Evoke Wealth, LLC Welltower Inc. Transaction History

Evoke Wealth, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	BUY	$79.31 - $91.87 $7.76 Million - $8.99 Million	97,885 New	97,885 $8.83 Million
Q3 2022 Nov 07, 2022	BUY	$63.33 - $86.34 $5,953 - $8,115	94 Added 8.66%	1,179 $76,000
Q2 2022 Aug 04, 2022	SELL	$77.45 - $97.82 $309 - $391	-4 Reduced 0.37%	1,085 $89,000
Q1 2022 May 10, 2022	SELL	$79.67 - $98.31 $8,524 - $10,519	-107 Reduced 8.95%	1,089 $105,000
Q2 2021 Aug 05, 2021	SELL	$71.04 - $84.02 $3,907 - $4,621	-55 Reduced 4.4%	1,196 $99,000
Q1 2021 May 13, 2021	BUY	$59.79 - $74.55 $62,360 - $77,755	1,043 Added 501.44%	1,251 $90,000
Q4 2020 Feb 12, 2021	SELL	$52.26 - $67.84 $1,201 - $1,560	-23 Reduced 9.96%	208 $13,000
Q3 2020 Nov 13, 2020	SELL	$49.2 - $61.12 $17,662 - $21,942	-359 Reduced 60.85%	231 $13,000
Q2 2020 Aug 10, 2020	SELL	$37.26 - $61.65 $30,441 - $50,368	-817 Reduced 58.07%	590 $31,000
Q1 2020 May 07, 2020	SELL	$33.22 - $89.84 $97,500 - $263,680	-2,935 Reduced 67.6%	1,407 $64.4 Million
Q4 2019 Feb 07, 2020	SELL	$77.4 - $92.21 $35,681 - $42,508	-461 Reduced 9.6%	4,342 $355 Million
Q3 2019 Nov 12, 2019	BUY	$81.74 - $92.46 $392,597 - $444,085	4,803 New	4,803 $435 Million

1,077

570M

951K

1.54M

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $58.9B
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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