Moneta Group Investment Advisors LLC Welltower Inc. Transaction History

Moneta Group Investment Advisors LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 13, 2020	SELL	$33.22 - $89.84 $25,579 - $69,176	-770 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$77.4 - $92.21 $33,127 - $39,465	428 Added 125.15%	770 $63,000
Q3 2019 Nov 12, 2019	BUY	$81.74 - $92.46 $10,380 - $11,742	127 Added 59.07%	342 $31,000
Q2 2018 Aug 14, 2018	BUY	$50.01 - $62.69 $10,752 - $13,478	215 New	215 $14,000
Q1 2018 May 14, 2018	SELL	$52.03 - $64.14 $312 - $384	-6 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$63.27 - $69.55 $379 - $417	6	6 $0

1,077

570M

951K

1.54M

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $58.6B
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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