Dimensional Fund Advisors LP Welltower Inc. Transaction History

Dimensional Fund Advisors LP

$403 Billion
Q3 2024

A detailed history of Dimensional Fund Advisors LP transactions in Welltower Inc. stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 7,758,439 shares of WELL stock, worth $1.06 Billion. This represents 0.25% of its overall portfolio holdings.

Number of Shares

7,758,439

Previous 7,814,741 0.72%

Holding current value

$1.06 Billion

Previous $815 Million 21.9%

% of portfolio

0.25%

Previous 0.22%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$104.0 - $129.74 $5.86 Million - $7.3 Million	-56,302 Reduced 0.72%	7,758,439 $993 Million
Q2 2024 Aug 09, 2024	BUY	$88.31 - $105.01 $5.56 Million - $6.61 Million	62,942 Added 0.81%	7,814,741 $815 Million
Q1 2024 May 10, 2024	BUY	$86.51 - $94.25 $13.9 Million - $15.2 Million	161,118 Added 2.12%	7,751,799 $724 Million
Q4 2023 Feb 07, 2024	BUY	$79.31 - $91.87 $27 Million - $31.3 Million	340,725 Added 4.7%	7,590,681 $684 Million
Q3 2023 Nov 09, 2023	BUY	$78.6 - $85.47 $21.4 Million - $23.2 Million	272,017 Added 3.9%	7,249,956 $594 Million
Q2 2023 Aug 09, 2023	BUY	$70.38 - $81.95 $13.4 Million - $15.6 Million	190,476 Added 2.81%	6,977,939 $564 Million
Q1 2023 May 12, 2023	BUY	$65.76 - $78.05 $30 Million - $35.6 Million	455,626 Added 7.2%	6,787,463 $487 Million
Q4 2022 Feb 09, 2023	BUY	$57.37 - $71.58 $2.88 Million - $3.59 Million	50,175 Added 0.8%	6,331,837 $415 Million
Q3 2022 Nov 10, 2022	BUY	$63.33 - $86.34 $9.08 Million - $12.4 Million	143,331 Added 2.34%	6,281,662 $404 Million
Q2 2022 Aug 12, 2022	BUY	$77.45 - $97.82 $1.37 Million - $1.73 Million	17,692 Added 0.29%	6,138,331 $505 Million
Q1 2022 May 13, 2022	BUY	$79.67 - $98.31 $11 Million - $13.5 Million	137,602 Added 2.3%	6,120,639 $588 Million
Q4 2021 Feb 09, 2022	SELL	$79.36 - $87.07 $6,824 - $7,488	-86 Reduced -0.0%	5,983,037 $513 Million
Q3 2021 Nov 12, 2021	BUY	$82.4 - $89.68 $163,728 - $178,194	1,987 Added 0.03%	5,983,123 $493 Million
Q2 2021 Aug 12, 2021	SELL	$71.04 - $84.02 $2.62 Million - $3.1 Million	-36,858 Reduced 0.61%	5,981,136 $497 Million
Q1 2021 May 14, 2021	BUY	$59.79 - $74.55 $5.45 Million - $6.79 Million	91,141 Added 1.54%	6,017,994 $431 Million
Q4 2020 Feb 25, 2021	BUY	$52.26 - $67.84 $310 Million - $402 Million	5,926,853 New	5,926,853 $383 Million

Others Institutions Holding WELL

# of Institutions

1,153

Shares Held

548M

Call Options Held

1.11M

Put Options Held

2.1M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $63B
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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Dimensional Fund Advisors LP Welltower Inc. Transaction History