Heritage Wealth Advisors Welltower Inc. Transaction History

Heritage Wealth Advisors

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$79.31 - $91.87 $2,141 - $2,480	27 Added 675.0%	31 $2,000
Q3 2023 Nov 08, 2023	BUY	$78.6 - $85.47 $314 - $341	4 New	4 $0
Q2 2020 Jul 17, 2020	BUY	$37.26 - $61.65 $10,768 - $17,816	289 Added 704.88%	330 $17,000
Q2 2020 Jul 17, 2020	SELL	$37.26 - $61.65 $10,768 - $17,816	-289 Reduced 87.58%	41 $17,000
Q1 2020 May 05, 2020	SELL	$33.22 - $89.84 $22,091 - $59,743	-665 Reduced 66.83%	330 $15,000
Q4 2019 Feb 04, 2020	BUY	$77.4 - $92.21 $1,006 - $1,198	13 Added 1.32%	995 $81,000
Q3 2019 Oct 30, 2019	BUY	$81.74 - $92.46 $50,270 - $56,862	615 Added 167.57%	982 $89,000
Q2 2019 Aug 05, 2019	SELL	$71.76 - $84.63 $5,669 - $6,685	-79 Reduced 17.71%	367 $0
Q1 2019 May 06, 2019	BUY	$67.29 - $78.72 $24,695 - $28,890	367 Added 464.56%	446 $0
Q3 2018 Nov 14, 2018	BUY	$61.7 - $67.46 $4,874 - $5,329	79 New	79 $5,000

1,077

570M

951K

1.54M

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $58.9B
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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