Creative Planning Welltower Inc. Transaction History

Creative Planning

$93.6 Billion
Q2 2024

A detailed history of Creative Planning transactions in Welltower Inc. stock. As of the latest transaction made, Creative Planning holds 161,395 shares of WELL stock, worth $20.5 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

161,395

Previous 154,066 4.76%

Holding current value

$20.5 Million

Previous $14.4 Million 16.88%

% of portfolio

0.02%

Previous 0.02%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 15, 2024	BUY	$88.31 - $105.01 $647,223 - $769,618	7,329 Added 4.76%	161,395 $16.8 Million
Q1 2024 May 10, 2024	BUY	$86.51 - $94.25 $94,987 - $103,486	1,098 Added 0.72%	154,066 $14.4 Million
Q4 2023 Feb 14, 2024	BUY	$79.31 - $91.87 $7.92 Million - $9.17 Million	99,841 Added 187.93%	152,968 $13.8 Million
Q3 2023 Nov 16, 2023	BUY	$78.6 - $85.47 $691,758 - $752,221	8,801 Added 19.86%	53,127 $4.35 Million
Q2 2023 Jul 21, 2023	BUY	$70.38 - $81.95 $112,608 - $131,120	1,600 Added 3.74%	44,326 $3.59 Million
Q1 2023 May 15, 2023	BUY	$65.76 - $78.05 $149,340 - $177,251	2,271 Added 5.61%	42,726 $3.06 Million
Q4 2022 Feb 10, 2023	BUY	$57.37 - $71.58 $105,560 - $131,707	1,840 Added 4.76%	40,455 $2.65 Million
Q3 2022 Nov 03, 2022	BUY	$63.33 - $86.34 $649,829 - $885,934	10,261 Added 36.19%	38,615 $2.48 Million
Q2 2022 Aug 15, 2022	BUY	$77.45 - $97.82 $81,167 - $102,515	1,048 Added 3.84%	28,354 $2.34 Million
Q1 2022 May 16, 2022	BUY	$79.67 - $98.31 $71,463 - $88,184	897 Added 3.4%	27,306 $2.63 Million
Q4 2021 Feb 11, 2022	SELL	$79.36 - $87.07 $41,029 - $45,015	-517 Reduced 1.92%	26,409 $2.27 Million
Q3 2021 Nov 10, 2021	BUY	$82.4 - $89.68 $199,243 - $216,846	2,418 Added 9.87%	26,926 $2.22 Million
Q2 2021 Aug 04, 2021	SELL	$71.04 - $84.02 $484,848 - $573,436	-6,825 Reduced 21.78%	24,508 $2.04 Million
Q1 2021 Apr 30, 2021	SELL	$59.79 - $74.55 $219,847 - $274,120	-3,677 Reduced 10.5%	31,333 $2.24 Million
Q4 2020 Jan 29, 2021	SELL	$52.26 - $67.84 $43,532 - $56,510	-833 Reduced 2.32%	35,010 $2.26 Million
Q3 2020 Nov 05, 2020	BUY	$49.2 - $61.12 $25,239 - $31,354	513 Added 1.45%	35,843 $1.98 Million
Q2 2020 Jul 23, 2020	SELL	$37.26 - $61.65 $68,297 - $113,004	-1,833 Reduced 4.93%	35,330 $1.83 Million
Q1 2020 May 05, 2020	SELL	$33.22 - $89.84 $57,736 - $156,141	-1,738 Reduced 4.47%	37,163 $1.7 Million
Q4 2019 Jan 30, 2020	BUY	$77.4 - $92.21 $175,930 - $209,593	2,273 Added 6.21%	38,901 $3.18 Million
Q3 2019 Nov 01, 2019	BUY	$81.74 - $92.46 $25,502 - $28,847	312 Added 0.86%	36,628 $3.32 Million
Q2 2019 Jul 26, 2019	BUY	$71.76 - $84.63 $402,501 - $474,689	5,609 Added 18.27%	36,316 $2.96 Million
Q1 2019 Apr 24, 2019	BUY	$67.29 - $78.72 $118,093 - $138,153	1,755 Added 6.06%	30,707 $2.38 Million
Q4 2018 Feb 01, 2019	BUY	$61.6 - $74.72 $142,850 - $173,275	2,319 Added 8.71%	28,952 $2.01 Million
Q3 2018 Oct 25, 2018	SELL	$61.7 - $67.46 $60,527 - $66,178	-981 Reduced 3.55%	26,633 $1.71 Million
Q2 2018 Jul 20, 2018	SELL	$50.01 - $62.69 $801,410 - $1 Million	-16,025 Reduced 36.72%	27,614 $1.73 Million
Q1 2018 Apr 18, 2018	SELL	$52.03 - $64.14 $34,704 - $42,781	-667 Reduced 1.51%	43,639 $2.38 Million
Q4 2017 Jan 17, 2018	BUY	$63.27 - $69.55 $1.01 Million - $1.11 Million	16,021 Added 56.64%	44,306 $2.83 Million
Q3 2017 Oct 17, 2017	BUY	$69.91 - $75.36 $1.98 Million - $2.13 Million	28,285	28,285 $1.99 Million

Others Institutions Holding WELL

# of Institutions

1,077

Shares Held

570M

Call Options Held

951K

Put Options Held

1.54M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $58.9B
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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Creative Planning Welltower Inc. Transaction History