Baird Financial Group, Inc. Welltower Inc. Transaction History

Baird Financial Group, Inc.

$50.2 Billion
Q3 2024

A detailed history of Baird Financial Group, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Baird Financial Group, Inc. holds 11,130 shares of WELL stock, worth $1.39 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,130

Previous 9,274 20.01%

Holding current value

$1.39 Million

Previous $966,000 47.41%

% of portfolio

0.0%

Previous 0.0%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$104.0 - $129.74 $193,024 - $240,797	1,856 Added 20.01%	11,130 $1.42 Million
Q2 2024 Aug 13, 2024	SELL	$88.31 - $105.01 $110,829 - $131,787	-1,255 Reduced 11.92%	9,274 $966,000
Q1 2024 May 14, 2024	BUY	$86.51 - $94.25 $5,709 - $6,220	66 Added 0.63%	10,529 $983,000
Q4 2023 Feb 14, 2024	SELL	$79.31 - $91.87 $1.09 Million - $1.26 Million	-13,733 Reduced 56.76%	10,463 $943,000
Q3 2023 Nov 13, 2023	BUY	$78.6 - $85.47 $36,470 - $39,658	464 Added 1.96%	24,196 $1.98 Million
Q2 2023 Aug 11, 2023	BUY	$70.38 - $81.95 $5,348 - $6,228	76 Added 0.32%	23,732 $1.92 Million
Q1 2023 May 15, 2023	BUY	$65.76 - $78.05 $18,807 - $22,322	286 Added 1.22%	23,656 $1.7 Million
Q3 2022 Nov 14, 2022	SELL	$63.33 - $86.34 $444,703 - $606,279	-7,022 Reduced 23.46%	22,904 $1.47 Million
Q2 2022 Aug 08, 2022	SELL	$77.45 - $97.82 $90,461 - $114,253	-1,168 Reduced 3.76%	29,926 $2.47 Million
Q1 2022 May 13, 2022	BUY	$79.67 - $98.31 $78,235 - $96,540	982 Added 3.26%	31,094 $2.99 Million
Q4 2021 Feb 09, 2022	SELL	$79.36 - $87.07 $180,623 - $198,171	-2,276 Reduced 7.03%	30,112 $2.58 Million
Q3 2021 Nov 12, 2021	BUY	$82.4 - $89.68 $471,328 - $512,969	5,720 Added 21.45%	32,388 $2.67 Million
Q2 2021 Aug 11, 2021	SELL	$71.04 - $84.02 $2.77 Million - $3.27 Million	-38,952 Reduced 59.36%	26,668 $2.22 Million
Q1 2021 May 13, 2021	SELL	$59.79 - $74.55 $783,547 - $976,977	-13,105 Reduced 16.65%	65,620 $4.7 Million
Q4 2020 Feb 11, 2021	SELL	$52.26 - $67.84 $1.48 Million - $1.92 Million	-28,314 Reduced 26.45%	78,725 $5.09 Million
Q3 2020 Nov 12, 2020	SELL	$49.2 - $61.12 $374,658 - $465,428	-7,615 Reduced 6.64%	107,039 $5.9 Million
Q2 2020 Oct 22, 2020	SELL	$37.26 - $61.65 $4.5 Million - $7.45 Million	-120,827 Reduced 51.31%	114,654 $5.93 Million
Q2 2020 Aug 14, 2020	SELL	$37.26 - $61.65 $5.08 Million - $8.4 Million	-136,207 Reduced 36.65%	235,481 $18.8 Million
Q1 2020 May 14, 2020	BUY	$33.22 - $89.84 $2.4 Million - $6.48 Million	72,127 Added 24.08%	371,688 $17 Million
Q4 2019 Feb 14, 2020	SELL	$77.4 - $92.21 $600,469 - $715,365	-7,758 Reduced 2.52%	299,561 $24.5 Million
Q3 2019 Nov 14, 2019	SELL	$81.74 - $92.46 $191,353 - $216,448	-2,341 Reduced 0.76%	307,319 $27.9 Million
Q2 2019 Aug 14, 2019	BUY	$71.76 - $84.63 $705,329 - $831,828	9,829 Added 3.28%	309,660 $25.2 Million
Q1 2019 May 14, 2019	SELL	$67.29 - $78.72 $1.92 Million - $2.24 Million	-28,501 Reduced 8.68%	299,831 $23.3 Million
Q4 2018 Feb 14, 2019	SELL	$61.6 - $74.72 $28,705 - $34,819	-466 Reduced 0.14%	328,332 $22.8 Million
Q3 2018 Nov 13, 2018	BUY	$61.7 - $67.46 $831,037 - $908,618	13,469 Added 4.27%	328,798 $20.8 Million
Q2 2018 Aug 13, 2018	BUY	$50.01 - $62.69 $2.86 Million - $3.58 Million	57,102 Added 22.11%	315,329 $19.8 Million
Q1 2018 May 14, 2018	BUY	$52.03 - $64.14 $2.6 Million - $3.21 Million	50,012 Added 24.02%	258,227 $14.1 Million
Q4 2017 Feb 09, 2018	BUY	$63.27 - $69.55 $373,166 - $410,205	5,898 Added 2.92%	208,215 $13.3 Million
Q3 2017 Nov 14, 2017	SELL	$69.91 - $75.36 $110,457 - $119,068	-1,580 Reduced 0.77%	202,317 $14.2 Million
Q2 2017 Aug 14, 2017	BUY	N/A	203,897	203,897 $15.3 Million

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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Baird Financial Group, Inc. Welltower Inc. Transaction History