Naviter Wealth, LLC Welltower Inc. Transaction History

Naviter Wealth, LLC

$710 Million
Q3 2024

A detailed history of Naviter Wealth, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Naviter Wealth, LLC holds 32,062 shares of WELL stock, worth $4.36 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

32,062

Previous 34,850 8.0%

Holding current value

$4.36 Million

Previous $3.63 Million 12.94%

% of portfolio

0.58%

Previous 0.55%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$104.0 - $129.74 $289,952 - $361,715	-2,788 Reduced 8.0%	32,062 $4.1 Million
Q2 2024 Aug 01, 2024	BUY	$88.31 - $105.01 $179,092 - $212,960	2,028 Added 6.18%	34,850 $3.63 Million
Q1 2024 Apr 18, 2024	BUY	$86.51 - $94.25 $291,625 - $317,716	3,371 Added 11.45%	32,822 $3.07 Million
Q4 2023 Feb 05, 2024	BUY	$79.31 - $91.87 $363,636 - $421,223	4,585 Added 18.44%	29,451 $2.66 Million
Q3 2023 Nov 14, 2023	BUY	$78.6 - $85.47 $163,959 - $178,290	2,086 Added 9.16%	24,866 $2.04 Million
Q2 2023 Jul 20, 2023	BUY	$70.38 - $81.95 $185,099 - $215,528	2,630 Added 13.05%	22,780 $1.84 Million
Q1 2023 Apr 12, 2023	BUY	$65.76 - $78.05 $125,733 - $149,231	1,912 Added 10.48%	20,150 $1.44 Million
Q4 2022 Jan 31, 2023	BUY	$57.37 - $71.58 $170,962 - $213,308	2,980 Added 19.53%	18,238 $1.2 Million
Q3 2022 Oct 27, 2022	BUY	$63.33 - $86.34 $403,222 - $549,726	6,367 Added 71.61%	15,258 $981,000
Q2 2022 Jul 18, 2022	SELL	$77.45 - $97.82 $32,683 - $41,280	-422 Reduced 4.53%	8,891 $732,000
Q1 2022 Apr 21, 2022	SELL	$79.67 - $98.31 $17,766 - $21,923	-223 Reduced 2.34%	9,313 $895,000
Q4 2021 Feb 03, 2022	BUY	$79.36 - $87.07 $756,776 - $830,299	9,536 New	9,536 $818,000

Others Institutions Holding WELL

# of Institutions

1,153

Shares Held

548M

Call Options Held

1.11M

Put Options Held

2.1M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $63B
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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Naviter Wealth, LLC Welltower Inc. Transaction History