Laurel Wealth Advisors, Inc. Welltower Inc. Transaction History

Laurel Wealth Advisors, Inc.

$1.01 Billion
Q4 2022

A detailed history of Laurel Wealth Advisors, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 7,601 shares of WELL stock, worth $805,477. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,601

Previous 9,086 16.34%

Holding current value

$805,477

Previous $584,000 14.73%

% of portfolio

0.05%

Previous 0.06%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$57.37 - $71.58 $85,194 - $106,296	-1,485 Reduced 16.34%	7,601 $498,000
Q3 2022 Nov 14, 2022	SELL	$63.33 - $86.34 $20,518 - $27,974	-324 Reduced 3.44%	9,086 $584,000
Q2 2022 Aug 12, 2022	SELL	$77.45 - $97.82 $48,406 - $61,137	-625 Reduced 6.23%	9,410 $775,000
Q1 2022 May 13, 2022	SELL	$79.67 - $98.31 $46,766 - $57,707	-587 Reduced 5.53%	10,035 $965,000
Q4 2021 Feb 14, 2022	SELL	$79.36 - $87.07 $19,601 - $21,506	-247 Reduced 2.27%	10,622 $911,000

Q3 2021 Nov 12, 2021	SELL	$82.4 - $89.68 $5,026 - $5,470	-61 Reduced 0.56%	10,869 $896,000
Q2 2021 Aug 16, 2021	SELL	$71.04 - $84.02 $39,143 - $46,295	-551 Reduced 4.8%	10,930 $908,000
Q1 2021 May 14, 2021	SELL	$59.79 - $74.55 $86,037 - $107,277	-1,439 Reduced 11.14%	11,481 $822,000
Q4 2020 Mar 03, 2021	SELL	$52.26 - $67.84 $6,062 - $7,869	-116 Reduced 0.89%	12,920 $835,000
Q3 2020 Nov 13, 2020	SELL	$49.2 - $61.12 $49,495 - $61,486	-1,006 Reduced 7.16%	13,036 $718,000
Q2 2020 Aug 14, 2020	SELL	$37.26 - $61.65 $89,014 - $147,281	-2,389 Reduced 14.54%	14,042 $727,000
Q1 2020 May 15, 2020	SELL	$33.22 - $89.84 $3,155 - $8,534	-95 Reduced 0.57%	16,431 $752,000
Q4 2019 Feb 13, 2020	SELL	$77.4 - $92.21 $30,418 - $36,238	-393 Reduced 2.32%	16,526 $1.35 Million
Q3 2019 Nov 13, 2019	BUY	$81.74 - $92.46 $817 - $924	10 Added 0.06%	16,919 $1.53 Million
Q2 2019 Aug 13, 2019	SELL	$71.76 - $84.63 $71 - $84	-1 Reduced 0.01%	16,909 $1.38 Million
Q1 2019 May 16, 2019	SELL	$67.29 - $78.72 $10,228 - $11,965	-152 Reduced 0.89%	16,910 $1.31 Million
Q4 2018 Feb 13, 2019	SELL	$61.6 - $74.72 $33,264 - $40,348	-540 Reduced 3.07%	17,062 $1.18 Million
Q3 2018 Nov 15, 2018	SELL	$61.7 - $67.46 $24,680 - $26,983	-400 Reduced 2.22%	17,602 $1.13 Million
Q2 2018 Aug 20, 2018	SELL	$50.01 - $62.69 $15,303 - $19,183	-306 Reduced 1.67%	18,002 $1.13 Million
Q1 2018 May 16, 2018	SELL	$52.03 - $64.14 $133,873 - $165,032	-2,573 Reduced 12.32%	18,308 $996,000
Q4 2017 Feb 15, 2018	BUY	$63.27 - $69.55 $99,523 - $109,402	1,573 Added 8.15%	20,881 $1.33 Million
Q3 2017 Nov 14, 2017	SELL	$69.91 - $75.36 $1,188 - $1,281	-17 Reduced 0.09%	19,308 $1.36 Million
Q2 2017 Aug 15, 2017	BUY	N/A	19,325	19,325 $1.45 Million

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...

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Laurel Wealth Advisors, Inc. Welltower Inc. Transaction History