Global Wealth Management Investment Advisory, Inc. Welltower Inc. Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$59.79 - $74.55 $956 - $1,192	-16 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$52.26 - $67.84 $836 - $1,085	16 New	16 $1,000
Q3 2020 Nov 16, 2020	SELL	$49.2 - $61.12 $11,217 - $13,935	-228 Closed	0 $0
Q2 2020 Aug 12, 2020	SELL	$37.26 - $61.65 $3,241 - $5,363	-87 Reduced 27.62%	228 $12,000
Q4 2019 Feb 14, 2020	SELL	$77.4 - $92.21 $4,798 - $5,717	-62 Reduced 16.45%	315 $26,000
Q3 2019 Nov 14, 2019	SELL	$81.74 - $92.46 $1,062 - $1,201	-13 Reduced 3.33%	377 $34,000
Q2 2019 Aug 20, 2019	SELL	$71.76 - $84.63 $158,876 - $187,370	-2,214 Reduced 85.02%	390 $32,000
Q1 2019 May 10, 2019	SELL	$67.29 - $78.72 $243,657 - $285,045	-3,621 Reduced 58.17%	2,604 $202,000
Q4 2018 Feb 14, 2019	BUY	$61.6 - $74.72 $383,460 - $465,132	6,225 New	6,225 $432,000

Others Institutions Holding WELL

# of Institutions

1,154

Shares Held

548M

Call Options Held

1.11M

Put Options Held

2.1M

Vanguard Group Inc Valley Forge, PA

95.7M
Shares

$13.1 Billion
0.22% of portfolio
Black Rock Inc. New York, NY

59M
Shares

$8.08 Billion
0.14% of portfolio
Cohen & Steers, Inc. New York, NY

38M
Shares

$5.21 Billion
8.66% of portfolio
Capital International Investors Los Angeles, CA

36.8M
Shares

$5.04 Billion
0.93% of portfolio
State Street Corp Boston, MA

35.6M
Shares

$4.88 Billion
0.19% of portfolio

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $63.5B
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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