Cornell Pochily Investment Advisors, Inc. Welltower Inc. Transaction History

Cornell Pochily Investment Advisors, Inc.

$252 Million
Q1 2024

A detailed history of Cornell Pochily Investment Advisors, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Cornell Pochily Investment Advisors, Inc. holds 11,711 shares of WELL stock, worth $1.24 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

11,711

Previous 12,076 3.02%

Holding current value

$1.24 Million

Previous $1.09 Million 0.55%

% of portfolio

0.43%

Previous 0.45%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$86.51 - $94.25 $31,576 - $34,401	-365 Reduced 3.02%	11,711 $1.09 Million
Q4 2023 Jan 18, 2024	BUY	$79.31 - $91.87 $7,613 - $8,819	96 Added 0.8%	12,076 $1.09 Million
Q3 2023 Oct 13, 2023	BUY	$78.6 - $85.47 $21,615 - $23,504	275 Added 2.35%	11,980 $981,000
Q2 2023 Jul 20, 2023	BUY	$70.38 - $81.95 $9,149 - $10,653	130 Added 1.12%	11,705 $946,000
Q1 2023 Apr 17, 2023	SELL	$65.76 - $78.05 $591 - $702	-9 Reduced 0.08%	11,575 $829,000

Q4 2022 Feb 01, 2023	BUY	$57.37 - $71.58 $23,865 - $29,777	416 Added 3.72%	11,584 $759,000
Q3 2022 Oct 12, 2022	BUY	$63.33 - $86.34 $15,832 - $21,585	250 Added 2.29%	11,168 $718,000
Q2 2022 Jul 20, 2022	BUY	$77.45 - $97.82 $12,004 - $15,162	155 Added 1.44%	10,918 $899,000
Q1 2022 Apr 29, 2022	BUY	$79.67 - $98.31 $398 - $491	5 Added 0.05%	10,763 $1.04 Million
Q4 2021 Jan 19, 2022	BUY	$79.36 - $87.07 $12,697 - $13,931	160 Added 1.51%	10,758 $923,000
Q3 2021 Oct 21, 2021	BUY	$82.4 - $89.68 $412 - $448	5 Added 0.05%	10,598 $873,000
Q2 2021 Jul 23, 2021	BUY	$71.04 - $84.02 $16,055 - $18,988	226 Added 2.18%	10,593 $880,000
Q1 2021 Apr 22, 2021	SELL	$59.79 - $74.55 $358 - $447	-6 Reduced 0.06%	10,367 $743,000
Q4 2020 Feb 01, 2021	BUY	$52.26 - $67.84 $12,072 - $15,671	231 Added 2.28%	10,373 $670,000
Q3 2020 Oct 14, 2020	BUY	$49.2 - $61.12 $30,897 - $38,383	628 Added 6.6%	10,142 $559,000
Q2 2020 Jul 24, 2020	BUY	$37.26 - $61.65 $81,338 - $134,581	2,183 Added 29.78%	9,514 $492,000
Q1 2020 Apr 16, 2020	BUY	$33.22 - $89.84 $20,762 - $56,150	625 Added 9.32%	7,331 $336,000
Q4 2019 Jan 29, 2020	BUY	$77.4 - $92.21 $2,786 - $3,319	36 Added 0.54%	6,706 $548,000
Q3 2019 Nov 08, 2019	SELL	$81.74 - $92.46 $4,659 - $5,270	-57 Reduced 0.85%	6,670 $605,000
Q2 2019 Jul 22, 2019	BUY	$71.76 - $84.63 $19,375 - $22,850	270 Added 4.18%	6,727 $548,000
Q1 2019 Apr 19, 2019	BUY	$67.29 - $78.72 $20,994 - $24,560	312 Added 5.08%	6,457 $201,000
Q4 2018 Feb 06, 2019	BUY	$61.6 - $74.72 $42,873 - $52,005	696 Added 12.77%	6,145 $426,000
Q3 2018 Oct 26, 2018	SELL	$61.7 - $67.46 $7,218 - $7,892	-117 Reduced 2.1%	5,449 $350,000
Q2 2018 Aug 03, 2018	BUY	$50.01 - $62.69 $13,952 - $17,490	279 Added 5.28%	5,566 $348,000
Q1 2018 Apr 25, 2018	BUY	$52.03 - $64.14 $13,735 - $16,932	264 Added 5.26%	5,287 $287,000
Q4 2017 Apr 05, 2018	BUY	$63.27 - $69.55 $317,805 - $349,349	5,023	5,023 $320,000

Others Institutions Holding WELL

# of Institutions

1,023

Shares Held

517M

Call Options Held

1.3M

Put Options Held

717K

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $49.1B
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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Cornell Pochily Investment Advisors, Inc. Welltower Inc. Transaction History