Ibex Wealth Advisors Welltower Inc. Transaction History

Ibex Wealth Advisors

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$88.31 - $105.01 $472,281 - $561,593	5,348 New	5,348 $557,000
Q4 2023 Jan 29, 2024	SELL	$79.31 - $91.87 $448,735 - $519,800	-5,658 Reduced 99.91%	5 $495,000
Q3 2023 Nov 07, 2023	BUY	$78.6 - $85.47 $445,111 - $484,016	5,663 New	5,663 $464,000
Q3 2019 Nov 12, 2019	SELL	$81.74 - $92.46 $109,286 - $123,619	-1,337 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	$71.76 - $84.63 $95,943 - $113,150	1,337 New	1,337 $109,000

1,153

536M

1.11M

2.1M

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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