Bard Associates Inc Welltower Inc. Transaction History

Bard Associates Inc

$267 Million
Q3 2024

A detailed history of Bard Associates Inc transactions in Welltower Inc. stock. As of the latest transaction made, Bard Associates Inc holds 14,384 shares of WELL stock, worth $1.79 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

14,384

Previous 14,887 3.38%

Holding current value

$1.79 Million

Previous $1.55 Million 18.7%

% of portfolio

0.69%

Previous 0.65%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$104.0 - $129.74 $52,312 - $65,259	-503 Reduced 3.38%	14,384 $1.84 Million
Q2 2024 Aug 12, 2024	SELL	$88.31 - $105.01 $8,831 - $10,501	-100 Reduced 0.67%	14,887 $1.55 Million
Q1 2024 May 13, 2024	SELL	$86.51 - $94.25 $2,854 - $3,110	-33 Reduced 0.22%	14,987 $1.4 Million
Q4 2023 Feb 13, 2024	SELL	$79.31 - $91.87 $39,258 - $45,475	-495 Reduced 3.19%	15,020 $1.35 Million
Q3 2023 Nov 13, 2023	SELL	$78.6 - $85.47 $10,611 - $11,538	-135 Reduced 0.86%	15,515 $1.27 Million
Q2 2023 Aug 11, 2023	SELL	$70.38 - $81.95 $4,363 - $5,080	-62 Reduced 0.39%	15,650 $1.27 Million
Q1 2023 May 12, 2023	SELL	$65.76 - $78.05 $14,796 - $17,561	-225 Reduced 1.41%	15,712 $1.13 Million
Q3 2022 Nov 09, 2022	SELL	$63.33 - $86.34 $20,455 - $27,887	-323 Reduced 1.99%	15,937 $1.03 Million
Q2 2022 Aug 11, 2022	BUY	$77.45 - $97.82 $48,870 - $61,724	631 Added 4.04%	16,260 $1.34 Million
Q1 2022 May 11, 2022	SELL	$79.67 - $98.31 $13,304 - $16,417	-167 Reduced 1.06%	15,629 $1.5 Million
Q4 2021 Feb 14, 2022	SELL	$79.36 - $87.07 $39,680 - $43,535	-500 Reduced 3.07%	15,796 $1.36 Million
Q3 2021 Nov 12, 2021	SELL	$82.4 - $89.68 $5,520 - $6,008	-67 Reduced 0.41%	16,296 $1.34 Million
Q2 2021 Aug 12, 2021	SELL	$71.04 - $84.02 $7,956 - $9,410	-112 Reduced 0.68%	16,363 $1.36 Million
Q1 2021 May 13, 2021	SELL	$59.79 - $74.55 $17,339 - $21,619	-290 Reduced 1.73%	16,475 $1.18 Million
Q4 2020 Feb 11, 2021	SELL	$52.26 - $67.84 $4,860 - $6,309	-93 Reduced 0.55%	16,765 $1.08 Million
Q3 2020 Nov 12, 2020	SELL	$49.2 - $61.12 $29,716 - $36,916	-604 Reduced 3.46%	16,858 $929,000
Q1 2020 May 13, 2020	SELL	$33.22 - $89.84 $2,325 - $6,288	-70 Reduced 0.4%	17,462 $799,000
Q4 2019 Feb 13, 2020	BUY	$77.4 - $92.21 $1.36 Million - $1.62 Million	17,532 New	17,532 $1.43 Million
Q4 2019 Feb 13, 2020	SELL	$77.4 - $92.21 $1.39 Million - $1.66 Million	-17,988 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	$81.74 - $92.46 $74,792 - $84,600	-915 Reduced 4.84%	17,988 $1.63 Million
Q2 2019 Aug 13, 2019	SELL	$71.76 - $84.63 $36,597 - $43,161	-510 Reduced 2.63%	18,903 $1.54 Million
Q1 2019 May 13, 2019	SELL	$67.29 - $78.72 $16,957 - $19,837	-252 Reduced 1.28%	19,413 $1.51 Million
Q4 2018 Feb 13, 2019	SELL	$61.6 - $74.72 $4,928 - $5,977	-80 Reduced 0.41%	19,665 $1.37 Million
Q3 2018 Nov 14, 2018	SELL	$61.7 - $67.46 $13,697 - $14,976	-222 Reduced 1.11%	19,745 $1.27 Million
Q2 2018 Aug 15, 2018	SELL	$50.01 - $62.69 $16,003 - $20,060	-320 Reduced 1.58%	19,967 $1.25 Million
Q1 2018 May 14, 2018	SELL	$52.03 - $64.14 $23,205 - $28,606	-446 Reduced 2.15%	20,287 $1.1 Million
Q4 2017 Feb 13, 2018	SELL	$63.27 - $69.55 $29,926 - $32,897	-473 Reduced 2.23%	20,733 $1.32 Million
Q3 2017 Nov 14, 2017	BUY	$69.91 - $75.36 $1.48 Million - $1.6 Million	21,206	21,206 $1.49 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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Bard Associates Inc Welltower Inc. Transaction History