Kiwi Wealth Investments Limited Partnership Welltower Inc. Transaction History

Kiwi Wealth Investments Limited Partnership

$126 Million
Q4 2023

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Nov 13, 2019	SELL	$81.74 - $92.46 $7.33 Million - $8.29 Million	-89,679 Closed	0 $0
Q2 2019 Aug 14, 2019	SELL	$71.76 - $84.63 $3.11 Million - $3.67 Million	-43,385 Reduced 32.6%	89,679 $7.31 Million
Q1 2019 May 16, 2019	BUY	$67.29 - $78.72 $1.57 Million - $1.83 Million	23,274 Added 21.2%	133,064 $10.3 Million
Q4 2018 Feb 14, 2019	BUY	$61.6 - $74.72 $6.76 Million - $8.2 Million	109,790 New	109,790 $7.62 Million
Q4 2017 Feb 13, 2018	SELL	$63.27 - $69.55 $11.8 Million - $13 Million	-186,975 Closed	0 $0

Q3 2017 Nov 07, 2017	BUY	$69.91 - $75.36 $13.1 Million - $14.1 Million	186,975	186,975 $13.1 Million

Others Institutions Holding WELL

# of Institutions

1,025

Shares Held

517M

Call Options Held

1.3M

Put Options Held

717K

Vanguard Group Inc Valley Forge, PA

89.2M
Shares

$9.35 Billion
0.17% of portfolio
Black Rock Inc. New York, NY

59.1M
Shares

$6.2 Billion
0.13% of portfolio
Cohen & Steers, Inc. New York, NY

39.5M
Shares

$4.14 Billion
7.73% of portfolio
State Street Corp Boston, MA

33.5M
Shares

$3.52 Billion
0.14% of portfolio
Capital International Investors Los Angeles, CA

29.2M
Shares

$3.06 Billion
0.57% of portfolio

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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