A detailed history of Hotaling Investment Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Hotaling Investment Management, LLC holds 19,914 shares of WELL stock, worth $2.67 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
19,914
Previous 19,952 0.19%
Holding current value
$2.67 Million
Previous $1.28 Million 1.71%
% of portfolio
0.59%
Previous 0.62%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023

SELL
$57.37 - $71.58 $2,180 - $2,720
-38 Reduced 0.19%
19,914 $1.31 Million
Q3 2022

Nov 14, 2022

SELL
$63.33 - $86.34 $6,712 - $9,152
-106 Reduced 0.53%
19,952 $1.28 Million
Q2 2022

Aug 15, 2022

SELL
$77.45 - $97.82 $50,652 - $63,974
-654 Reduced 3.16%
20,058 $1.65 Million
Q1 2022

Apr 22, 2022

BUY
$79.67 - $98.31 $35,612 - $43,944
447 Added 2.21%
20,712 $1.99 Million
Q4 2021

Jan 24, 2022

BUY
$79.36 - $87.07 $60,313 - $66,173
760 Added 3.9%
20,265 $1.74 Million
Q3 2021

Oct 21, 2021

SELL
$82.4 - $89.68 $7,004 - $7,622
-85 Reduced 0.43%
19,505 $1.61 Million
Q2 2021

Aug 04, 2021

SELL
$71.04 - $84.02 $9,519 - $11,258
-134 Reduced 0.68%
19,590 $1.63 Million
Q1 2021

May 11, 2021

BUY
$59.79 - $74.55 $560,471 - $698,831
9,374 Added 90.57%
19,724 $1.41 Million
Q4 2020

Jan 22, 2021

BUY
$52.26 - $67.84 $12,385 - $16,078
237 Added 2.34%
10,350 $669,000
Q3 2020

Nov 04, 2020

SELL
$49.2 - $61.12 $79,802 - $99,136
-1,622 Reduced 13.82%
10,113 $557,000
Q2 2020

Jul 31, 2020

SELL
$37.26 - $61.65 $2,682 - $4,438
-72 Reduced 0.61%
11,735 $607,000
Q1 2020

Apr 08, 2020

BUY
$33.22 - $89.84 $5,580 - $15,093
168 Added 1.44%
11,807 $541,000
Q4 2019

Jan 28, 2020

SELL
$77.4 - $92.21 $7,972 - $9,497
-103 Reduced 0.88%
11,639 $952,000
Q3 2019

Oct 28, 2019

BUY
$81.74 - $92.46 $1,144 - $1,294
14 Added 0.12%
11,742 $1.06 Million
Q2 2019

Aug 08, 2019

BUY
$71.76 - $84.63 $645 - $761
9 Added 0.08%
11,728 $956,000
Q1 2019

May 01, 2019

BUY
$67.29 - $78.72 $25,906 - $30,307
385 Added 3.4%
11,719 $909,000
Q4 2018

Jan 17, 2019

BUY
$61.6 - $74.72 $698,174 - $846,876
11,334 New
11,334 $787,000

Others Institutions Holding WELL

About WELLTOWER INC.


  • Ticker WELL
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 463,369,984
  • Market Cap $62.2B
  • 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...
More about WELL
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