Ifp Advisors, Inc Welltower Inc. Transaction History

Ifp Advisors, Inc

$2.05 Billion
Q4 2023

A detailed history of Ifp Advisors, Inc transactions in Welltower Inc. stock. As of the latest transaction made, Ifp Advisors, Inc holds 934 shares of WELL stock, worth $97,911. This represents 0.0% of its overall portfolio holdings.

Number of Shares

934

Previous 1,059 11.8%

Holding current value

$97,911

Previous $86,000 2.33%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,025

Shares Held

517M

Call Options Held

1.3M

Put Options Held

717K

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $48.6B
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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