Lindbrook Capital, LLC Welltower Inc. Transaction History

Lindbrook Capital, LLC

$1.05 Billion
Q1 2024

A detailed history of Lindbrook Capital, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Lindbrook Capital, LLC holds 3,276 shares of WELL stock, worth $347,157. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,276

Previous 3,240 1.11%

Holding current value

$347,157

Previous $292,000 4.79%

% of portfolio

0.03%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$86.51 - $94.25 $3,114 - $3,393	36 Added 1.11%	3,276 $306,000
Q4 2023 Jan 31, 2024	BUY	$79.31 - $91.87 $33,310 - $38,585	420 Added 14.89%	3,240 $292,000
Q3 2023 Oct 25, 2023	BUY	$78.6 - $85.47 $58,242 - $63,333	741 Added 35.64%	2,820 $231,000
Q2 2023 Jul 28, 2023	BUY	$70.38 - $81.95 $2,181 - $2,540	31 Added 1.51%	2,079 $168,000
Q1 2023 Apr 26, 2023	BUY	$65.76 - $78.05 $3,419 - $4,058	52 Added 2.61%	2,048 $146,000

Q4 2022 Jan 24, 2023	BUY	$57.37 - $71.58 $2,639 - $3,292	46 Added 2.36%	1,996 $0
Q3 2022 Nov 10, 2022	BUY	$63.33 - $86.34 $1,773 - $2,417	28 Added 1.46%	1,950 $125,000
Q2 2022 Aug 01, 2022	BUY	$77.45 - $97.82 $2,788 - $3,521	36 Added 1.91%	1,922 $158,000
Q1 2022 Apr 21, 2022	BUY	$79.67 - $98.31 $85,007 - $104,896	1,067 Added 130.28%	1,886 $181,000
Q4 2021 Jan 18, 2022	BUY	$79.36 - $87.07 $20,316 - $22,289	256 Added 45.47%	819 $70,000
Q3 2021 Nov 05, 2021	BUY	$82.4 - $89.68 $3,625 - $3,945	44 Added 8.48%	563 $46,000
Q1 2021 Apr 28, 2021	BUY	$59.79 - $74.55 $2,391 - $2,982	40 Added 8.35%	519 $37,000
Q4 2020 Jan 27, 2021	SELL	$52.26 - $67.84 $6,166 - $8,005	-118 Reduced 19.77%	479 $31,000
Q3 2020 Nov 03, 2020	BUY	$49.2 - $61.12 $49 - $61	1 Added 0.17%	597 $33,000
Q2 2020 Jul 27, 2020	SELL	$37.26 - $61.65 $27,684 - $45,805	-743 Reduced 55.49%	596 $31,000
Q1 2020 Apr 22, 2020	SELL	$33.22 - $89.84 $24,416 - $66,032	-735 Reduced 35.44%	1,339 $61,000
Q4 2019 Jan 27, 2020	BUY	$77.4 - $92.21 $4,644 - $5,532	60 Added 2.98%	2,074 $170,000
Q3 2019 Oct 31, 2019	SELL	$81.74 - $92.46 $3,678 - $4,160	-45 Reduced 2.19%	2,014 $183,000
Q4 2018 Feb 07, 2019	BUY	$61.6 - $74.72 $126,834 - $153,848	2,059 New	2,059 $142,000

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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Lindbrook Capital, LLC Welltower Inc. Transaction History