A detailed history of Lido Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Lido Advisors, LLC holds 10,983 shares of WELL stock, worth $1.48 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,983
Previous 10,285 6.79%
Holding current value
$1.48 Million
Previous $1.07 Million 31.06%
% of portfolio
0.01%
Previous 0.01%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$104.0 - $129.74 $72,592 - $90,558
698 Added 6.79%
10,983 $1.41 Million
Q2 2024

Aug 14, 2024

BUY
$88.31 - $105.01 $84,159 - $100,074
953 Added 10.21%
10,285 $1.07 Million
Q1 2024

May 15, 2024

BUY
$86.51 - $94.25 $1,989 - $2,167
23 Added 0.25%
9,332 $871,000
Q4 2023

Feb 14, 2024

SELL
$79.31 - $91.87 $102,627 - $118,879
-1,294 Reduced 12.2%
9,309 $839,000
Q3 2023

Nov 14, 2023

BUY
$78.6 - $85.47 $38,042 - $41,367
484 Added 4.78%
10,603 $868,000
Q2 2023

Aug 09, 2023

BUY
$70.38 - $81.95 $9,430 - $10,981
134 Added 1.34%
10,119 $818,000
Q1 2023

May 15, 2023

BUY
$65.76 - $78.05 $148,880 - $176,705
2,264 Added 29.32%
9,985 $715,000
Q4 2022

Feb 14, 2023

BUY
$57.37 - $71.58 $35,454 - $44,236
618 Added 8.7%
7,721 $505,000
Q3 2022

Nov 14, 2022

SELL
$63.33 - $86.34 $30,145 - $41,097
-476 Reduced 6.28%
7,103 $456,000
Q2 2022

Aug 15, 2022

BUY
$77.45 - $97.82 $32,838 - $41,475
424 Added 5.93%
7,579 $624,000
Q1 2022

May 17, 2022

BUY
$79.67 - $98.31 $10,914 - $13,468
137 Added 1.95%
7,155 $687,000
Q4 2021

Feb 15, 2022

SELL
$79.36 - $87.07 $53,726 - $58,946
-677 Reduced 8.8%
7,018 $601,000
Q3 2021

Feb 15, 2022

SELL
$82.4 - $89.68 $356,215 - $387,686
-4,323 Reduced 35.97%
7,695 $634,000
Q3 2021

Nov 12, 2021

BUY
$82.4 - $89.68 $453,447 - $493,509
5,503 Added 84.47%
12,018 $555,000
Q2 2021

Aug 12, 2021

BUY
$71.04 - $84.02 $16,694 - $19,744
235 Added 3.74%
6,515 $541,000
Q1 2021

May 13, 2021

BUY
$59.79 - $74.55 $10,463 - $13,046
175 Added 2.87%
6,280 $450,000
Q4 2020

Feb 08, 2021

SELL
$52.26 - $67.84 $32,296 - $41,925
-618 Reduced 9.19%
6,105 $394,000
Q3 2020

Nov 12, 2020

BUY
$49.2 - $61.12 $7,035 - $8,740
143 Added 2.17%
6,723 $370,000
Q2 2020

Aug 12, 2020

SELL
$37.26 - $61.65 $413,027 - $683,390
-11,085 Reduced 62.75%
6,580 $341,000
Q1 2020

May 13, 2020

BUY
$33.22 - $89.84 $34,847 - $94,242
1,049 Added 6.31%
17,665 $809,000
Q4 2019

Feb 07, 2020

BUY
$77.4 - $92.21 $90,403 - $107,701
1,168 Added 7.56%
16,616 $1.36 Million
Q3 2019

Nov 12, 2019

BUY
$81.74 - $92.46 $52,477 - $59,359
642 Added 4.34%
15,448 $1.4 Million
Q2 2019

Aug 14, 2019

SELL
$71.76 - $84.63 $1,363 - $1,607
-19 Reduced 0.13%
14,806 $1.21 Million
Q1 2019

May 10, 2019

BUY
$67.29 - $78.72 $296,412 - $346,761
4,405 Added 42.27%
14,825 $1.15 Million
Q4 2018

Feb 14, 2019

SELL
$61.6 - $74.72 $273,442 - $331,682
-4,439 Reduced 29.87%
10,420 $723,000
Q3 2018

Nov 14, 2018

BUY
$61.7 - $67.46 $361,376 - $395,113
5,857 Added 65.06%
14,859 $955,000
Q2 2018

Aug 14, 2018

BUY
$50.01 - $62.69 $30,606 - $38,366
612 Added 7.29%
9,002 $564,000
Q1 2018

May 10, 2018

BUY
$52.03 - $64.14 $436,531 - $538,134
8,390 New
8,390 $456,000

Others Institutions Holding WELL

About WELLTOWER INC.


  • Ticker WELL
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 463,369,984
  • Market Cap $62.3B
  • 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

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.