Legacy Wealth Asset Management, LLC Welltower Inc. Transaction History

Legacy Wealth Asset Management, LLC

$321 Million
Q1 2025

A detailed history of Legacy Wealth Asset Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 4,856 shares of WELL stock, worth $715,143. This represents 0.23% of its overall portfolio holdings.

Number of Shares

4,856

Previous 4,885 0.59%

Holding current value

$715,143

Previous $615,000 20.81%

% of portfolio

0.23%

Previous 0.19%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$124.05 - $156.86 $3,597 - $4,548	-29 Reduced 0.59%	4,856 $743,000
Q4 2024 Jan 14, 2025	SELL	$123.11 - $139.3 $8,371 - $9,472	-68 Reduced 1.37%	4,885 $615,000
Q3 2024 Oct 23, 2024	BUY	$104.0 - $129.74 $7,800 - $9,730	75 Added 1.54%	4,953 $633,000
Q2 2024 Aug 14, 2024	BUY	$88.31 - $105.01 $26,404 - $31,397	299 Added 6.53%	4,878 $508,000
Q1 2024 Apr 19, 2024	BUY	$86.51 - $94.25 $7,439 - $8,105	86 Added 1.91%	4,579 $427,000
Q4 2023 Jan 10, 2024	BUY	$79.31 - $91.87 $72,172 - $83,601	910 Added 25.4%	4,493 $405,000
Q3 2023 Oct 31, 2023	BUY	$78.6 - $85.47 $1,964 - $2,136	25 Added 0.7%	3,583 $293,000
Q2 2023 Aug 04, 2023	BUY	$70.38 - $81.95 $3,307 - $3,851	47 Added 1.34%	3,558 $287,000
Q1 2023 Apr 21, 2023	BUY	$65.76 - $78.05 $1,052 - $1,248	16 Added 0.46%	3,511 $251,000
Q4 2022 Feb 02, 2023	BUY	$57.37 - $71.58 $3,270 - $4,080	57 Added 1.66%	3,495 $229,000
Q3 2022 Oct 14, 2022	BUY	$63.33 - $86.34 $2,723 - $3,712	43 Added 1.27%	3,438 $221,000
Q2 2022 Jul 19, 2022	BUY	$77.45 - $97.82 $5,886 - $7,434	76 Added 2.29%	3,395 $280,000
Q1 2022 May 12, 2022	BUY	$79.67 - $98.31 $10,357 - $12,780	130 Added 4.08%	3,319 $319,000
Q4 2021 Feb 10, 2022	BUY	$79.36 - $87.07 $8,332 - $9,142	105 Added 3.4%	3,189 $274,000
Q3 2021 Oct 19, 2021	SELL	$82.4 - $89.68 $3,131 - $3,407	-38 Reduced 1.22%	3,084 $254,000
Q2 2021 Jul 14, 2021	BUY	$71.04 - $84.02 $2,770 - $3,276	39 Added 1.27%	3,122 $259,000
Q1 2021 Apr 20, 2021	BUY	$59.79 - $74.55 $184,332 - $229,837	3,083 New	3,083 $221,000

Others Institutions Holding WELL

# of Institutions

1,256

Shares Held

576M

Call Options Held

1.08M

Put Options Held

2.06M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $68.2B
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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Legacy Wealth Asset Management, LLC Welltower Inc. Transaction History