Ethic Inc. Welltower Inc. Transaction History

Ethic Inc.

$5.89 Billion
Q3 2025

A detailed history of Ethic Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Ethic Inc. holds 108,883 shares of WELL stock, worth $19.1 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

108,883

Previous 101,657 7.11%

Holding current value

$19.1 Million

Previous $15.6 Million 24.12%

% of portfolio

0.33%

Previous 0.29%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$150.71 - $178.14 $1.09 Million - $1.29 Million	7,226 Added 7.11%	108,883 $19.4 Million
Q2 2025 Jul 30, 2025	BUY	$136.49 - $155.22 $622,803 - $708,268	4,563 Added 4.7%	101,657 $15.6 Million
Q1 2025 May 13, 2025	BUY	$124.05 - $156.86 $2.13 Million - $2.69 Million	17,177 Added 21.49%	97,094 $14.9 Million
Q4 2024 Feb 14, 2025	BUY	$123.11 - $139.3 $2.06 Million - $2.33 Million	16,715 Added 26.45%	79,917 $10.1 Million
Q3 2024 Nov 13, 2024	SELL	$104.0 - $129.74 $400,608 - $499,758	-3,852 Reduced 5.74%	63,202 $8.09 Million
Q2 2024 Aug 13, 2024	BUY	$88.31 - $105.01 $340,170 - $404,498	3,852 Added 6.09%	67,054 $6.99 Million
Q1 2024 May 13, 2024	BUY	$86.51 - $94.25 $727,981 - $793,113	8,415 Added 15.36%	63,202 $5.91 Million
Q4 2023 Feb 14, 2024	BUY	$79.31 - $91.87 $2.21 Million - $2.56 Million	27,861 Added 103.47%	54,787 $4.94 Million
Q3 2023 Nov 14, 2023	BUY	$78.6 - $85.47 $442,046 - $480,683	5,624 Added 26.4%	26,926 $2.21 Million
Q2 2023 Aug 14, 2023	BUY	$70.38 - $81.95 $143,786 - $167,423	2,043 Added 10.61%	21,302 $1.72 Million
Q1 2023 May 12, 2023	BUY	$65.76 - $78.05 $619,327 - $735,074	9,418 Added 95.7%	19,259 $1.38 Million
Q4 2022 Feb 14, 2023	SELL	$57.37 - $71.58 $127,648 - $159,265	-2,225 Reduced 18.44%	9,841 $644,000
Q3 2022 Nov 14, 2022	SELL	$63.33 - $86.34 $114,120 - $155,584	-1,802 Reduced 12.99%	12,066 $776,000
Q2 2022 Aug 10, 2022	BUY	$77.45 - $97.82 $264,724 - $334,348	3,418 Added 32.71%	13,868 $1.14 Million
Q1 2022 May 16, 2022	SELL	$79.67 - $98.31 $799,488 - $986,540	-10,035 Reduced 48.99%	10,450 $1.01 Million
Q4 2021 Feb 14, 2022	SELL	$79.36 - $87.07 $15,872 - $17,414	-200 Reduced 0.97%	20,485 $1.76 Million
Q3 2021 Nov 15, 2021	BUY	$82.4 - $89.68 $164,058 - $178,552	1,991 Added 10.65%	20,685 $1.7 Million
Q2 2021 Aug 10, 2021	BUY	$71.04 - $84.02 $318,401 - $376,577	4,482 Added 31.54%	18,694 $1.55 Million
Q1 2021 May 13, 2021	BUY	$59.79 - $74.55 $309,233 - $385,572	5,172 Added 57.21%	14,212 $1.02 Million
Q4 2020 Feb 10, 2021	BUY	$52.26 - $67.84 $122,811 - $159,424	2,350 Added 35.13%	9,040 $584,000
Q3 2020 Oct 27, 2020	BUY	$49.2 - $61.12 $329,148 - $408,892	6,690 New	6,690 $369,000

Others Institutions Holding WELL

# of Institutions

1,444

Shares Held

624M

Call Options Held

1.16M

Put Options Held

1.39M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $81.1B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ethic Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ethic Inc. with notifications on news.

Account