Moody National Bank Trust Division Welltower Inc. Transaction History

Moody National Bank Trust Division

$1.28 Billion
Q2 2024

A detailed history of Moody National Bank Trust Division transactions in Welltower Inc. stock. As of the latest transaction made, Moody National Bank Trust Division holds 3,164 shares of WELL stock, worth $335,289. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,164

Previous 3,164 -0.0%

Holding current value

$335,289

Previous $295,000 11.53%

% of portfolio

0.03%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 04, 2024	SELL	$86.51 - $94.25 $99,486 - $108,387	-1,150 Reduced 26.66%	3,164 $295,000
Q4 2023 Jan 11, 2024	SELL	$79.31 - $91.87 $390,681 - $452,551	-4,926 Reduced 53.31%	4,314 $388,000
Q3 2023 Oct 12, 2023	BUY	$78.6 - $85.47 $67,438 - $73,333	858 Added 10.24%	9,240 $756,000
Q1 2023 Apr 19, 2023	SELL	$65.76 - $78.05 $13,349 - $15,844	-203 Reduced 2.36%	8,382 $600,000
Q4 2022 Jan 11, 2023	BUY	$57.37 - $71.58 $6,827 - $8,518	119 Added 1.41%	8,585 $563,000

Q3 2022 Oct 05, 2022	BUY	$63.33 - $86.34 $28,371 - $38,680	448 Added 5.59%	8,466 $544,000
Q2 2022 Jul 07, 2022	SELL	$77.45 - $97.82 $760,946 - $961,081	-9,825 Reduced 55.06%	8,018 $661,000
Q1 2022 Apr 12, 2022	SELL	$79.67 - $98.31 $112,334 - $138,617	-1,410 Reduced 7.32%	17,843 $1.72 Million
Q4 2021 Jan 13, 2022	SELL	$79.36 - $87.07 $925,099 - $1.01 Million	-11,657 Reduced 37.71%	19,253 $1.65 Million
Q3 2021 Oct 07, 2021	SELL	$82.4 - $89.68 $3,708 - $4,035	-45 Reduced 0.15%	30,910 $2.55 Million
Q2 2021 Jul 13, 2021	SELL	$71.04 - $84.02 $8,808 - $10,418	-124 Reduced 0.4%	30,955 $2.57 Million
Q1 2021 Apr 14, 2021	BUY	$59.79 - $74.55 $2,929 - $3,652	49 Added 0.16%	31,079 $2.23 Million
Q2 2020 Jul 10, 2020	BUY	$37.26 - $61.65 $424,279 - $702,008	11,387 Added 57.97%	31,030 $1.61 Million
Q1 2019 Apr 11, 2019	SELL	$67.29 - $78.72 $2,624 - $3,070	-39 Reduced 0.2%	19,643 $1.52 Million
Q4 2018 Jan 07, 2019	BUY	$61.6 - $74.72 $18,603 - $22,565	302 Added 1.56%	19,682 $1.37 Million
Q3 2018 Oct 31, 2018	BUY	$61.7 - $67.46 $876,448 - $958,269	14,205 Added 274.49%	19,380 $1.25 Million
Q3 2017 Oct 12, 2017	BUY	$69.91 - $75.36 $361,784 - $389,988	5,175	5,175 $364,000

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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Moody National Bank Trust Division Welltower Inc. Transaction History