J.W. Cole Advisors, Inc. Welltower Inc. Transaction History

J.W. Cole Advisors, Inc.

$1.95 Billion
Q1 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 3,470 shares of WELL stock, worth $367,715. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,470

Previous 3,381 2.63%

Holding current value

$367,715

Previous $304,000 6.58%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$86.51 - $94.25 $7,699 - $8,388	89 Added 2.63%	3,470 $324,000
Q4 2023 Jan 31, 2024	BUY	$79.31 - $91.87 $22,127 - $25,631	279 Added 8.99%	3,381 $304,000
Q3 2023 Oct 24, 2023	BUY	$78.6 - $85.47 $157 - $170	2 Added 0.06%	3,102 $254,000
Q2 2023 Jul 27, 2023	SELL	$70.38 - $81.95 $1,900 - $2,212	-27 Reduced 0.86%	3,100 $250,000
Q1 2023 May 03, 2023	SELL	$65.76 - $78.05 $1,709 - $2,029	-26 Reduced 0.82%	3,127 $224,000

Q4 2022 Feb 14, 2023	BUY	$57.37 - $71.58 $180,887 - $225,691	3,153 New	3,153 $206,000
Q2 2022 Jul 27, 2022	BUY	$77.45 - $97.82 $19,362 - $24,455	250 Added 10.5%	2,630 $217,000
Q1 2022 Jun 10, 2022	SELL	$79.67 - $98.31 $17 Million - $21 Million	-213,780 Reduced 98.9%	2,380 $229,000
Q1 2022 May 16, 2022	BUY	$79.67 - $98.31 $17 Million - $21 Million	213,780 Added 8982.35%	216,160 $15,000
Q4 2021 Jan 25, 2022	SELL	$79.36 - $87.07 $7,936 - $8,707	-100 Reduced 4.03%	2,380 $204,000
Q2 2021 Aug 06, 2021	BUY	$71.04 - $84.02 $176,179 - $208,369	2,480 New	2,480 $206,000
Q4 2020 Feb 12, 2021	SELL	$52.26 - $67.84 $564,303 - $732,536	-10,798 Closed	0 $0
Q3 2020 Nov 05, 2020	BUY	$49.2 - $61.12 $531,261 - $659,973	10,798 New	10,798 $595,000
Q1 2020 May 07, 2020	SELL	$33.22 - $89.84 $103,746 - $280,570	-3,123 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$77.4 - $92.21 $241,720 - $287,971	3,123 New	3,123 $255,000

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...

More about WELL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.

Account

J.W. Cole Advisors, Inc. Welltower Inc. Transaction History