Consolidated Planning Corp Welltower Inc. Transaction History

Consolidated Planning Corp

$656 Million
Q4 2024

A detailed history of Consolidated Planning Corp transactions in Welltower Inc. stock. As of the latest transaction made, Consolidated Planning Corp holds 46,556 shares of WELL stock, worth $6.64 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

46,556

Previous 45,757 1.75%

Holding current value

$6.64 Million

Previous $5.86 Million 0.19%

% of portfolio

0.89%

Previous 0.97%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$123.11 - $139.3 $98,364 - $111,300	799 Added 1.75%	46,556 $5.87 Million
Q3 2024 Oct 31, 2024	BUY	$104.0 - $129.74 $241,176 - $300,867	2,319 Added 5.34%	45,757 $5.86 Million
Q2 2024 Aug 02, 2024	BUY	$88.31 - $105.01 $3.84 Million - $4.56 Million	43,438 New	43,438 $4.53 Million
Q4 2021 Feb 11, 2022	SELL	$79.36 - $87.07 $476 - $522	-6 Closed	0 $0
Q3 2021 Nov 17, 2021	BUY	$82.4 - $89.68 $494 - $538	6 New	6 $0
Q2 2021 Jul 26, 2021	SELL	$71.04 - $84.02 $2.3 Million - $2.72 Million	-32,419 Closed	0 $0
Q1 2021 May 05, 2021	SELL	$59.79 - $74.55 $42,570 - $53,079	-712 Reduced 2.15%	32,419 $2.32 Million
Q4 2020 Feb 05, 2021	SELL	$52.26 - $67.84 $309,954 - $402,359	-5,931 Reduced 15.18%	33,131 $2.14 Million
Q3 2020 Nov 10, 2020	SELL	$49.2 - $61.12 $48,117 - $59,775	-978 Reduced 2.44%	39,062 $2.15 Million
Q2 2020 Aug 10, 2020	BUY	$37.26 - $61.65 $1.05 Million - $1.73 Million	28,092 Added 235.12%	40,040 $2.07 Million
Q1 2020 May 12, 2020	BUY	$33.22 - $89.84 $396,912 - $1.07 Million	11,948 New	11,948 $547,000

Others Institutions Holding WELL

# of Institutions

1,178

Shares Held

550M

Call Options Held

1.1M

Put Options Held

2.11M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $66.1B
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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Consolidated Planning Corp Welltower Inc. Transaction History