D L Carlson Investment Group Inc Welltower Inc. Transaction History

D L Carlson Investment Group Inc

  • $507 Million
  • Q1 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 32,733 shares of WELL stock, worth $5.01 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
32,733
Previous 34,097 4.0%
Holding current value
$5.01 Million
Previous $4.3 Million 16.71%
% of portfolio
0.99%
Previous 0.79%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,362
Shares Held
583M
Call Options Held
1.71M
Put Options Held
1.25M
View Full List

About WELLTOWER INC.

WELL Quotes by TradingView
  • Ticker WELL
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 463,369,984
  • Market Cap $71B
  • 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...
More about WELL
Track This Portfolio

Track D L Carlson Investment Group Inc Portfolio

Follow D L Carlson Investment Group Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of D L Carlson Investment Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on D L Carlson Investment Group Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email