A detailed history of Edgemoor Investment Advisors, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Edgemoor Investment Advisors, Inc. holds 16,420 shares of WELL stock, worth $2.05 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
16,420
Previous 16,500 0.48%
Holding current value
$2.05 Million
Previous $1.72 Million 22.15%
% of portfolio
0.18%
Previous 0.16%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WELLTOWER INC.


  • Ticker WELL
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 463,369,984
  • Market Cap $57.8B
  • 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
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