First Horizon Advisors, Inc. Welltower Inc. Transaction History

First Horizon Advisors, Inc.

$3.58 Billion
Q3 2024

A detailed history of First Horizon Advisors, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, First Horizon Advisors, Inc. holds 616 shares of WELL stock, worth $85,118. This represents 0.0% of its overall portfolio holdings.

Number of Shares

616

Previous 951 35.23%

Holding current value

$85,118

Previous $99,000 21.21%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$104.0 - $129.74 $34,840 - $43,462	-335 Reduced 35.23%	616 $78,000
Q2 2024 Jul 19, 2024	BUY	$88.31 - $105.01 $17,485 - $20,791	198 Added 26.29%	951 $99,000
Q1 2024 Apr 26, 2024	BUY	$86.51 - $94.25 $5,363 - $5,843	62 Added 8.97%	753 $70,000
Q4 2023 Feb 06, 2024	BUY	$79.31 - $91.87 $9,596 - $11,116	121 Added 21.23%	691 $62,000
Q2 2023 Aug 03, 2023	SELL	$70.38 - $81.95 $45,465 - $52,939	-646 Reduced 53.13%	570 $46,000
Q1 2023 May 15, 2023	SELL	$65.76 - $78.05 $30,052 - $35,668	-457 Reduced 27.32%	1,216 $87,000
Q4 2022 Feb 10, 2023	SELL	$57.37 - $71.58 $3,786 - $4,724	-66 Reduced 3.8%	1,673 $109,000
Q3 2022 Nov 09, 2022	SELL	$63.33 - $86.34 $33,818 - $46,105	-534 Reduced 23.49%	1,739 $112,000
Q2 2022 Aug 02, 2022	BUY	$77.45 - $97.82 $31,986 - $40,399	413 Added 22.2%	2,273 $187,000
Q1 2022 May 10, 2022	BUY	$79.67 - $98.31 $13,543 - $16,712	170 Added 10.06%	1,860 $179,000
Q4 2021 Feb 09, 2022	SELL	$79.36 - $87.07 $10,396 - $11,406	-131 Reduced 7.19%	1,690 $144,000
Q3 2021 Nov 09, 2021	BUY	$82.4 - $89.68 $40,952 - $44,570	497 Added 37.54%	1,821 $150,000
Q2 2021 Aug 09, 2021	SELL	$71.04 - $84.02 $3,409 - $4,032	-48 Reduced 3.5%	1,324 $110,000
Q1 2021 May 11, 2021	BUY	$59.79 - $74.55 $7,653 - $9,542	128 Added 10.29%	1,372 $98,000
Q4 2020 Feb 11, 2021	BUY	$52.26 - $67.84 $20,590 - $26,728	394 Added 46.35%	1,244 $80,000
Q3 2020 Nov 12, 2020	BUY	$49.2 - $61.12 $2,460 - $3,056	50 Added 6.25%	850 $46,000
Q2 2020 Jul 31, 2020	SELL	$37.26 - $61.65 $3,912 - $6,473	-105 Reduced 11.6%	800 $41,000
Q1 2020 May 05, 2020	SELL	$33.22 - $89.84 $28,535 - $77,172	-859 Reduced 48.7%	905 $41,000
Q3 2019 Oct 23, 2019	SELL	$81.74 - $92.46 $10,707 - $12,112	-131 Reduced 6.91%	1,764 $159,000
Q2 2019 Aug 05, 2019	BUY	$71.76 - $84.63 $1,937 - $2,285	27 Added 1.45%	1,895 $0
Q1 2019 Apr 26, 2019	SELL	$67.29 - $78.72 $11,641 - $13,618	-173 Reduced 8.48%	1,868 $0
Q3 2018 Nov 05, 2018	BUY	$61.7 - $67.46 $125,929 - $137,685	2,041 New	2,041 $0
Q3 2018 Nov 05, 2018	SELL	$61.7 - $67.46 $112,602 - $123,114	-1,825 Closed	0 $0
Q4 2017 Jan 25, 2018	BUY	$63.27 - $69.55 $97,625 - $107,315	1,543 Added 547.16%	1,825 $0
Q3 2017 Nov 09, 2017	SELL	$69.91 - $75.36 $17,827 - $19,216	-255 Reduced 47.49%	282 $0
Q2 2017 Aug 14, 2017	BUY	N/A	537	537 $0

Others Institutions Holding WELL

# of Institutions

1,155

Shares Held

548M

Call Options Held

1.11M

Put Options Held

2.1M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $64B
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 First Horizon Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on First Horizon Advisors, Inc. with notifications on news.

Account

First Horizon Advisors, Inc. Welltower Inc. Transaction History