M Holdings Securities, Inc. Welltower Inc. Transaction History

M Holdings Securities, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$65.76 - $78.05 $475,642 - $564,535	-7,233 Reduced 42.61%	9,741 $698,000
Q4 2022 Feb 10, 2023	SELL	$57.37 - $71.58 $81,752 - $102,001	-1,425 Reduced 7.74%	16,974 $1.11 Million
Q3 2022 Nov 16, 2022	SELL	$63.33 - $86.34 $1,139 - $1,554	-18 Reduced 0.1%	18,399 $1.18 Million
Q2 2022 Aug 16, 2022	SELL	$77.45 - $97.82 $19,362 - $24,455	-250 Reduced 1.34%	18,417 $1.52 Million
Q1 2022 May 24, 2022	BUY	$79.67 - $98.31 $22,546 - $27,821	283 Added 1.54%	18,667 $1.8 Million
Q2 2021 Aug 19, 2021	BUY	$71.04 - $84.02 $72,176 - $85,364	1,016 Added 5.85%	18,384 $1.53 Million
Q1 2021 May 12, 2021	BUY	$59.79 - $74.55 $1.04 Million - $1.29 Million	17,368 New	17,368 $1.24 Million
Q2 2018 Aug 17, 2018	SELL	$50.01 - $62.69 $205,291 - $257,342	-4,105 Closed	0 $0
Q1 2018 May 18, 2018	BUY	$52.03 - $64.14 $213,583 - $263,294	4,105 New	4,105 $223,000

1,155

548M

1.11M

2.1M

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $64.4B
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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