Everence Capital Management Inc Welltower Inc. Transaction History

Everence Capital Management Inc

$1.54 Billion
Q4 2024

A detailed history of Everence Capital Management Inc transactions in Welltower Inc. stock. As of the latest transaction made, Everence Capital Management Inc holds 16,000 shares of WELL stock, worth $2.28 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

16,000

Previous 17,680 9.5%

Holding current value

$2.28 Million

Previous $2.26 Million 10.95%

% of portfolio

0.13%

Previous 0.14%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 03, 2025	SELL	$123.11 - $139.3 $206,824 - $234,024	-1,680 Reduced 9.5%	16,000 $2.02 Million
Q4 2023 Jan 30, 2024	BUY	$79.31 - $91.87 $328,343 - $380,341	4,140 Added 30.58%	17,680 $1.59 Million
Q4 2022 Jan 31, 2023	BUY	$57.37 - $71.58 $254,722 - $317,815	4,440 Added 48.79%	13,540 $888,000
Q2 2021 Jul 12, 2021	SELL	$71.04 - $84.02 $287,001 - $339,440	-4,040 Reduced 30.75%	9,100 $756,000
Q1 2021 Apr 06, 2021	SELL	$59.79 - $74.55 $4,185 - $5,218	-70 Reduced 0.53%	13,140 $941,000
Q4 2020 Feb 01, 2021	BUY	$52.26 - $67.84 $214,788 - $278,822	4,110 Added 45.16%	13,210 $854,000
Q4 2019 Jan 28, 2020	BUY	$77.4 - $92.21 $7,740 - $9,221	100 Added 1.11%	9,100 $744,000
Q1 2019 May 06, 2019	SELL	$67.29 - $78.72 $215,328 - $251,904	-3,200 Reduced 26.23%	9,000 $698,000
Q2 2018 Jul 26, 2018	BUY	$50.01 - $62.69 $236,047 - $295,896	4,720 Added 63.1%	12,200 $765,000
Q4 2017 Feb 02, 2018	SELL	$63.27 - $69.55 $151,974 - $167,059	-2,402 Reduced 24.31%	7,480 $477,000
Q3 2017 Oct 31, 2017	BUY	$69.91 - $75.36 $690,850 - $744,707	9,882	9,882 $695,000

Others Institutions Holding WELL

# of Institutions

1,178

Shares Held

550M

Call Options Held

1.1M

Put Options Held

2.11M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $66.1B
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...

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Everence Capital Management Inc Welltower Inc. Transaction History