Liberty Capital Management, Inc. Welltower Inc. Transaction History

Liberty Capital Management, Inc.

$449 Million
Q3 2024

A detailed history of Liberty Capital Management, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Liberty Capital Management, Inc. holds 16,179 shares of WELL stock, worth $2.2 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

16,179

Previous 16,179 -0.0%

Holding current value

$2.2 Million

Previous $1.69 Million 22.78%

% of portfolio

0.46%

Previous 0.4%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	SELL	$88.31 - $105.01 $19,693 - $23,417	-223 Reduced 1.36%	16,179 $1.69 Million
Q1 2024 Apr 11, 2024	SELL	$86.51 - $94.25 $88,499 - $96,417	-1,023 Reduced 5.87%	16,402 $1.53 Million
Q2 2023 Jul 25, 2023	SELL	$70.38 - $81.95 $230,564 - $268,468	-3,276 Reduced 15.83%	17,425 $1.41 Million
Q4 2022 Jan 23, 2023	BUY	$57.37 - $71.58 $14,342 - $17,895	250 Added 1.22%	20,701 $0
Q3 2022 Nov 09, 2022	BUY	$63.33 - $86.34 $1.3 Million - $1.77 Million	20,451 New	20,451 $1.32 Million
Q2 2022 Jul 25, 2022	SELL	$77.45 - $97.82 $20,369 - $25,726	-263 Reduced 1.52%	17,020 $1.4 Million
Q1 2022 May 04, 2022	SELL	$79.67 - $98.31 $48,120 - $59,379	-604 Reduced 3.38%	17,283 $1.66 Million
Q4 2021 Feb 14, 2022	SELL	$79.36 - $87.07 $18,252 - $20,026	-230 Reduced 1.27%	17,887 $1.53 Million
Q3 2021 Oct 22, 2021	BUY	$82.4 - $89.68 $51,747 - $56,319	628 Added 3.59%	18,117 $1.49 Million
Q2 2021 Jul 16, 2021	BUY	$71.04 - $84.02 $161,331 - $190,809	2,271 Added 14.92%	17,489 $1.45 Million
Q1 2021 Apr 19, 2021	SELL	$59.79 - $74.55 $25,889 - $32,280	-433 Reduced 2.77%	15,218 $1.09 Million
Q4 2020 Jan 20, 2021	SELL	$52.26 - $67.84 $113,926 - $147,891	-2,180 Reduced 12.23%	15,651 $1.01 Million
Q2 2020 Jul 22, 2020	SELL	$37.26 - $61.65 $34,130 - $56,471	-916 Reduced 4.89%	17,831 $923,000
Q1 2020 Apr 13, 2020	BUY	$33.22 - $89.84 $1,827 - $4,941	55 Added 0.29%	18,747 $858,000
Q4 2019 Jan 21, 2020	BUY	$77.4 - $92.21 $7,817 - $9,313	101 Added 0.54%	18,692 $1.53 Million
Q3 2019 Oct 15, 2019	BUY	$81.74 - $92.46 $72,666 - $82,196	889 Added 5.02%	18,591 $1.69 Million
Q2 2019 Jul 15, 2019	BUY	$71.76 - $84.63 $24,900 - $29,366	347 Added 2.0%	17,702 $1.44 Million
Q3 2018 Oct 26, 2018	BUY	$61.7 - $67.46 $13,203 - $14,436	214 Added 1.25%	17,355 $1.12 Million
Q2 2018 Jul 17, 2018	BUY	$50.01 - $62.69 $10,802 - $13,541	216 Added 1.28%	17,141 $1.08 Million
Q1 2018 Apr 25, 2018	SELL	$52.03 - $64.14 $17,690 - $21,807	-340 Reduced 1.97%	16,925 $921,000
Q3 2017 Oct 25, 2017	BUY	$69.91 - $75.36 $1.21 Million - $1.3 Million	17,265	17,265 $1.18 Million

Others Institutions Holding WELL

# of Institutions

1,153

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 $63B
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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Liberty Capital Management, Inc. Welltower Inc. Transaction History