Gradient Investments LLC Welltower Inc. Transaction History

Gradient Investments LLC

$3.55 Billion
Q1 2024

A detailed history of Gradient Investments LLC transactions in Welltower Inc. stock. As of the latest transaction made, Gradient Investments LLC holds 568 shares of WELL stock, worth $60,190. This represents 0.0% of its overall portfolio holdings.

Number of Shares

568

Previous 755 24.77%

Holding current value

$60,190

Previous $68,000 22.06%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$86.51 - $94.25 $16,177 - $17,624	-187 Reduced 24.77%	568 $53,000
Q4 2023 Jan 18, 2024	BUY	$79.31 - $91.87 $2,617 - $3,031	33 Added 4.57%	755 $68,000
Q3 2023 Oct 27, 2023	SELL	$78.6 - $85.47 $4,087 - $4,444	-52 Reduced 6.72%	722 $59,000
Q2 2023 Jul 11, 2023	BUY	$70.38 - $81.95 $1,055 - $1,229	15 Added 1.98%	774 $62,000
Q3 2022 Oct 14, 2022	SELL	$63.33 - $86.34 $823 - $1,122	-13 Reduced 1.68%	759 $49,000

Q2 2022 Jul 11, 2022	SELL	$77.45 - $97.82 $9,061 - $11,444	-117 Reduced 13.16%	772 $64,000
Q1 2022 May 26, 2022	BUY	$79.67 - $98.31 $5,975 - $7,373	75 Added 9.21%	889 $85,000
Q4 2021 Jan 12, 2022	BUY	$79.36 - $87.07 $15,872 - $17,414	200 Added 32.57%	814 $70,000
Q2 2021 Jul 12, 2021	BUY	$71.04 - $84.02 $6,890 - $8,149	97 Added 18.76%	614 $51,000
Q2 2020 Jul 10, 2020	BUY	$37.26 - $61.65 $1,527 - $2,527	41 Added 8.61%	517 $27,000
Q4 2019 Jan 15, 2020	SELL	$77.4 - $92.21 $3,792 - $4,518	-49 Reduced 9.33%	476 $39,000
Q3 2019 Oct 10, 2019	BUY	$81.74 - $92.46 $2,288 - $2,588	28 Added 5.63%	525 $48,000
Q2 2019 Jul 16, 2019	BUY	$71.76 - $84.63 $30,498 - $35,967	425 Added 590.28%	497 $41,000
Q1 2019 Apr 11, 2019	SELL	$67.29 - $78.72 $27,790 - $32,511	-413 Reduced 85.15%	72 $6,000
Q4 2018 Jan 18, 2019	SELL	$61.6 - $74.72 $1,663 - $2,017	-27 Reduced 5.27%	485 $34,000
Q2 2018 Aug 09, 2018	SELL	$50.01 - $62.69 $10,002 - $12,538	-200 Reduced 28.09%	512 $32,000
Q1 2018 Apr 11, 2018	SELL	$52.03 - $64.14 $156 - $192	-3 Reduced 0.42%	712 $39,000
Q4 2017 Feb 07, 2018	BUY	$63.27 - $69.55 $45,238 - $49,728	715	715 $46,000

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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Gradient Investments LLC Welltower Inc. Transaction History