Gradient Investments LLC Welltower Inc. Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$88.31 - $105.01 $2,472 - $2,940	28 Added 4.93%	596 $62,000
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

1,153

Shares Held

536M

Call Options Held

1.11M

Put Options Held

2.1M

Vanguard Group Inc Valley Forge, PA

95.7M
Shares

$11.9 Billion
0.22% of portfolio
Black Rock Inc. New York, NY

59M
Shares

$7.35 Billion
0.14% of portfolio
Cohen & Steers, Inc. New York, NY

38M
Shares

$4.74 Billion
8.66% of portfolio
Capital International Investors Los Angeles, CA

36.8M
Shares

$4.58 Billion
0.93% of portfolio
State Street Corp Boston, MA

35.6M
Shares

$4.44 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 $57.8B
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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