Hm Payson & CO Welltower Inc. Transaction History

Hm Payson & CO

$5.81 Billion
Q3 2024

A detailed history of Hm Payson & CO transactions in Welltower Inc. stock. As of the latest transaction made, Hm Payson & CO holds 535 shares of WELL stock, worth $66,682. This represents 0.0% of its overall portfolio holdings.

Number of Shares

535

Previous 500 7.0%

Holding current value

$66,682

Previous $52,000 30.77%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$104.0 - $129.74 $3,640 - $4,540	35 Added 7.0%	535 $68,000
Q1 2023 Apr 18, 2023	SELL	$65.76 - $78.05 $7,496 - $8,897	-114 Reduced 18.57%	500 $35,000
Q4 2022 Feb 06, 2023	BUY	$57.37 - $71.58 $803 - $1,002	14 Added 2.33%	614 $40,000
Q3 2022 Oct 25, 2022	BUY	$63.33 - $86.34 $25,332 - $34,536	400 Added 200.0%	600 $39,000
Q4 2021 Feb 15, 2022	SELL	$79.36 - $87.07 $396 - $435	-5 Reduced 2.44%	200 $17,000
Q3 2021 Nov 30, 2021	BUY	$82.4 - $89.68 $412 - $448	5 Added 2.5%	205 $17,000
Q4 2020 Mar 10, 2021	SELL	$52.26 - $67.84 $12,176 - $15,806	-233 Reduced 53.81%	200 $13,000
Q3 2020 Dec 21, 2020	SELL	$49.2 - $61.12 $3,296 - $4,095	-67 Reduced 13.4%	433 $24,000
Q1 2020 Jul 01, 2020	SELL	$33.22 - $89.84 $10,730 - $29,018	-323 Reduced 39.25%	500 $23,000
Q4 2019 Feb 18, 2020	SELL	$77.4 - $92.21 $49,071 - $58,461	-634 Reduced 43.51%	823 $67,000
Q3 2019 Nov 12, 2019	BUY	$81.74 - $92.46 $10,054 - $11,372	123 Added 9.22%	1,457 $132,000
Q2 2019 Aug 15, 2019	BUY	$71.76 - $84.63 $95,727 - $112,896	1,334 New	1,334 $109,000

Others Institutions Holding WELL

# of Institutions

1,153

Shares Held

536M

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 $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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