Atria Wealth Solutions, Inc. Welltower Inc. Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 16,812 shares of WELL stock, worth $2.29 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,812

Previous 16,212 3.7%

Holding current value

$2.29 Million

Previous $1.69 Million 27.28%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$104.0 - $129.74 $62,400 - $77,844	600 Added 3.7%	16,812 $2.15 Million
Q2 2024 Jul 22, 2024	BUY	$88.31 - $105.01 $174,323 - $207,289	1,974 Added 13.86%	16,212 $1.69 Million
Q1 2024 May 13, 2024	SELL	$86.51 - $94.25 $432,290 - $470,967	-4,997 Reduced 25.98%	14,238 $1.33 Million
Q4 2023 Feb 02, 2024	BUY	$79.31 - $91.87 $61,544 - $71,291	776 Added 4.2%	19,235 $1.73 Million
Q3 2023 Nov 08, 2023	SELL	$78.6 - $85.47 $22,715 - $24,700	-289 Reduced 1.54%	18,459 $1.51 Million
Q2 2023 Aug 03, 2023	BUY	$70.38 - $81.95 $228,171 - $265,681	3,242 Added 20.91%	18,748 $1.52 Million
Q1 2023 Aug 22, 2023	SELL	$65.76 - $78.05 $248,112 - $294,482	-3,773 Reduced 20.12%	14,975 $1.07 Million
Q1 2023 Jun 14, 2023	BUY	$65.76 - $78.05 $34,918 - $41,444	531 Added 3.55%	15,506 $1.11 Million
Q1 2023 May 10, 2023	SELL	$65.76 - $78.05 $45,900 - $54,478	-698 Reduced 4.45%	14,975 $1.07 Million
Q4 2022 Aug 30, 2023	SELL	$57.37 - $71.58 $185,993 - $232,062	-3,242 Reduced 17.29%	15,506 $1.02 Million
Q4 2022 Feb 13, 2023	BUY	$57.37 - $71.58 $16,293 - $20,328	284 Added 1.85%	15,673 $1.03 Million
Q3 2022 Nov 14, 2022	SELL	$63.33 - $86.34 $17,542 - $23,916	-277 Reduced 1.77%	15,389 $990,000
Q2 2022 Aug 15, 2022	BUY	$77.45 - $97.82 $255,507 - $322,708	3,299 Added 26.68%	15,666 $1.29 Million
Q1 2022 May 16, 2022	BUY	$79.67 - $98.31 $985,278 - $1.22 Million	12,367 New	12,367 $1.19 Million

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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Atria Wealth Solutions, Inc. Welltower Inc. Transaction History