Investment Advisory Services Inc Welltower Inc. Transaction History

Investment Advisory Services Inc

$279 Million
Q3 2024

A detailed history of Investment Advisory Services Inc transactions in Welltower Inc. stock. As of the latest transaction made, Investment Advisory Services Inc holds 2,855 shares of WELL stock, worth $355,847. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,855

Previous 3,755 23.97%

Holding current value

$355,847

Previous $391,000 6.65%

% of portfolio

0.13%

Previous 0.14%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$104.0 - $129.74 $93,600 - $116,766	-900 Reduced 23.97%	2,855 $365,000
Q2 2024 Jul 17, 2024	SELL	$88.31 - $105.01 $36,295 - $43,159	-411 Reduced 9.87%	3,755 $391,000
Q1 2024 Apr 25, 2024	BUY	$86.51 - $94.25 $519 - $565	6 Added 0.14%	4,166 $389,000
Q4 2023 Jan 11, 2024	SELL	$79.31 - $91.87 $3,568 - $4,134	-45 Reduced 1.07%	4,160 $375,000
Q3 2023 Oct 19, 2023	SELL	$78.6 - $85.47 $7,859 - $8,547	-100 Reduced 2.32%	4,205 $344,000
Q1 2023 Apr 24, 2023	SELL	$65.76 - $78.05 $3,682 - $4,370	-56 Reduced 1.28%	4,305 $308,000
Q4 2022 Feb 15, 2023	SELL	$57.37 - $71.58 $48,649 - $60,699	-848 Reduced 16.28%	4,361 $285,000
Q2 2022 Aug 15, 2022	SELL	$77.45 - $97.82 $44,378 - $56,050	-573 Reduced 9.91%	5,209 $429,000
Q4 2021 Feb 02, 2022	BUY	$79.36 - $87.07 $5,952 - $6,530	75 Added 1.31%	5,782 $496,000
Q3 2021 Oct 27, 2021	SELL	$82.4 - $89.68 $12,112 - $13,182	-147 Reduced 2.51%	5,707 $470,000
Q2 2021 Aug 16, 2021	SELL	$71.04 - $84.02 $389,086 - $460,177	-5,477 Reduced 48.34%	5,854 $486,000
Q3 2020 Mar 10, 2021	SELL	$49.2 - $61.12 $14,317 - $17,785	-291 Reduced 2.5%	11,331 $624,000
Q2 2020 Mar 10, 2021	SELL	$37.26 - $61.65 $94,156 - $155,789	-2,527 Reduced 17.86%	11,622 $601,000
Q1 2020 Mar 10, 2021	SELL	$33.22 - $89.84 $3,919 - $10,601	-118 Reduced 0.83%	14,149 $648,000
Q4 2019 Mar 10, 2021	BUY	$77.4 - $92.21 $1.1 Million - $1.32 Million	14,267 New	14,267 $1.17 Million

Others Institutions Holding WELL

# of Institutions

1,153

Shares Held

536M

Call Options Held

1.11M

Put Options Held

2.1M

View Full List

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...

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Investment Advisory Services Inc Welltower Inc. Transaction History