A detailed history of Ifp Advisors, Inc transactions in Welltower Inc. stock. As of the latest transaction made, Ifp Advisors, Inc holds 948 shares of WELL stock, worth $118,158. This represents 0.0% of its overall portfolio holdings.

Number of Shares
948
Previous 1,028 7.78%
Holding current value
$118,158
Previous $96,000 2.08%
% of portfolio
0.0%
Previous 0.0%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$88.31 - $105.01 $7,064 - $8,400
-80 Reduced 7.78%
948 $98,000
Q1 2024

Jul 30, 2024

BUY
$86.51 - $94.25 $8,131 - $8,859
94 Added 10.06%
1,028 $96,000
Q4 2023

Jan 09, 2024

SELL
$79.31 - $91.87 $9,913 - $11,483
-125 Reduced 11.8%
934 $84,000
Q3 2023

Oct 12, 2023

SELL
$78.6 - $85.47 $21,536 - $23,418
-274 Reduced 20.56%
1,059 $86,000
Q2 2023

Aug 04, 2023

SELL
$70.38 - $81.95 $78,966 - $91,947
-1,122 Reduced 45.7%
1,333 $107,000
Q1 2023

Apr 18, 2023

SELL
$65.76 - $78.05 $213,983 - $253,974
-3,254 Reduced 57.0%
2,455 $175,000
Q4 2022

Feb 07, 2023

SELL
$57.37 - $71.58 $50,198 - $62,632
-875 Reduced 13.29%
5,709 $355,000
Q3 2022

Nov 08, 2022

BUY
$63.33 - $86.34 $7,916 - $10,792
125 Added 1.94%
6,584 $411,000
Q2 2022

Sep 06, 2022

BUY
$77.45 - $97.82 $500,249 - $631,819
6,459 New
6,459 $398,000
Q2 2022

Aug 12, 2022

SELL
$77.45 - $97.82 $500,249 - $631,819
-6,459 Closed
0 $0
Q1 2022

Sep 06, 2022

BUY
$79.67 - $98.31 $158,782 - $195,931
1,993 Added 44.63%
6,459 $620,000
Q1 2022

Aug 08, 2022

BUY
$79.67 - $98.31 $239 - $294
3 Added 0.07%
4,466 $429,000
Q4 2021

Jan 12, 2022

SELL
$79.36 - $87.07 $70,551 - $77,405
-889 Reduced 16.61%
4,463 $387,000
Q3 2021

Oct 06, 2021

SELL
$82.4 - $89.68 $31,971 - $34,795
-388 Reduced 6.76%
5,352 $444,000
Q2 2021

Jul 13, 2021

SELL
$71.04 - $84.02 $994 - $1,176
-14 Reduced 0.24%
5,740 $479,000
Q1 2021

Apr 30, 2021

BUY
$59.79 - $74.55 $78,145 - $97,436
1,307 Added 29.39%
5,754 $408,000
Q4 2020

Jan 25, 2021

SELL
$52.26 - $67.84 $46,406 - $60,241
-888 Reduced 16.64%
4,447 $286,000
Q3 2020

Oct 29, 2020

SELL
$49.2 - $61.12 $9,889 - $12,285
-201 Reduced 3.63%
5,335 $294,000
Q2 2020

Aug 05, 2020

SELL
$37.26 - $61.65 $50,412 - $83,412
-1,353 Reduced 19.64%
5,536 $285,000
Q1 2020

May 12, 2020

SELL
$33.22 - $89.84 $20,363 - $55,071
-613 Reduced 8.17%
6,889 $349,000
Q4 2019

Jan 17, 2020

BUY
$77.4 - $92.21 $223,299 - $266,025
2,885 Added 62.49%
7,502 $607,000
Q3 2019

Nov 07, 2019

BUY
$81.74 - $92.46 $88,279 - $99,856
1,080 Added 30.53%
4,617 $417,000
Q1 2019

May 15, 2019

SELL
$67.29 - $78.72 $1.3 Million - $1.53 Million
-19,379 Reduced 84.57%
3,537 $280,000
Q4 2018

Jan 23, 2019

SELL
$61.6 - $74.72 $570,662 - $692,206
-9,264 Reduced 28.79%
22,916 $1.59 Million
Q3 2018

Oct 25, 2018

SELL
$61.7 - $67.46 $144,624 - $158,126
-2,344 Reduced 6.79%
32,180 $0
Q2 2018

Aug 07, 2018

SELL
$50.01 - $62.69 $643,128 - $806,193
-12,860 Reduced 27.14%
34,524 $0
Q1 2018

Jun 03, 2019

BUY
$52.03 - $64.14 $1.01 Million - $1.25 Million
19,498 Added 69.92%
47,384 $3.02 Million
Q1 2018

May 09, 2018

SELL
$52.03 - $64.14 $1.01 Million - $1.25 Million
-19,498 Reduced 41.15%
27,886 $0
Q4 2017

Jan 24, 2018

SELL
$63.27 - $69.55 $2.15 Million - $2.36 Million
-33,960 Reduced 41.75%
47,384 $0
Q3 2017

Oct 30, 2017

SELL
$69.91 - $75.36 $93,819 - $101,133
-1,342 Reduced 1.62%
81,344 $5.72 Million
Q2 2017

Jun 03, 2019

BUY
N/A
1,528 Added 1.88%
82,686 $6.19 Million
Q1 2017

Jun 03, 2019

BUY
N/A
2,128 Added 2.69%
81,158 $5.75 Million
Q4 2016

Jun 03, 2019

BUY
N/A
1,895 Added 2.46%
79,030 $5.29 Million
Q2 2016

Jun 03, 2019

BUY
N/A
73,598 Added 2080.8%
77,135 $5.88 Million
Q1 2016

Jun 03, 2019

BUY
N/A
3,537
3,537 $280,000

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 $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...
More about WELL
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