Edgemoor Investment Advisors, Inc. Welltower Inc. Transaction History

Edgemoor Investment Advisors, Inc.

$1.06 Billion
Q1 2025

A detailed history of Edgemoor Investment Advisors, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Edgemoor Investment Advisors, Inc. holds 16,375 shares of WELL stock, worth $2.49 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

16,375

Previous 16,400 0.15%

Holding current value

$2.49 Million

Previous $2.07 Million 21.39%

% of portfolio

0.24%

Previous 0.19%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$124.05 - $156.86 $3,101 - $3,921	-25 Reduced 0.15%	16,375 $2.51 Million
Q4 2024 Feb 10, 2025	SELL	$123.11 - $139.3 $2,462 - $2,786	-20 Reduced 0.12%	16,400 $2.07 Million
Q3 2024 Nov 12, 2024	SELL	$104.0 - $129.74 $8,320 - $10,379	-80 Reduced 0.48%	16,420 $2.1 Million
Q3 2023 Nov 09, 2023	SELL	$78.6 - $85.47 $15,641 - $17,008	-199 Reduced 1.19%	16,500 $1.35 Million
Q2 2023 Aug 09, 2023	SELL	$70.38 - $81.95 $169,686 - $197,581	-2,411 Reduced 12.62%	16,699 $1.35 Million
Q1 2023 May 09, 2023	SELL	$65.76 - $78.05 $65,957 - $78,284	-1,003 Reduced 4.99%	19,110 $1.37 Million
Q4 2022 Feb 07, 2023	SELL	$57.37 - $71.58 $21,112 - $26,341	-368 Reduced 1.8%	20,113 $1.32 Million
Q3 2022 Nov 08, 2022	BUY	$63.33 - $86.34 $14,692 - $20,030	232 Added 1.15%	20,481 $1.32 Million
Q2 2022 Aug 04, 2022	SELL	$77.45 - $97.82 $8,519 - $10,760	-110 Reduced 0.54%	20,249 $1.67 Million
Q1 2022 May 12, 2022	BUY	$79.67 - $98.31 $29,318 - $36,178	368 Added 1.84%	20,359 $1.96 Million
Q3 2021 Nov 02, 2021	SELL	$82.4 - $89.68 $144,859 - $157,657	-1,758 Reduced 8.08%	19,991 $1.65 Million
Q2 2021 Aug 11, 2021	SELL	$71.04 - $84.02 $14,350 - $16,972	-202 Reduced 0.92%	21,749 $1.81 Million
Q1 2021 May 12, 2021	SELL	$59.79 - $74.55 $24,095 - $30,043	-403 Reduced 1.8%	21,951 $1.57 Million
Q4 2020 Feb 11, 2021	SELL	$52.26 - $67.84 $104 - $135	-2 Reduced 0.01%	22,354 $1.45 Million
Q3 2020 Nov 10, 2020	SELL	$49.2 - $61.12 $9,840 - $12,224	-200 Reduced 0.89%	22,356 $1.23 Million
Q2 2020 Aug 05, 2020	SELL	$37.26 - $61.65 $37,073 - $61,341	-995 Reduced 4.22%	22,556 $1.17 Million
Q1 2020 May 06, 2020	SELL	$33.22 - $89.84 $58,367 - $157,848	-1,757 Reduced 6.94%	23,551 $1.08 Million
Q4 2019 Feb 04, 2020	SELL	$77.4 - $92.21 $71,208 - $84,833	-920 Reduced 3.51%	25,308 $2.07 Million
Q3 2019 Nov 06, 2019	BUY	$81.74 - $92.46 $326 - $369	4 Added 0.02%	26,228 $2.38 Million
Q2 2019 Aug 09, 2019	BUY	$71.76 - $84.63 $358 - $423	5 Added 0.02%	26,224 $2.14 Million
Q1 2019 May 08, 2019	SELL	$67.29 - $78.72 $4,037 - $4,723	-60 Reduced 0.23%	26,219 $2.04 Million
Q4 2018 Jan 31, 2019	SELL	$61.6 - $74.72 $17,186 - $20,846	-279 Reduced 1.05%	26,279 $1.82 Million
Q3 2018 Oct 26, 2018	SELL	$61.7 - $67.46 $43,745 - $47,829	-709 Reduced 2.6%	26,558 $1.71 Million
Q2 2018 Aug 02, 2018	BUY	$50.01 - $62.69 $350 - $438	7 Added 0.03%	27,267 $1.71 Million
Q1 2018 May 14, 2018	SELL	$52.03 - $64.14 $30,177 - $37,201	-580 Reduced 2.08%	27,260 $1.48 Million
Q4 2017 Feb 07, 2018	SELL	$63.27 - $69.55 $43,972 - $48,337	-695 Reduced 2.44%	27,840 $1.65 Million
Q3 2017 Nov 09, 2017	BUY	$69.91 - $75.36 $1.99 Million - $2.15 Million	28,535	28,535 $2.01 Million

Others Institutions Holding WELL

# of Institutions

1,361

Shares Held

583M

Call Options Held

1.71M

Put Options Held

1.25M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $70.5B
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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Edgemoor Investment Advisors, Inc. Welltower Inc. Transaction History