000
Q2 2022 Jul 14, 2022	SELL	$77.45 - $97.82 $46,624 - $58,887	-602 Reduced 3.86%	14,993 $1.24 Million
Q1 2022 May 02, 2022	SELL	$79.67 - $98.31 $128,428 - $158,475	-1,612 Reduced 9.37%	15,595 $1.5 Million
Q4 2021 Feb 03, 2022	BUY	$79.36 - $87.07 $398,069 - $436,743	5,016 Added 41.15%	17,207 $1.48 Million
Q3 2021 Oct 19, 2021	SELL	$82.4 - $89.68 $1,483 - $1,614	-18 Reduced 0.15%	12,191 $1 Million
Q2 2021 Jul 28, 2021	BUY	$71.04 - $84.02 $619,113 - $732,234	8,715 Added 249.43%	12,209 $1.01 Million
Q1 2021 Apr 26, 2021	BUY	$59.79 - $74.55 $25,590 - $31,907	428 Added 13.96%	3,494 $250,000
Q4 2020 Feb 09, 2021	SELL	$52.26 - $67.84 $516,015 - $669,852	-9,874 Reduced 76.31%	3,066 $198,000
Q3 2020 Nov 10, 2020	BUY	$49.2 - $61.12 $35,965 - $44,678	731 Added 5.99%	12,940 $702 Million
Q2 2020 Aug 10, 2020	BUY	$37.26 - $61.65 $312,685 - $517,366	8,392 Added 219.86%	12,209 $610 Million
Q1 2020 May 14, 2020	BUY	$33.22 - $89.84 $166 - $449	5 Added 0.13%	3,817 $175 Million
Q4 2019 Feb 14, 2020	BUY	$77.4 - $92.21 $295,048 - $351,504	3,812 New	3,812 $311,000

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 $63B
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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Arkadios Wealth Advisors Welltower Inc. Transaction History