D L Carlson Investment Group Inc Welltower Inc. Transaction History

D L Carlson Investment Group Inc

$528 Million
Q2 2025

A detailed history of D L Carlson Investment Group Inc transactions in Welltower Inc. stock. As of the latest transaction made, D L Carlson Investment Group Inc holds 30,685 shares of WELL stock, worth $5.37 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

30,685

Previous 32,733 6.26%

Holding current value

$5.37 Million

Previous $5.02 Million 5.94%

% of portfolio

0.89%

Previous 0.99%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$136.49 - $155.22 $279,531 - $317,890	-2,048 Reduced 6.26%	30,685 $4.72 Million
Q1 2025 May 14, 2025	SELL	$124.05 - $156.86 $169,204 - $213,957	-1,364 Reduced 4.0%	32,733 $5.02 Million
Q4 2024 Feb 12, 2025	SELL	$123.11 - $139.3 $80,144 - $90,684	-651 Reduced 1.87%	34,097 $4.3 Million
Q3 2024 Nov 13, 2024	SELL	$104.0 - $129.74 $4,888 - $6,097	-47 Reduced 0.14%	34,748 $4.45 Million
Q2 2024 Aug 14, 2024	SELL	$88.31 - $105.01 $33,469 - $39,798	-379 Reduced 1.08%	34,795 $3.63 Million
Q1 2024 May 14, 2024	SELL	$86.51 - $94.25 $17,302 - $18,850	-200 Reduced 0.57%	35,174 $3.29 Million
Q4 2023 Feb 16, 2024	BUY	$79.31 - $91.87 $2.81 Million - $3.25 Million	35,374 New	35,374 $3.19 Million
Q2 2020 Aug 13, 2020	SELL	$37.26 - $61.65 $837,865 - $1.39 Million	-22,487 Closed	0 $0
Q1 2020 May 07, 2020	SELL	$33.22 - $89.84 $62,951 - $170,246	-1,895 Reduced 7.77%	22,487 $1.03 Million
Q4 2019 Feb 10, 2020	SELL	$77.4 - $92.21 $1.55 Million - $1.85 Million	-20,013 Reduced 45.08%	24,382 $1.99 Million
Q3 2019 Nov 05, 2019	SELL	$81.74 - $92.46 $543,734 - $615,043	-6,652 Reduced 13.03%	44,395 $4.02 Million
Q2 2019 Aug 19, 2019	SELL	$71.76 - $84.63 $724,776 - $854,763	-10,100 Reduced 16.52%	51,047 $4.16 Million
Q1 2019 May 02, 2019	BUY	$67.29 - $78.72 $215,126 - $251,667	3,197 Added 5.52%	61,147 $4.75 Million
Q4 2018 Feb 12, 2019	BUY	$61.6 - $74.72 $420,728 - $510,337	6,830 Added 13.36%	57,950 $4.02 Million
Q3 2018 Nov 13, 2018	SELL	$61.7 - $67.46 $20,731 - $22,666	-336 Reduced 0.65%	51,120 $3.29 Million
Q2 2018 Aug 10, 2018	SELL	$50.01 - $62.69 $53,760 - $67,391	-1,075 Reduced 2.05%	51,456 $3.23 Million
Q1 2018 May 11, 2018	SELL	$52.03 - $64.14 $138,139 - $170,291	-2,655 Reduced 4.81%	52,531 $2.86 Million
Q4 2017 Feb 09, 2018	SELL	$63.27 - $69.55 $162,287 - $178,395	-2,565 Reduced 4.44%	55,186 $3.52 Million
Q3 2017 Nov 13, 2017	BUY	$69.91 - $75.36 $4.04 Million - $4.35 Million	57,751	57,751 $4.06 Million

Others Institutions Holding WELL

# of Institutions

1,411

Shares Held

623M

Call Options Held

1.16M

Put Options Held

1.49M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $81.1B
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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D L Carlson Investment Group Inc Welltower Inc. Transaction History