Evercore Wealth Management, LLC Welltower Inc. Transaction History

Evercore Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 13, 2020	SELL	$37.26 - $61.65 $256,721 - $424,768	-6,890 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$33.22 - $89.84 $25,346 - $68,547	-763 Reduced 9.97%	6,890 $316,000
Q4 2019 Feb 13, 2020	SELL	$77.4 - $92.21 $97,524 - $116,184	-1,260 Reduced 14.14%	7,653 $626,000
Q3 2019 Nov 14, 2019	BUY	$81.74 - $92.46 $45,202 - $51,130	553 Added 6.61%	8,913 $808,000
Q2 2019 Aug 13, 2019	BUY	$71.76 - $84.63 $252,738 - $298,066	3,522 Added 72.8%	8,360 $682,000

Q1 2019 May 14, 2019	BUY	$67.29 - $78.72 $12,515 - $14,641	186 Added 4.0%	4,838 $376,000
Q4 2018 Feb 13, 2019	BUY	$61.6 - $74.72 $90,860 - $110,212	1,475 Added 46.43%	4,652 $323,000
Q3 2018 Nov 13, 2018	BUY	$61.7 - $67.46 $196,020 - $214,320	3,177 New	3,177 $204,000
Q1 2018 May 15, 2018	SELL	$52.03 - $64.14 $103,747 - $127,895	-1,994 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$69.91 - $75.36 $139,400 - $150,267	1,994	1,994 $140,000

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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