Good Life Advisors, LLC Welltower Inc. Transaction History

Good Life Advisors, LLC

$1.58 Billion
Q3 2024

A detailed history of Good Life Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Good Life Advisors, LLC holds 5,104 shares of WELL stock, worth $709,251. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,104

Previous 5,195 1.75%

Holding current value

$709,251

Previous $541,000 20.7%

% of portfolio

0.04%

Previous 0.05%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$104.0 - $129.74 $9,464 - $11,806	-91 Reduced 1.75%	5,104 $653,000
Q2 2024 Jul 17, 2024	BUY	$88.31 - $105.01 $12,098 - $14,386	137 Added 2.71%	5,195 $541,000
Q1 2024 May 02, 2024	BUY	$86.51 - $94.25 $865 - $942	10 Added 0.2%	5,058 $472,000
Q4 2023 Jan 18, 2024	BUY	$79.31 - $91.87 $4,758 - $5,512	60 Added 1.2%	5,048 $455,000
Q3 2023 Oct 19, 2023	SELL	$78.6 - $85.47 $2,436 - $2,649	-31 Reduced 0.62%	4,988 $408,000
Q2 2023 Jul 10, 2023	BUY	$70.38 - $81.95 $45,817 - $53,349	651 Added 14.9%	5,019 $405,000
Q1 2023 May 05, 2023	BUY	$65.76 - $78.05 $5,260 - $6,244	80 Added 1.87%	4,368 $313,000
Q4 2022 Feb 10, 2023	BUY	$57.37 - $71.58 $2,983 - $3,722	52 Added 1.23%	4,288 $280,000
Q3 2022 Oct 13, 2022	SELL	$63.33 - $86.34 $2,976 - $4,057	-47 Reduced 1.1%	4,236 $272,000
Q2 2022 Jul 19, 2022	SELL	$77.45 - $97.82 $3,252 - $4,108	-42 Reduced 0.97%	4,283 $353,000
Q1 2022 Apr 26, 2022	SELL	$79.67 - $98.31 $11,233 - $13,861	-141 Reduced 3.16%	4,325 $416,000
Q4 2021 Feb 10, 2022	BUY	$79.36 - $87.07 $13,649 - $14,976	172 Added 4.01%	4,466 $383,000
Q3 2021 Oct 29, 2021	SELL	$82.4 - $89.68 $7,416 - $8,071	-90 Reduced 2.05%	4,294 $354,000
Q2 2021 Jul 29, 2021	BUY	$71.04 - $84.02 $8,027 - $9,494	113 Added 2.65%	4,384 $364,000
Q1 2021 Apr 27, 2021	SELL	$59.79 - $74.55 $6,517 - $8,125	-109 Reduced 2.49%	4,271 $308,000
Q4 2020 Feb 04, 2021	BUY	$52.26 - $67.84 $6,950 - $9,022	133 Added 3.13%	4,380 $289,000
Q3 2020 Oct 19, 2020	BUY	$49.2 - $61.12 $14,464 - $17,969	294 Added 7.44%	4,247 $233,000
Q2 2020 Jul 20, 2020	BUY	$37.26 - $61.65 $147,288 - $243,702	3,953 New	3,953 $205,000
Q1 2020 May 01, 2020	SELL	$33.22 - $89.84 $102,217 - $276,437	-3,077 Closed	0 $0
Q4 2019 Jan 17, 2020	BUY	$77.4 - $92.21 $21,130 - $25,173	273 Added 9.74%	3,077 $247,000
Q3 2019 Nov 08, 2019	SELL	$81.74 - $92.46 $10,707 - $12,112	-131 Reduced 4.46%	2,804 $259,000
Q2 2019 Aug 06, 2019	SELL	$71.76 - $84.63 $789 - $930	-11 Reduced 0.37%	2,935 $235,000
Q1 2019 May 09, 2019	SELL	$67.29 - $78.72 $22,340 - $26,135	-332 Reduced 10.13%	2,946 $230,000
Q4 2018 Feb 01, 2019	BUY	$61.6 - $74.72 $201,924 - $244,932	3,278 New	3,278 $228,000
Q1 2018 May 01, 2018	SELL	$52.03 - $64.14 $193,135 - $238,087	-3,712 Closed	0 $0
Q4 2017 Feb 12, 2018	SELL	$63.27 - $69.55 $4,365 - $4,798	-69 Reduced 1.82%	3,712 $232,000
Q3 2017 Nov 01, 2017	SELL	$69.91 - $75.36 $12,304 - $13,263	-176 Reduced 4.45%	3,781 $257,000
Q2 2017 Aug 08, 2017	BUY	N/A	3,957	3,957 $288,000

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 $64.4B
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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Good Life Advisors, LLC Welltower Inc. Transaction History