Atria Investments LLC Welltower Inc. Transaction History

Atria Investments LLC

$7.56 Billion
Q3 2024

A detailed history of Atria Investments LLC transactions in Welltower Inc. stock. As of the latest transaction made, Atria Investments LLC holds 35,072 shares of WELL stock, worth $4.37 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

35,072

Previous 29,145 20.34%

Holding current value

$4.37 Million

Previous $3.04 Million 47.76%

% of portfolio

0.06%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$104.0 - $129.74 $616,408 - $768,968	5,927 Added 20.34%	35,072 $4.49 Million
Q2 2024 Aug 13, 2024	BUY	$88.31 - $105.01 $156,661 - $186,287	1,774 Added 6.48%	29,145 $3.04 Million
Q1 2024 May 21, 2024	BUY	$86.51 - $94.25 $384,450 - $418,847	4,444 Added 19.38%	27,371 $2.56 Million
Q4 2023 Feb 14, 2024	BUY	$79.31 - $91.87 $464,518 - $538,082	5,857 Added 34.31%	22,927 $2.07 Million
Q3 2023 Nov 07, 2023	BUY	$78.6 - $85.47 $33,640 - $36,581	428 Added 2.57%	17,070 $1.4 Million
Q2 2023 Aug 04, 2023	BUY	$70.38 - $81.95 $7,108 - $8,276	101 Added 0.61%	16,642 $1.35 Million
Q1 2023 May 10, 2023	BUY	$65.76 - $78.05 $1.09 Million - $1.29 Million	16,541 New	16,541 $1.19 Million
Q2 2022 Aug 11, 2022	BUY	$77.45 - $97.82 $1.04 Million - $1.31 Million	13,388 New	13,388 $1.1 Million
Q1 2022 May 02, 2022	SELL	$79.67 - $98.31 $939,468 - $1.16 Million	-11,792 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$79.36 - $87.07 $62,694 - $68,785	790 Added 7.18%	11,792 $1.01 Million
Q1 2020 May 15, 2020	SELL	$33.22 - $89.84 $32,821 - $88,761	-988 Reduced 8.24%	11,002 $504,000
Q4 2019 Feb 11, 2020	BUY	$77.4 - $92.21 $928,026 - $1.11 Million	11,990 New	11,990 $981,000
Q1 2019 May 15, 2019	SELL	$67.29 - $78.72 $954,710 - $1.12 Million	-14,188 Closed	0 $0
Q4 2018 Feb 12, 2019	SELL	$61.6 - $74.72 $133,918 - $162,441	-2,174 Reduced 13.29%	14,188 $985,000
Q3 2018 Oct 09, 2018	BUY	$61.7 - $67.46 $40,290 - $44,051	653 Added 4.16%	16,362 $1.05 Million
Q2 2018 Jul 13, 2018	BUY	$50.01 - $62.69 $116,473 - $146,005	2,329 Added 17.41%	15,709 $985,000
Q1 2018 Apr 30, 2018	BUY	$52.03 - $64.14 $13,631 - $16,804	262 Added 2.0%	13,380 $728,000
Q4 2017 Jan 16, 2018	SELL	$63.27 - $69.55 $32,077 - $35,261	-507 Reduced 3.72%	13,118 $837,000
Q3 2017 Oct 12, 2017	BUY	$69.91 - $75.36 $952,523 - $1.03 Million	13,625	13,625 $958,000

Others Institutions Holding WELL

# of Institutions

1,153

Shares Held

536M

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 $57.8B
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...

More about WELL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.

Account

Atria Investments LLC Welltower Inc. Transaction History