A detailed history of New Edge Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, New Edge Advisors, LLC holds 8,793 shares of WELL stock, worth $931,794. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,793
Previous 10,526 16.46%
Holding current value
$931,794
Previous $949,000 13.49%
% of portfolio
0.01%
Previous 0.01%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$86.51 - $94.25 $149,921 - $163,335
-1,733 Reduced 16.46%
8,793 $821,000
Q4 2023

Feb 13, 2024

BUY
$79.31 - $91.87 $165,757 - $192,008
2,090 Added 24.77%
10,526 $949,000
Q3 2023

Nov 14, 2023

BUY
$78.6 - $85.47 $95,892 - $104,273
1,220 Added 16.91%
8,436 $691,000
Q2 2023

Aug 14, 2023

BUY
$70.38 - $81.95 $18,369 - $21,388
261 Added 3.75%
7,216 $583,000
Q1 2023

May 12, 2023

SELL
$65.76 - $78.05 $37,417 - $44,410
-569 Reduced 7.56%
6,955 $498,000
Q4 2022

Feb 14, 2023

SELL
$57.37 - $71.58 $15,030 - $18,753
-262 Reduced 3.37%
7,524 $493,000
Q3 2022

Nov 14, 2022

SELL
$63.33 - $86.34 $95,754 - $130,546
-1,512 Reduced 16.26%
7,786 $501,000
Q2 2022

Aug 09, 2022

BUY
$77.45 - $97.82 $720,130 - $909,530
9,298 New
9,298 $766,000
Q1 2022

May 13, 2022

SELL
$79.67 - $98.31 $625,011 - $771,241
-7,845 Closed
0 $0
Q4 2021

Feb 17, 2022

BUY
$79.36 - $87.07 $264,824 - $290,552
3,337 Added 74.02%
7,845 $673,000
Q3 2021

Oct 29, 2021

SELL
$82.4 - $89.68 $234,510 - $255,229
-2,846 Reduced 38.7%
4,508 $371,000
Q2 2021

Jul 22, 2021

BUY
$71.04 - $84.02 $89,936 - $106,369
1,266 Added 20.8%
7,354 $611,000
Q1 2021

Apr 26, 2021

BUY
$59.79 - $74.55 $102,480 - $127,778
1,714 Added 39.19%
6,088 $436,000
Q4 2020

Jan 27, 2021

SELL
$52.26 - $67.84 $34,387 - $44,638
-658 Reduced 13.08%
4,374 $283,000
Q3 2020

Nov 03, 2020

SELL
$49.2 - $61.12 $24,846 - $30,865
-505 Reduced 9.12%
5,032 $277,000
Q2 2020

Jul 29, 2020

SELL
$37.26 - $61.65 $46,761 - $77,370
-1,255 Reduced 18.48%
5,537 $287,000
Q1 2020

May 04, 2020

SELL
$33.22 - $89.84 $67,602 - $182,824
-2,035 Reduced 23.05%
6,792 $311,000
Q4 2019

Jan 31, 2020

SELL
$77.4 - $92.21 $60,449 - $72,016
-781 Reduced 8.13%
8,827 $721,000
Q3 2019

Nov 06, 2019

BUY
$81.74 - $92.46 $160,373 - $181,406
1,962 Added 25.66%
9,608 $876,000
Q2 2019

Aug 05, 2019

BUY
$71.76 - $84.63 $98,454 - $116,112
1,372 Added 21.87%
7,646 $623,000
Q1 2019

May 14, 2019

BUY
$67.29 - $78.72 $422,177 - $493,889
6,274 New
6,274 $487,000
Q1 2019

May 09, 2019

SELL
$67.29 - $78.72 $420,831 - $492,314
-6,254 Closed
0 $0
Q4 2018

Jan 29, 2019

SELL
$61.6 - $74.72 $88,888 - $107,820
-1,443 Reduced 18.75%
6,254 $434,000
Q3 2018

Oct 29, 2018

SELL
$61.7 - $67.46 $17,646 - $19,293
-286 Reduced 3.58%
7,697 $495,000
Q2 2018

Jul 19, 2018

SELL
$50.01 - $62.69 $132,326 - $165,877
-2,646 Reduced 24.89%
7,983 $496,000
Q1 2018

May 11, 2018

SELL
$52.03 - $64.14 $671,134 - $827,341
-12,899 Reduced 54.82%
10,629 $574,000
Q4 2017

Feb 08, 2018

SELL
$63.27 - $69.55 $193,669 - $212,892
-3,061 Reduced 11.51%
23,528 $1.47 Million
Q3 2017

Nov 13, 2017

SELL
$69.91 - $75.36 $28,383 - $30,596
-406 Reduced 1.5%
26,589 $1.82 Million
Q2 2017

Aug 17, 2017

BUY
N/A
26,995
26,995 $0

Others Institutions Holding WELL

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...
More about WELL
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