Lederer & Associates Investment Counsel Welltower Inc. Transaction History

Lederer & Associates Investment Counsel

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 20, 2020	SELL	$33.22 - $89.84 $141,849 - $383,616	-4,270 Closed	0 $0
Q4 2019 Feb 07, 2020	SELL	$77.4 - $92.21 $7,740 - $9,221	-100 Reduced 2.29%	4,270 $349,000
Q3 2019 Oct 07, 2019	SELL	$81.74 - $92.46 $2,452 - $2,773	-30 Reduced 0.68%	4,370 $396,000
Q2 2019 Jul 19, 2019	SELL	$71.76 - $84.63 $2,870 - $3,385	-40 Reduced 0.9%	4,400 $359,000
Q1 2019 Apr 12, 2019	SELL	$67.29 - $78.72 $16,149 - $18,892	-240 Reduced 5.13%	4,440 $345,000
Q4 2018 Jan 25, 2019	SELL	$61.6 - $74.72 $2,772 - $3,362	-45 Reduced 0.95%	4,680 $325,000
Q2 2018 Jul 27, 2018	SELL	$50.01 - $62.69 $45,259 - $56,734	-905 Reduced 16.07%	4,725 $296,000
Q1 2018 Apr 09, 2018	BUY	$52.03 - $64.14 $13,267 - $16,355	255 Added 4.74%	5,630 $306,000
Q4 2017 Jan 11, 2018	BUY	$63.27 - $69.55 $27,838 - $30,602	440 Added 8.92%	5,375 $343,000
Q3 2017 Oct 13, 2017	BUY	$69.91 - $75.36 $345,005 - $371,901	4,935	4,935 $347,000

1,153

536M

1.11M

2.1M

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $57.4B
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...

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