Crewe Advisors LLC Welltower Inc. Transaction History

Crewe Advisors LLC

$856 Million
Q1 2024

A detailed history of Crewe Advisors LLC transactions in Welltower Inc. stock. As of the latest transaction made, Crewe Advisors LLC holds 195 shares of WELL stock, worth $20,664. This represents 0.0% of its overall portfolio holdings.

Number of Shares

195

Holding current value

$20,664

% of portfolio

0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$86.51 - $94.25 $16,869 - $18,378	195 New	195 $18,000
Q2 2023 Jul 28, 2023	BUY	$70.38 - $81.95 $140 - $163	2 New	2 $0
Q3 2022 Nov 14, 2022	BUY	$63.33 - $86.34 $3,166 - $4,317	50 Added 30.67%	213 $14,000
Q2 2022 Aug 02, 2022	BUY	$77.45 - $97.82 $7,745 - $9,782	100 Added 158.73%	163 $13,000
Q2 2021 Aug 11, 2021	SELL	$71.04 - $84.02 $6,606 - $7,813	-93 Reduced 59.62%	63 $5,000

Q4 2020 Jan 27, 2021	BUY	$52.26 - $67.84 $6,950 - $9,022	133 Added 578.26%	156 $10,000
Q3 2020 Oct 13, 2020	BUY	$49.2 - $61.12 $1,131 - $1,405	23 New	23 $1,000
Q3 2018 Nov 13, 2018	SELL	$61.7 - $67.46 $62,440 - $68,269	-1,012 Closed	0 $0
Q2 2018 Aug 07, 2018	BUY	$50.01 - $62.69 $25,305 - $31,721	506 Added 100.0%	1,012 $60,000
Q1 2018 May 07, 2018	SELL	$52.03 - $64.14 $1,040 - $1,282	-20 Reduced 3.8%	506 $28,000
Q4 2017 Feb 09, 2018	BUY	$63.27 - $69.55 $33,280 - $36,583	526	526 $34,000

Others Institutions Holding WELL

# of Institutions

1,023

Shares Held

517M

Call Options Held

1.3M

Put Options Held

717K

Vanguard Group Inc Valley Forge, PA

89.2M
Shares

$9.45 Billion
0.17% of portfolio
Black Rock Inc. New York, NY

59.1M
Shares

$6.27 Billion
0.13% of portfolio
Cohen & Steers, Inc. New York, NY

39.5M
Shares

$4.19 Billion
7.73% of portfolio
State Street Corp Boston, MA

33.5M
Shares

$3.56 Billion
0.14% of portfolio
Capital International Investors Los Angeles, CA

29.2M
Shares

$3.1 Billion
0.57% of portfolio

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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