Evoke Wealth, LLC Welltower Inc. Transaction History

Evoke Wealth, LLC

$3.59 Trillion
Q4 2024

A detailed history of Evoke Wealth, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Evoke Wealth, LLC holds 2,088 shares of WELL stock, worth $320,528. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,088

Previous 2,035 2.6%

Holding current value

$320,528

Previous $261 Million 1.01%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$123.11 - $139.3 $6,524 - $7,382	53 Added 2.6%	2,088 $263 Million
Q3 2024 Nov 13, 2024	BUY	$104.0 - $129.74 $211,640 - $264,020	2,035 New	2,035 $261 Million
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

Others Institutions Holding WELL

# of Institutions

1,230

Shares Held

593M

Call Options Held

1.09M

Put Options Held

2.06M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $71.1B
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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