Greenleaf Trust Welltower Inc. Transaction History

Greenleaf Trust

$10.7 Billion
Q1 2024

A detailed history of Greenleaf Trust transactions in Welltower Inc. stock. As of the latest transaction made, Greenleaf Trust holds 7,906 shares of WELL stock, worth $837,798. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,906

Previous 8,035 1.61%

Holding current value

$837,798

Previous $724,000 1.93%

% of portfolio

0.01%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$86.51 - $94.25 $11,159 - $12,158	-129 Reduced 1.61%	7,906 $738,000
Q4 2023 Jan 31, 2024	BUY	$79.31 - $91.87 $36,244 - $41,984	457 Added 6.03%	8,035 $724,000
Q3 2023 Nov 09, 2023	BUY	$78.6 - $85.47 $14,383 - $15,641	183 Added 2.47%	7,578 $620,000
Q2 2023 Aug 09, 2023	BUY	$70.38 - $81.95 $50,814 - $59,167	722 Added 10.82%	7,395 $598,000
Q1 2023 May 11, 2023	BUY	$65.76 - $78.05 $26,172 - $31,063	398 Added 6.34%	6,673 $478,000

Q4 2022 Jan 25, 2023	BUY	$57.37 - $71.58 $62,131 - $77,521	1,083 Added 20.86%	6,275 $411,000
Q3 2022 Nov 10, 2022	BUY	$63.33 - $86.34 $12,602 - $17,181	199 Added 3.99%	5,192 $334,000
Q2 2022 Aug 12, 2022	SELL	$77.45 - $97.82 $41,823 - $52,822	-540 Reduced 9.76%	4,993 $411,000
Q1 2022 Apr 27, 2022	BUY	$79.67 - $98.31 $65,409 - $80,712	821 Added 17.42%	5,533 $532,000
Q4 2021 Feb 11, 2022	BUY	$79.36 - $87.07 $3,412 - $3,744	43 Added 0.92%	4,712 $404,000
Q3 2021 Nov 12, 2021	BUY	$82.4 - $89.68 $23,319 - $25,379	283 Added 6.45%	4,669 $385,000
Q2 2021 Aug 10, 2021	BUY	$71.04 - $84.02 $30,334 - $35,876	427 Added 10.79%	4,386 $364,000
Q1 2021 Apr 30, 2021	BUY	$59.79 - $74.55 $20,209 - $25,197	338 Added 9.33%	3,959 $284,000
Q4 2020 Feb 08, 2021	BUY	$52.26 - $67.84 $189,233 - $245,648	3,621 New	3,621 $234,000
Q1 2020 Apr 29, 2020	SELL	$33.22 - $89.84 $276,290 - $747,199	-8,317 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$77.4 - $92.21 $31,192 - $37,160	403 Added 5.09%	8,317 $680,000
Q3 2019 Nov 08, 2019	BUY	$81.74 - $92.46 $17,574 - $19,878	215 Added 2.79%	7,914 $717,000
Q2 2019 Jul 24, 2019	BUY	$71.76 - $84.63 $15,715 - $18,533	219 Added 2.93%	7,699 $628,000
Q1 2019 May 08, 2019	BUY	$67.29 - $78.72 $25,637 - $29,992	381 Added 5.37%	7,480 $580,000
Q4 2018 Feb 07, 2019	BUY	$61.6 - $74.72 $19,835 - $24,059	322 Added 4.75%	7,099 $493,000
Q3 2018 Oct 29, 2018	BUY	$61.7 - $67.46 $16,659 - $18,214	270 Added 4.15%	6,777 $436,000
Q2 2018 Aug 07, 2018	BUY	$50.01 - $62.69 $325,415 - $407,923	6,507 New	6,507 $408,000
Q1 2018 Apr 30, 2018	SELL	$52.03 - $64.14 $15,452 - $19,049	-297 Closed	0 $0
Q4 2017 Feb 08, 2018	SELL	$63.27 - $69.55 $1,391 - $1,530	-22 Reduced 6.9%	297 $19,000
Q3 2017 Nov 13, 2017	BUY	$69.91 - $75.36 $22,301 - $24,039	319	319 $22,000

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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