Independent Advisor Alliance Welltower Inc. Transaction History

Independent Advisor Alliance

$2.74 Billion
Q1 2024

A detailed history of Independent Advisor Alliance transactions in Welltower Inc. stock. As of the latest transaction made, Independent Advisor Alliance holds 10,876 shares of WELL stock, worth $1.15 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,876

Previous 11,949 8.98%

Holding current value

$1.15 Million

Previous $1.08 Million 5.66%

% of portfolio

0.04%

Previous 0.04%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$86.51 - $94.25 $92,825 - $101,130	-1,073 Reduced 8.98%	10,876 $1.02 Million
Q4 2023 Feb 08, 2024	BUY	$79.31 - $91.87 $1,506 - $1,745	19 Added 0.16%	11,949 $1.08 Million
Q3 2023 Oct 24, 2023	BUY	$78.6 - $85.47 $6,366 - $6,923	81 Added 0.68%	11,930 $977,000
Q2 2023 Jul 28, 2023	BUY	$70.38 - $81.95 $95,576 - $111,288	1,358 Added 12.94%	11,849 $958,000
Q1 2023 May 12, 2023	BUY	$65.76 - $78.05 $26,304 - $31,220	400 Added 3.96%	10,491 $752,000

Q4 2022 Feb 13, 2023	SELL	$57.37 - $71.58 $114,740 - $143,160	-2,000 Reduced 16.54%	10,091 $661,000
Q3 2022 Nov 04, 2022	BUY	$63.33 - $86.34 $9,499 - $12,951	150 Added 1.26%	12,091 $778,000
Q2 2022 Aug 04, 2022	SELL	$77.45 - $97.82 $21,298 - $26,900	-275 Reduced 2.25%	11,941 $983,000
Q1 2022 May 06, 2022	SELL	$79.67 - $98.31 $441,849 - $545,227	-5,546 Reduced 31.22%	12,216 $1.17 Million
Q4 2021 Feb 11, 2022	BUY	$79.36 - $87.07 $17,062 - $18,720	215 Added 1.23%	17,762 $1.52 Million
Q3 2021 Nov 01, 2021	BUY	$82.4 - $89.68 $21,588 - $23,496	262 Added 1.52%	17,547 $1.45 Million
Q2 2021 Aug 12, 2021	SELL	$71.04 - $84.02 $237,984 - $281,467	-3,350 Reduced 16.23%	17,285 $1.44 Million
Q1 2021 May 14, 2021	SELL	$59.79 - $74.55 $22,779 - $28,403	-381 Reduced 1.81%	20,635 $1.48 Million
Q4 2020 Feb 11, 2021	BUY	$52.26 - $67.84 $30,206 - $39,211	578 Added 2.83%	21,016 $1.36 Million
Q3 2020 Nov 04, 2020	SELL	$49.2 - $61.12 $7,478 - $9,290	-152 Reduced 0.74%	20,438 $1.13 Million
Q2 2020 Aug 06, 2020	BUY	$37.26 - $61.65 $1,304 - $2,157	35 Added 0.17%	20,590 $1.07 Million
Q1 2020 May 14, 2020	BUY	$33.22 - $89.84 $151,981 - $411,018	4,575 Added 28.63%	20,555 $941,000
Q4 2019 Feb 07, 2020	BUY	$77.4 - $92.21 $17,260 - $20,562	223 Added 1.42%	15,980 $1.31 Million
Q3 2019 Nov 12, 2019	SELL	$81.74 - $92.46 $12,097 - $13,684	-148 Reduced 0.93%	15,757 $1.43 Million
Q2 2019 Aug 12, 2019	BUY	$71.76 - $84.63 $52,600 - $62,033	733 Added 4.83%	15,905 $1.3 Million
Q1 2019 May 07, 2019	SELL	$67.29 - $78.72 $97,099 - $113,592	-1,443 Reduced 8.68%	15,172 $1.18 Million
Q4 2018 Feb 12, 2019	BUY	$61.6 - $74.72 $69,792 - $84,657	1,133 Added 7.32%	16,615 $1.15 Million
Q3 2018 Nov 13, 2018	SELL	$61.7 - $67.46 $62,378 - $68,202	-1,011 Reduced 6.13%	15,482 $980,000
Q2 2018 Aug 08, 2018	SELL	$50.01 - $62.69 $69,163 - $86,700	-1,383 Reduced 7.74%	16,493 $1.03 Million
Q1 2018 May 15, 2018	SELL	$52.03 - $64.14 $64,881 - $79,982	-1,247 Reduced 6.52%	17,876 $965,000
Q4 2017 Feb 14, 2018	BUY	$63.27 - $69.55 $129,387 - $142,229	2,045 Added 11.97%	19,123 $1.2 Million
Q3 2017 Nov 15, 2017	BUY	$69.91 - $75.36 $122,692 - $132,256	1,755 Added 11.45%	17,078 $1.17 Million
Q2 2017 Aug 14, 2017	BUY	N/A	15,323	15,323 $1.11 Million

Others Institutions Holding WELL

# of Institutions

1,023

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 $49.1B
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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Independent Advisor Alliance Welltower Inc. Transaction History