Global Retirement Partners, LLC Welltower Inc. Transaction History

Global Retirement Partners, LLC

$2.65 Billion
Q1 2024

A detailed history of Global Retirement Partners, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Global Retirement Partners, LLC holds 7,467 shares of WELL stock, worth $791,277. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,467

Previous 7,846 4.83%

Holding current value

$791,277

Previous $707,000 1.41%

% of portfolio

0.03%

Previous 0.03%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$86.51 - $94.25 $32,787 - $35,720	-379 Reduced 4.83%	7,467 $697,000
Q4 2023 Jan 18, 2024	SELL	$79.31 - $91.87 $18,796 - $21,773	-237 Reduced 2.93%	7,846 $707,000
Q3 2023 Oct 13, 2023	BUY	$78.6 - $85.47 $13,990 - $15,213	178 Added 2.25%	8,083 $662,000
Q2 2023 Jul 20, 2023	BUY	$70.38 - $81.95 $6,897 - $8,031	98 Added 1.26%	7,905 $639,000
Q1 2023 May 05, 2023	BUY	$65.76 - $78.05 $167,556 - $198,871	2,548 Added 48.45%	7,807 $559,000

Q4 2022 Feb 13, 2023	BUY	$57.37 - $71.58 $7,687 - $9,591	134 Added 2.61%	5,259 $344,000
Q3 2022 Nov 03, 2022	SELL	$63.33 - $86.34 $10,639 - $14,505	-168 Reduced 3.17%	5,125 $313,000
Q2 2022 Jul 15, 2022	BUY	$77.45 - $97.82 $154 - $195	2 Added 0.04%	5,293 $436,000
Q1 2022 Jul 14, 2022	BUY	$79.67 - $98.31 $421,533 - $520,158	5,291 New	5,291 $468,000
Q4 2021 Jan 21, 2022	SELL	$79.36 - $87.07 $81,978 - $89,943	-1,033 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$82.4 - $89.68 $26,368 - $28,697	-320 Reduced 23.65%	1,033 $85,000
Q2 2021 Jul 15, 2021	SELL	$71.04 - $84.02 $273,290 - $323,224	-3,847 Reduced 73.98%	1,353 $112,000
Q1 2021 Apr 14, 2021	BUY	$59.79 - $74.55 $10,941 - $13,642	183 Added 3.65%	5,200 $372,000
Q4 2020 Jan 13, 2021	SELL	$52.26 - $67.84 $888 - $1,153	-17 Reduced 0.34%	5,017 $324,000
Q3 2020 Oct 09, 2020	BUY	$49.2 - $61.12 $10,824 - $13,446	220 Added 4.57%	5,034 $277,000
Q2 2020 Jul 13, 2020	BUY	$37.26 - $61.65 $22,914 - $37,914	615 Added 14.65%	4,814 $249,000
Q1 2020 Apr 28, 2020	SELL	$33.22 - $89.84 $24,184 - $65,403	-728 Reduced 14.78%	4,199 $192,000
Q4 2019 Jan 23, 2020	BUY	$77.4 - $92.21 $17,337 - $20,655	224 Added 4.76%	4,927 $403,000
Q3 2019 Nov 19, 2019	BUY	$81.74 - $92.46 $77,653 - $87,837	950 Added 25.31%	4,703 $426,000
Q2 2019 Nov 19, 2019	SELL	$71.76 - $84.63 $861 - $1,015	-12 Reduced 0.32%	3,753 $306,000
Q1 2019 May 07, 2019	SELL	$67.29 - $78.72 $16,216 - $18,971	-241 Reduced 6.02%	3,765 $292,000
Q4 2018 Feb 22, 2019	SELL	$61.6 - $74.72 $6,036 - $7,322	-98 Reduced 2.39%	4,006 $278,000
Q3 2018 Oct 17, 2018	BUY	$61.7 - $67.46 $15,054 - $16,460	244 Added 6.32%	4,104 $264,000
Q2 2018 Aug 13, 2018	BUY	$50.01 - $62.69 $10,652 - $13,352	213 Added 5.84%	3,860 $242,000
Q1 2018 Aug 10, 2018	BUY	$52.03 - $64.14 $50,885 - $62,728	978 Added 36.64%	3,647 $199,000
Q4 2017 Aug 13, 2018	BUY	$63.27 - $69.55 $17,525 - $19,265	277 Added 11.58%	2,669 $170,000
Q3 2017 Aug 10, 2018	BUY	$69.91 - $75.36 $33,067 - $35,645	473 Added 24.65%	2,392 $168,000
Q2 2017 Aug 10, 2018	BUY	N/A	457 Added 31.26%	1,919 $144,000
Q1 2017 Aug 10, 2018	BUY	N/A	609 Added 71.4%	1,462 $104,000
Q4 2016 Aug 10, 2018	BUY	N/A	853	853 $57,000

Others Institutions Holding WELL

# of Institutions

1,023

Shares Held

517M

Call Options Held

1.3M

Put Options Held

717K

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $49.1B
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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Global Retirement Partners, LLC Welltower Inc. Transaction History