Essex Private Wealth Management, LLC Welltower Inc. Transaction History

Essex Private Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 15, 2021	SELL	$82.4 - $89.68 $497,531 - $541,487	-6,038 Closed	0 $0
Q2 2021 Aug 09, 2021	SELL	$71.04 - $84.02 $12,929 - $15,291	-182 Reduced 2.93%	6,038 $502,000
Q1 2021 May 17, 2021	SELL	$59.79 - $74.55 $19,730 - $24,601	-330 Reduced 5.04%	6,220 $446,000
Q4 2020 Feb 12, 2021	SELL	$52.26 - $67.84 $150,770 - $195,718	-2,885 Reduced 30.58%	6,550 $423,000
Q3 2020 Nov 10, 2020	BUY	$49.2 - $61.12 $2,066 - $2,567	42 Added 0.45%	9,435 $519,000

Q2 2020 Aug 11, 2020	BUY	$37.26 - $61.65 $1,676 - $2,774	45 Added 0.48%	9,393 $486,000
Q1 2020 May 13, 2020	SELL	$33.22 - $89.84 $1,461 - $3,952	-44 Reduced 0.47%	9,348 $427,000
Q4 2019 Feb 13, 2020	BUY	$77.4 - $92.21 $726,940 - $866,036	9,392 New	9,392 $768,000

1,025

517M

1.3M

717K

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $49.3B
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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