Clearstead Advisors, LLC Welltower Inc. Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 4,583 shares of WELL stock, worth $623,379. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,583

Previous 4,507 1.69%

Holding current value

$623,379

Previous $469,000 24.95%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$104.0 - $129.74 $7,904 - $9,860	76 Added 1.69%	4,583 $586,000
Q2 2024 Aug 09, 2024	BUY	$88.31 - $105.01 $106,678 - $126,852	1,208 Added 36.62%	4,507 $469,000
Q1 2024 May 14, 2024	SELL	$86.51 - $94.25 $3,027 - $3,298	-35 Reduced 1.05%	3,299 $308,000
Q4 2023 Feb 12, 2024	BUY	$79.31 - $91.87 $166,947 - $193,386	2,105 Added 171.28%	3,334 $300,000
Q2 2023 Aug 07, 2023	BUY	$70.38 - $81.95 $1,477 - $1,720	21 Added 1.74%	1,229 $99,000
Q1 2023 May 09, 2023	BUY	$65.76 - $78.05 $1,972 - $2,341	30 Added 2.55%	1,208 $86,000
Q4 2022 Feb 14, 2023	SELL	$57.37 - $71.58 $19,907 - $24,838	-347 Reduced 22.75%	1,178 $77,000
Q3 2022 Nov 14, 2022	SELL	$63.33 - $86.34 $2,533 - $3,453	-40 Reduced 2.56%	1,525 $98,000
Q2 2022 Aug 12, 2022	BUY	$77.45 - $97.82 $3,175 - $4,010	41 Added 2.69%	1,565 $129,000
Q1 2022 May 04, 2022	BUY	$79.67 - $98.31 $79 - $98	1 Added 0.07%	1,524 $147,000
Q4 2021 Feb 14, 2022	BUY	$79.36 - $87.07 $19,840 - $21,767	250 Added 19.64%	1,523 $131,000
Q3 2021 Nov 12, 2021	SELL	$82.4 - $89.68 $4,202 - $4,573	-51 Reduced 3.85%	1,273 $105,000
Q2 2021 Aug 12, 2021	BUY	$71.04 - $84.02 $3,765 - $4,453	53 Added 4.17%	1,324 $110,000
Q4 2020 Feb 11, 2021	BUY	$52.26 - $67.84 $20,956 - $27,203	401 Added 46.09%	1,271 $82,000
Q3 2020 Nov 12, 2020	SELL	$49.2 - $61.12 $11,020 - $13,690	-224 Reduced 20.48%	870 $48,000
Q2 2020 Aug 11, 2020	BUY	$37.26 - $61.65 $8,420 - $13,932	226 Added 26.04%	1,094 $57,000
Q1 2020 May 14, 2020	BUY	$33.22 - $89.84 $28,834 - $77,981	868 New	868 $40,000

Others Institutions Holding WELL

# of Institutions

1,153

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 $63B
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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Clearstead Advisors, LLC Welltower Inc. Transaction History