Blue Fin Capital, Inc. Welltower Inc. Transaction History

Blue Fin Capital, Inc.

$517 Million
Q3 2024

A detailed history of Blue Fin Capital, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Blue Fin Capital, Inc. holds 2,210 shares of WELL stock, worth $307,101. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,210

Previous 2,210 -0.0%

Holding current value

$307,101

Previous $230,000 22.61%

% of portfolio

0.05%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$86.51 - $94.25 $191,187 - $208,292	2,210 New	2,210 $206,000
Q2 2022 Aug 08, 2022	SELL	$77.45 - $97.82 $183,943 - $232,322	-2,375 Closed	0 $0
Q4 2021 Jan 19, 2022	SELL	$79.36 - $87.07 $5,555 - $6,094	-70 Reduced 2.86%	2,375 $203,000
Q2 2021 Jul 19, 2021	BUY	$71.04 - $84.02 $173,692 - $205,428	2,445 New	2,445 $203,000
Q1 2021 May 05, 2021	SELL	$59.79 - $74.55 $229,294 - $285,899	-3,835 Closed	0 $0
Q4 2020 Jan 28, 2021	SELL	$52.26 - $67.84 $6,427 - $8,344	-123 Reduced 3.11%	3,835 $247,000
Q3 2020 Oct 28, 2020	SELL	$49.2 - $61.12 $5,559 - $6,906	-113 Reduced 2.78%	3,958 $218,000
Q2 2020 Aug 10, 2020	BUY	$37.26 - $61.65 $151,685 - $250,977	4,071 New	4,071 $210,000
Q1 2020 Apr 28, 2020	SELL	$33.22 - $89.84 $143,144 - $387,120	-4,309 Closed	0 $0
Q4 2019 Feb 10, 2020	SELL	$77.4 - $92.21 $3,870 - $4,610	-50 Reduced 1.15%	4,309 $352,000
Q2 2019 Jul 22, 2019	SELL	$71.76 - $84.63 $7,104 - $8,378	-99 Reduced 2.22%	4,359 $355,000
Q1 2019 Apr 23, 2019	SELL	$67.29 - $78.72 $13,458 - $15,744	-200 Reduced 4.29%	4,458 $345,000
Q4 2018 Jan 16, 2019	SELL	$61.6 - $74.72 $14,291 - $17,335	-232 Reduced 4.74%	4,658 $323,000
Q3 2018 Nov 09, 2018	SELL	$61.7 - $67.46 $17,276 - $18,888	-280 Reduced 5.42%	4,890 $315,000
Q1 2018 May 07, 2018	SELL	$52.03 - $64.14 $5,203 - $6,414	-100 Reduced 1.9%	5,170 $281,000
Q4 2017 Jan 26, 2018	SELL	$63.27 - $69.55 $7,592 - $8,346	-120 Reduced 2.23%	5,270 $336,000
Q3 2017 Oct 11, 2017	BUY	$69.91 - $75.36 $376,814 - $406,190	5,390	5,390 $378,000

Others Institutions Holding WELL

# of Institutions

1,155

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 $64.4B
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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Blue Fin Capital, Inc. Welltower Inc. Transaction History