A detailed history of Jacobi Capital Management LLC transactions in Welltower Inc. stock. As of the latest transaction made, Jacobi Capital Management LLC holds 2,444 shares of WELL stock, worth $304,815. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,444
Previous 2,363 3.43%
Holding current value
$304,815
Previous $246,000 26.83%
% of portfolio
0.02%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$104.0 - $129.74 $8,424 - $10,508
81 Added 3.43%
2,444 $312,000
Q2 2024

Aug 09, 2024

BUY
$88.31 - $105.01 $14,924 - $17,746
169 Added 7.7%
2,363 $246,000
Q1 2024

May 10, 2024

BUY
$86.51 - $94.25 $189,802 - $206,784
2,194 New
2,194 $205,000
Q4 2021

Feb 14, 2022

SELL
$79.36 - $87.07 $110,707 - $121,462
-1,395 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$82.4 - $89.68 $5,026 - $5,470
61 Added 4.57%
1,395 $115,000
Q2 2021

Aug 12, 2021

BUY
$71.04 - $84.02 $8,595 - $10,166
121 Added 9.98%
1,334 $111,000
Q1 2021

May 11, 2021

BUY
$59.79 - $74.55 $10,582 - $13,195
177 Added 17.08%
1,213 $87,000
Q4 2020

Feb 08, 2021

BUY
$52.26 - $67.84 $6,271 - $8,140
120 Added 13.1%
1,036 $67,000
Q2 2020

Aug 04, 2020

SELL
$37.26 - $61.65 $25,858 - $42,785
-694 Reduced 43.11%
916 $47,000
Q2 2020

Jul 27, 2020

BUY
$37.26 - $61.65 $25,895 - $42,846
695 Added 75.96%
1,610 $47,000
Q1 2020

Apr 24, 2020

SELL
$33.22 - $89.84 $2,591 - $7,007
-78 Reduced 7.85%
915 $42,000
Q4 2019

Feb 03, 2020

BUY
$77.4 - $92.21 $23,994 - $28,585
310 Added 45.39%
993 $81,000
Q3 2019

Nov 12, 2019

BUY
$81.74 - $92.46 $6,130 - $6,934
75 Added 12.34%
683 $62,000
Q2 2019

Aug 07, 2019

BUY
$71.76 - $84.63 $7,750 - $9,140
108 Added 21.6%
608 $50,000
Q1 2019

May 13, 2019

BUY
$67.29 - $78.72 $6,729 - $7,872
100 Added 25.0%
500 $39,000
Q3 2018

Nov 14, 2018

BUY
$61.7 - $67.46 $12,340 - $13,491
200 Added 100.0%
400 $26,000
Q2 2017

Aug 10, 2017

BUY
N/A
200
200 $15,000

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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