D.A. Davidson & Co. Welltower Inc. Transaction History

D.A. Davidson & Co.

$12.1 Billion
Q4 2024

A detailed history of D.A. Davidson & Co. transactions in Welltower Inc. stock. As of the latest transaction made, D.A. Davidson & Co. holds 17,133 shares of WELL stock, worth $2.53 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

17,133

Previous 17,118 0.09%

Holding current value

$2.53 Million

Previous $2.19 Million 1.46%

% of portfolio

0.02%

Previous 0.02%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$123.11 - $139.3 $1,846 - $2,089	15 Added 0.09%	17,133 $2.16 Million
Q3 2024 Nov 13, 2024	BUY	$104.0 - $129.74 $98,696 - $123,123	949 Added 5.87%	17,118 $2.19 Million
Q2 2024 Jul 31, 2024	SELL	$88.31 - $105.01 $48,305 - $57,440	-547 Reduced 3.27%	16,169 $1.69 Million
Q1 2024 May 13, 2024	SELL	$86.51 - $94.25 $5,969 - $6,503	-69 Reduced 0.41%	16,716 $1.56 Million
Q4 2023 Feb 09, 2024	BUY	$79.31 - $91.87 $3,727 - $4,317	47 Added 0.28%	16,785 $1.51 Million
Q3 2023 Nov 08, 2023	SELL	$78.6 - $85.47 $236,978 - $257,692	-3,015 Reduced 15.26%	16,738 $1.37 Million
Q2 2023 Aug 10, 2023	SELL	$70.38 - $81.95 $7,601 - $8,850	-108 Reduced 0.54%	19,753 $1.6 Million
Q1 2023 Apr 25, 2023	BUY	$65.76 - $78.05 $36,891 - $43,786	561 Added 2.91%	19,861 $1.42 Million
Q4 2022 Feb 03, 2023	SELL	$57.37 - $71.58 $32,471 - $40,514	-566 Reduced 2.85%	19,300 $1.26 Million
Q3 2022 Nov 07, 2022	BUY	$63.33 - $86.34 $2,659 - $3,626	42 Added 0.21%	19,866 $1.27 Million
Q2 2022 Jul 28, 2022	BUY	$77.45 - $97.82 $16,884 - $21,324	218 Added 1.11%	19,824 $1.63 Million
Q1 2022 May 12, 2022	BUY	$79.67 - $98.31 $6,214 - $7,668	78 Added 0.4%	19,606 $1.89 Million
Q4 2021 Jan 31, 2022	BUY	$79.36 - $87.07 $60,869 - $66,782	767 Added 4.09%	19,528 $1.68 Million
Q3 2021 Nov 15, 2021	BUY	$82.4 - $89.68 $284,280 - $309,396	3,450 Added 22.53%	18,761 $1.55 Million
Q2 2021 Aug 10, 2021	SELL	$71.04 - $84.02 $156,501 - $185,096	-2,203 Reduced 12.58%	15,311 $1.27 Million
Q1 2021 May 07, 2021	BUY	$59.79 - $74.55 $43,168 - $53,825	722 Added 4.3%	17,514 $1.26 Million
Q4 2020 Feb 10, 2021	SELL	$52.26 - $67.84 $25,920 - $33,648	-496 Reduced 2.87%	16,792 $1.08 Million
Q3 2020 Nov 02, 2020	SELL	$49.2 - $61.12 $29,175 - $36,244	-593 Reduced 3.32%	17,288 $952,000
Q2 2020 Aug 10, 2020	SELL	$37.26 - $61.65 $504,649 - $834,987	-13,544 Reduced 43.1%	17,881 $925,000
Q1 2020 May 05, 2020	BUY	$33.22 - $89.84 $72,452 - $195,941	2,181 Added 7.46%	31,425 $1.46 Million
Q4 2019 Feb 14, 2020	BUY	$77.4 - $92.21 $54,489 - $64,915	704 Added 2.47%	29,244 $2.39 Million
Q3 2019 Nov 05, 2019	SELL	$81.74 - $92.46 $101,521 - $114,835	-1,242 Reduced 4.17%	28,540 $2.59 Million
Q2 2019 Aug 13, 2019	SELL	$71.76 - $84.63 $346,026 - $408,085	-4,822 Reduced 13.93%	29,782 $2.43 Million
Q1 2019 May 13, 2019	BUY	$67.29 - $78.72 $1.34 Million - $1.57 Million	19,954 Added 136.2%	34,604 $2.68 Million
Q4 2018 Jan 29, 2019	SELL	$61.6 - $74.72 $1.29 Million - $1.56 Million	-20,904 Reduced 58.8%	14,650 $1.02 Million
Q3 2018 Nov 13, 2018	SELL	$61.7 - $67.46 $34,366 - $37,575	-557 Reduced 1.54%	35,554 $2.29 Million
Q2 2018 Aug 02, 2018	BUY	$50.01 - $62.69 $107,421 - $134,658	2,148 Added 6.32%	36,111 $2.26 Million
Q1 2018 May 04, 2018	BUY	$52.03 - $64.14 $302,502 - $372,909	5,814 Added 20.65%	33,963 $1.85 Million
Q4 2017 Feb 08, 2018	BUY	$63.27 - $69.55 $143,180 - $157,391	2,263 Added 8.74%	28,149 $1.8 Million
Q3 2017 Nov 08, 2017	BUY	$69.91 - $75.36 $65,505 - $70,612	937 Added 3.76%	25,886 $1.82 Million
Q2 2017 Aug 11, 2017	BUY	N/A	24,949	24,949 $0

Others Institutions Holding WELL

# of Institutions

1,233

Shares Held

593M

Call Options Held

1.09M

Put Options Held

2.06M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $68.5B
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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