Koshinski Asset Management, Inc. Welltower Inc. Transaction History

Koshinski Asset Management, Inc.

$1.13 Billion
Q3 2024

A detailed history of Koshinski Asset Management, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Koshinski Asset Management, Inc. holds 2,611 shares of WELL stock, worth $362,824. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,611

Previous 2,661 1.88%

Holding current value

$362,824

Previous $277,000 20.58%

% of portfolio

0.03%

Previous 0.03%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$104.0 - $129.74 $5,200 - $6,487	-50 Reduced 1.88%	2,611 $334,000
Q2 2024 Jul 12, 2024	SELL	$88.31 - $105.01 $60,404 - $71,826	-684 Reduced 20.45%	2,661 $277,000
Q1 2024 May 08, 2024	SELL	$86.51 - $94.25 $66,007 - $71,912	-763 Reduced 18.57%	3,345 $312,000
Q4 2023 Jan 29, 2024	BUY	$79.31 - $91.87 $115,633 - $133,946	1,458 Added 55.02%	4,108 $370,000
Q3 2023 Oct 18, 2023	SELL	$78.6 - $85.47 $6,366 - $6,923	-81 Reduced 2.97%	2,650 $217,000
Q2 2023 Jul 28, 2023	BUY	$70.38 - $81.95 $192,207 - $223,805	2,731 New	2,731 $220,000
Q1 2022 Apr 20, 2022	SELL	$79.67 - $98.31 $292,309 - $360,699	-3,669 Closed	0 $0
Q4 2021 Jan 14, 2022	BUY	$79.36 - $87.07 $476 - $522	6 Added 0.16%	3,669 $315 Million
Q3 2021 Oct 12, 2021	BUY	$82.4 - $89.68 $74,654 - $81,250	906 Added 32.86%	3,663 $301,000
Q2 2021 Jul 26, 2021	SELL	$71.04 - $84.02 $65,001 - $76,878	-915 Reduced 24.92%	2,757 $229,000
Q1 2021 May 06, 2021	BUY	$59.79 - $74.55 $219,548 - $273,747	3,672 New	3,672 $263,000
Q4 2020 Feb 02, 2021	SELL	$52.26 - $67.84 $211,182 - $274,141	-4,041 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$49.2 - $61.12 $198,817 - $246,985	4,041 New	4,041 $226,000
Q1 2020 Apr 30, 2020	SELL	$33.22 - $89.84 $174,371 - $471,570	-5,249 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$77.4 - $92.21 $406,272 - $484,010	5,249 New	5,249 $425,000
Q3 2019 Oct 30, 2019	SELL	$81.74 - $92.46 $386,793 - $437,520	-4,732 Closed	0 $0
Q2 2019 Jul 18, 2019	SELL	$71.76 - $84.63 $121,346 - $143,109	-1,691 Reduced 26.33%	4,732 $386,000
Q1 2019 May 14, 2019	BUY	$67.29 - $78.72 $136,598 - $159,801	2,030 Added 46.21%	6,423 $498,000
Q4 2018 Feb 08, 2019	SELL	$61.6 - $74.72 $75,829 - $91,980	-1,231 Reduced 21.89%	4,393 $305,000
Q3 2018 Nov 15, 2018	BUY	$61.7 - $67.46 $124,510 - $136,134	2,018 Added 55.96%	5,624 $362,000
Q2 2018 Aug 10, 2018	BUY	$50.01 - $62.69 $180,336 - $226,060	3,606 New	3,606 $208,000

Others Institutions Holding WELL

# of Institutions

1,155

Shares Held

548M

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 $64.4B
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 Koshinski Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Koshinski Asset Management, Inc. with notifications on news.

Account

Koshinski Asset Management, Inc. Welltower Inc. Transaction History