Boston Family Office LLC Welltower Inc. Transaction History

Boston Family Office LLC

$1.48 Billion
Q3 2024

A detailed history of Boston Family Office LLC transactions in Welltower Inc. stock. As of the latest transaction made, Boston Family Office LLC holds 26,217 shares of WELL stock, worth $3.64 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

26,217

Previous 25,801 1.61%

Holding current value

$3.64 Million

Previous $2.69 Million 24.8%

% of portfolio

0.23%

Previous 0.19%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$104.0 - $129.74 $43,264 - $53,971	416 Added 1.61%	26,217 $3.36 Million
Q2 2024 Aug 12, 2024	BUY	$88.31 - $105.01 $18,280 - $21,737	207 Added 0.81%	25,801 $2.69 Million
Q1 2024 May 13, 2024	SELL	$86.51 - $94.25 $79,329 - $86,427	-917 Reduced 3.46%	25,594 $2.39 Million
Q4 2023 Feb 12, 2024	SELL	$79.31 - $91.87 $79,706 - $92,329	-1,005 Reduced 3.65%	26,511 $2.39 Million
Q3 2023 Nov 13, 2023	BUY	$78.6 - $85.47 $5,659 - $6,153	72 Added 0.26%	27,516 $2.25 Million
Q2 2023 Aug 14, 2023	SELL	$70.38 - $81.95 $20,410 - $23,765	-290 Reduced 1.05%	27,444 $2.22 Million
Q1 2023 May 10, 2023	SELL	$65.76 - $78.05 $70,297 - $83,435	-1,069 Reduced 3.71%	27,734 $1.99 Million
Q4 2022 Feb 07, 2023	BUY	$57.37 - $71.58 $69,417 - $86,611	1,210 Added 4.39%	28,803 $1.89 Million
Q3 2022 Nov 08, 2022	BUY	$63.33 - $86.34 $177,134 - $241,492	2,797 Added 11.28%	27,593 $1.77 Million
Q1 2022 May 11, 2022	BUY	$79.67 - $98.31 $2,708 - $3,342	34 Added 0.14%	24,796 $2.38 Million
Q4 2021 Feb 14, 2022	BUY	$79.36 - $87.07 $46,901 - $51,458	591 Added 2.45%	24,762 $2.12 Million
Q3 2021 Nov 15, 2021	SELL	$82.4 - $89.68 $22,907 - $24,931	-278 Reduced 1.14%	24,171 $1.99 Million
Q2 2021 Aug 12, 2021	BUY	$71.04 - $84.02 $11,437 - $13,527	161 Added 0.66%	24,449 $2.03 Million
Q1 2021 May 07, 2021	BUY	$59.79 - $74.55 $111,388 - $138,886	1,863 Added 8.31%	24,288 $1.74 Million
Q4 2020 Feb 16, 2021	SELL	$52.26 - $67.84 $1.3 Million - $1.69 Million	-24,925 Closed	0 $0
Q3 2020 Nov 10, 2020	SELL	$49.2 - $61.12 $105,337 - $130,857	-2,141 Reduced 7.91%	24,925 $1.37 Million
Q2 2020 Aug 06, 2020	SELL	$37.26 - $61.65 $9,315 - $15,412	-250 Reduced 0.92%	27,066 $1.4 Million
Q4 2019 Feb 05, 2020	BUY	$77.4 - $92.21 $5,882 - $7,007	76 Added 0.28%	27,316 $2.23 Million
Q1 2019 May 09, 2019	BUY	$67.29 - $78.72 $16,755 - $19,601	249 Added 0.92%	27,240 $2.11 Million
Q2 2018 Jul 26, 2018	SELL	$50.01 - $62.69 $415,083 - $520,327	-8,300 Reduced 23.52%	26,991 $1.69 Million
Q1 2018 Apr 30, 2018	BUY	$52.03 - $64.14 $608,751 - $750,438	11,700 Added 49.6%	35,291 $1.92 Million
Q4 2017 Feb 06, 2018	BUY	$63.27 - $69.55 $180,319 - $198,217	2,850 Added 13.74%	23,591 $1.5 Million
Q3 2017 Nov 13, 2017	BUY	$69.91 - $75.36 $1.45 Million - $1.56 Million	20,741	20,741 $1.46 Million

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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Boston Family Office LLC Welltower Inc. Transaction History