Avantax Advisory Services, Inc. Welltower Inc. Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 40,737 shares of WELL stock, worth $5.08 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

40,737

Previous 41,336 1.45%

Holding current value

$5.08 Million

Previous $4.31 Million 21.0%

% of portfolio

0.03%

Previous 0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$104.0 - $129.74 $62,296 - $77,714	-599 Reduced 1.45%	40,737 $5.21 Million
Q2 2024 Aug 09, 2024	BUY	$88.31 - $105.01 $3.03 Million - $3.6 Million	34,321 Added 489.25%	41,336 $4.31 Million
Q1 2024 May 08, 2024	SELL	$86.51 - $94.25 $236,172 - $257,302	-2,730 Reduced 28.01%	7,015 $655,000
Q4 2023 Feb 07, 2024	SELL	$79.31 - $91.87 $27,917 - $32,338	-352 Reduced 3.49%	9,745 $878,000
Q3 2023 Nov 07, 2023	SELL	$78.6 - $85.47 $8,567 - $9,316	-109 Reduced 1.07%	10,097 $827,000
Q2 2023 Aug 11, 2023	BUY	$70.38 - $81.95 $1,759 - $2,048	25 Added 0.25%	10,206 $825,000
Q1 2023 Apr 28, 2023	SELL	$65.76 - $78.05 $37,812 - $44,878	-575 Reduced 5.35%	10,181 $729,000
Q4 2022 Feb 13, 2023	SELL	$57.37 - $71.58 $680,522 - $849,081	-11,862 Reduced 52.44%	10,756 $704,000
Q3 2022 Nov 01, 2022	BUY	$63.33 - $86.34 $129,129 - $176,047	2,039 Added 9.91%	22,618 $1.46 Million
Q2 2022 Aug 02, 2022	SELL	$77.45 - $97.82 $1,781 - $2,249	-23 Reduced 0.11%	20,579 $1.7 Million
Q1 2022 Apr 27, 2022	BUY	$79.67 - $98.31 $175,194 - $216,183	2,199 Added 11.95%	20,602 $1.98 Million
Q4 2021 Jan 24, 2022	BUY	$79.36 - $87.07 $70,789 - $77,666	892 Added 5.09%	18,403 $1.58 Million
Q3 2021 Oct 21, 2021	SELL	$82.4 - $89.68 $172,792 - $188,058	-2,097 Reduced 10.69%	17,511 $1.43 Million
Q2 2021 Jul 29, 2021	BUY	$71.04 - $84.02 $293,963 - $347,674	4,138 Added 26.75%	19,608 $1.63 Million
Q1 2021 May 13, 2021	BUY	$59.79 - $74.55 $329,203 - $410,472	5,506 Added 55.26%	15,470 $1.1 Million
Q4 2020 Jan 22, 2021	SELL	$52.26 - $67.84 $1.22 Million - $1.59 Million	-23,376 Reduced 70.11%	9,964 $641,000
Q3 2020 Oct 14, 2020	BUY	$49.2 - $61.12 $1.11 Million - $1.38 Million	22,537 Added 208.62%	33,340 $1.85 Million
Q2 2020 Aug 06, 2020	SELL	$37.26 - $61.65 $27,907 - $46,175	-749 Reduced 6.48%	10,803 $561,000
Q1 2020 Apr 30, 2020	SELL	$33.22 - $89.84 $14,949 - $40,428	-450 Reduced 3.75%	11,552 $532,000
Q4 2019 Feb 14, 2020	BUY	$77.4 - $92.21 $217,339 - $258,925	2,808 Added 30.54%	12,002 $982,000
Q3 2019 Nov 08, 2019	BUY	$81.74 - $92.46 $18,881 - $21,358	231 Added 2.58%	9,194 $832,000
Q2 2019 Aug 06, 2019	BUY	$71.76 - $84.63 $82,667 - $97,493	1,152 Added 14.75%	8,963 $731,000
Q1 2019 May 13, 2019	BUY	$67.29 - $78.72 $90,303 - $105,642	1,342 Added 20.75%	7,811 $606,000
Q4 2018 Feb 13, 2019	BUY	$61.6 - $74.72 $398,490 - $483,363	6,469 New	6,469 $451,000

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...

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Avantax Advisory Services, Inc. Welltower Inc. Transaction History