Armor Investment Advisors, LLC Welltower Inc. Transaction History

Armor Investment Advisors, LLC

$238 Million
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	SELL	$86.51 - $94.25 $24,655 - $26,861	-285 Reduced 10.99%	2,308 $215,000
Q4 2023 Jan 19, 2024	SELL	$79.31 - $91.87 $12,689 - $14,699	-160 Reduced 5.81%	2,593 $233,000
Q3 2023 Oct 23, 2023	BUY	$78.6 - $85.47 $15,955 - $17,350	203 Added 7.96%	2,753 $225,000
Q2 2023 Jul 19, 2023	BUY	$70.38 - $81.95 $179,469 - $208,972	2,550 New	2,550 $206,000
Q4 2022 Jan 30, 2023	SELL	$57.37 - $71.58 $22,948 - $28,632	-400 Reduced 11.28%	3,145 $206,000
Q3 2022 Oct 31, 2022	SELL	$63.33 - $86.34 $79,795 - $108,788	-1,260 Reduced 26.22%	3,545 $228,000
Q2 2022 Aug 01, 2022	SELL	$77.45 - $97.82 $23,235 - $29,345	-300 Reduced 5.88%	4,805 $396,000
Q1 2022 May 10, 2022	SELL	$79.67 - $98.31 $62,142 - $76,681	-780 Reduced 13.25%	5,105 $491,000
Q4 2021 Feb 07, 2022	SELL	$79.36 - $87.07 $39,680 - $43,535	-500 Reduced 7.83%	5,885 $505,000
Q3 2021 Nov 02, 2021	SELL	$82.4 - $89.68 $50,264 - $54,704	-610 Reduced 8.72%	6,385 $526,000
Q1 2021 May 04, 2021	SELL	$59.79 - $74.55 $2,989 - $3,727	-50 Reduced 0.71%	6,995 $501,000
Q3 2020 Nov 09, 2020	SELL	$49.2 - $61.12 $4,920 - $6,112	-100 Reduced 1.4%	7,045 $388,000
Q1 2020 May 08, 2020	SELL	$33.22 - $89.84 $13,288 - $35,936	-400 Reduced 5.3%	7,145 $327,000
Q4 2019 Feb 05, 2020	SELL	$77.4 - $92.21 $15,480 - $18,442	-200 Reduced 2.58%	7,545 $617,000
Q3 2019 Nov 04, 2019	BUY	$81.74 - $92.46 $14,304 - $16,180	175 Added 2.31%	7,745 $702,000
Q2 2019 Aug 13, 2019	SELL	$71.76 - $84.63 $10,764 - $12,694	-150 Reduced 1.94%	7,570 $617,000
Q3 2018 Nov 05, 2018	SELL	$61.7 - $67.46 $6,170 - $6,745	-100 Reduced 1.28%	7,720 $497,000
Q1 2018 May 08, 2018	SELL	$52.03 - $64.14 $46,827 - $57,726	-900 Reduced 10.32%	7,820 $426,000
Q4 2017 Feb 01, 2018	BUY	$63.27 - $69.55 $12,654 - $13,910	200 Added 2.35%	8,720 $556,000
Q2 2017 Aug 09, 2017	BUY	N/A	8,520	8,520 $638,000

Others Institutions Holding WELL

# of Institutions

1,153

Shares Held

536M

Call Options Held

1.11M

Put Options Held

2.1M

Vanguard Group Inc Valley Forge, PA

95.7M
Shares

$12 Billion
0.22% of portfolio
Black Rock Inc. New York, NY

59M
Shares

$7.37 Billion
0.14% of portfolio
Cohen & Steers, Inc. New York, NY

38M
Shares

$4.75 Billion
8.66% of portfolio
Capital International Investors Los Angeles, CA

36.8M
Shares

$4.59 Billion
0.93% of portfolio
State Street Corp Boston, MA

35.6M
Shares

$4.45 Billion
0.19% of portfolio

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $57.9B
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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