Castleview Partners, LLC Welltower Inc. Transaction History

Castleview Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$88.31 - $105.01 $1,148 - $1,365	-13 Reduced 43.33%	17 $1,000
Q1 2024 May 09, 2024	SELL	$86.51 - $94.25 $40,659 - $44,297	-470 Reduced 94.0%	30 $2,000
Q4 2023 Feb 05, 2024	BUY	$79.31 - $91.87 $37,355 - $43,270	471 Added 1624.14%	500 $45,000
Q2 2023 Aug 14, 2023	BUY	$70.38 - $81.95 $774 - $901	11 Added 61.11%	29 $2,000
Q1 2023 May 15, 2023	BUY	$65.76 - $78.05 $1,183 - $1,404	18 New	18 $1,000
Q4 2021 Feb 17, 2022	SELL	$79.36 - $87.07 $54,520 - $59,817	-687 Closed	0 $0
Q2 2021 Aug 17, 2021	BUY	$71.04 - $84.02 $48,804 - $57,721	687 New	687 $57,000

1,153

536M

1.11M

2.1M

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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