Ep Wealth Advisors, LLC Welltower Inc. Transaction History

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 181,143 shares of WELL stock, worth $27.3 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

181,143

Previous 4,157 4257.54%

Holding current value

$27.3 Million

Previous $523,000 5206.31%

% of portfolio

0.23%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$124.05 - $156.86 $22 Million - $27.8 Million	176,986 Added 4257.54%	181,143 $27.8 Million
Q4 2024 Feb 13, 2025	BUY	$123.11 - $139.3 $81,375 - $92,077	661 Added 18.91%	4,157 $523,000
Q3 2024 Nov 14, 2024	BUY	$104.0 - $129.74 $7,072 - $8,822	68 Added 1.98%	3,496 $447,000
Q2 2024 Aug 19, 2024	BUY	$88.31 - $105.01 $3,620 - $4,305	41 Added 1.21%	3,428 $357,000
Q1 2024 May 14, 2024	BUY	$86.51 - $94.25 $24,482 - $26,672	283 Added 9.12%	3,387 $316,000
Q4 2023 Feb 28, 2024	BUY	$79.31 - $91.87 $22,841 - $26,458	288 Added 10.23%	3,104 $279,000
Q3 2023 Nov 22, 2023	SELL	$78.6 - $85.47 $853,360 - $927,947	-10,857 Reduced 79.4%	2,816 $230,000
Q2 2023 Aug 14, 2023	BUY	$70.38 - $81.95 $786,778 - $916,119	11,179 Added 448.24%	13,673 $1.11 Million
Q1 2023 Jun 05, 2023	BUY	$65.76 - $78.05 $164,005 - $194,656	2,494 New	2,494 $178,000
Q4 2022 Jun 12, 2023	BUY	$57.37 - $71.58 $93,914 - $117,176	1,637 Added 65.64%	4,131 $270,000
Q2 2022 Aug 11, 2022	BUY	$77.45 - $97.82 $156,836 - $198,085	2,025 Added 44.98%	6,527 $538,000
Q1 2022 May 20, 2022	BUY	$79.67 - $98.31 $2,390 - $2,949	30 Added 0.67%	4,502 $433,000
Q4 2021 Feb 17, 2022	SELL	$79.36 - $87.07 $12,618 - $13,844	-159 Reduced 3.43%	4,472 $384,000
Q3 2021 Nov 23, 2021	SELL	$82.4 - $89.68 $228,989 - $249,220	-2,779 Reduced 37.5%	4,631 $382,000
Q3 2021 Nov 16, 2021	BUY	$82.4 - $89.68 $82,235 - $89,500	998 Added 15.56%	7,410 $382,000
Q2 2021 Aug 24, 2021	SELL	$71.04 - $84.02 $161,118 - $190,557	-2,268 Reduced 26.13%	6,412 $533,000
Q1 2021 May 17, 2021	BUY	$59.79 - $74.55 $2,750 - $3,429	46 Added 0.53%	8,680 $622,000
Q4 2020 Feb 18, 2021	SELL	$52.26 - $67.84 $56,231 - $72,995	-1,076 Reduced 11.08%	8,634 $558,000
Q3 2020 Nov 17, 2020	BUY	$49.2 - $61.12 $24,747 - $30,743	503 Added 5.46%	9,710 $535,000
Q2 2020 Aug 14, 2020	SELL	$37.26 - $61.65 $60,174 - $99,564	-1,615 Reduced 14.92%	9,207 $476,000
Q1 2020 May 18, 2020	BUY	$33.22 - $89.84 $4,451 - $12,038	134 Added 1.25%	10,822 $495,000
Q4 2019 Feb 14, 2020	SELL	$77.4 - $92.21 $9,365 - $11,157	-121 Reduced 1.12%	10,688 $874,000
Q3 2019 Nov 18, 2019	BUY	$81.74 - $92.46 $14,386 - $16,272	176 Added 1.66%	10,809 $980,000
Q2 2019 Aug 27, 2019	BUY	$71.76 - $84.63 $763,024 - $899,870	10,633 New	10,633 $867,000
Q1 2019 May 20, 2019	SELL	$67.29 - $78.72 $756,339 - $884,812	-11,240 Closed	0 $0
Q4 2018 Feb 19, 2019	SELL	$61.6 - $74.72 $22,545 - $27,347	-366 Reduced 3.15%	11,240 $780,000
Q3 2018 Nov 15, 2018	BUY	$61.7 - $67.46 $716,090 - $782,940	11,606 New	11,606 $746,000

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.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $69.9B
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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Ep Wealth Advisors, LLC Welltower Inc. Transaction History