O'Rourke & Company, Inc Welltower Inc. Transaction History

O'Rourke & Company, Inc

$188 Million
Q1 2025

A detailed history of O'Rourke & Company, Inc transactions in Welltower Inc. stock. As of the latest transaction made, O'Rourke & Company, Inc holds 15,118 shares of WELL stock, worth $2.28 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

15,118

Previous 15,144 0.17%

Holding current value

$2.28 Million

Previous $1.91 Million 21.38%

% of portfolio

1.23%

Previous 0.96%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$124.05 - $156.86 $3,225 - $4,078	-26 Reduced 0.17%	15,118 $2.32 Million
Q4 2024 Feb 13, 2025	SELL	$123.11 - $139.3 $139,483 - $157,826	-1,133 Reduced 6.96%	15,144 $1.91 Million
Q3 2024 Oct 28, 2024	BUY	$104.0 - $129.74 $2,392 - $2,984	23 Added 0.14%	16,277 $2.08 Million
Q2 2024 Jul 18, 2024	BUY	$88.31 - $105.01 $1,589 - $1,890	18 Added 0.11%	16,254 $1.69 Million
Q1 2024 Apr 18, 2024	BUY	$86.51 - $94.25 $11,159 - $12,158	129 Added 0.8%	16,236 $1.52 Million
Q4 2023 Jan 24, 2024	BUY	$79.31 - $91.87 $35,134 - $40,698	443 Added 2.83%	16,107 $1.45 Million
Q3 2023 Nov 13, 2023	BUY	$78.6 - $85.47 $2,043 - $2,222	26 Added 0.17%	15,664 $1.28 Million
Q2 2023 Jul 25, 2023	BUY	$70.38 - $81.95 $11,190 - $13,030	159 Added 1.03%	15,638 $1.27 Million
Q1 2023 May 12, 2023	BUY	$65.76 - $78.05 $24,265 - $28,800	369 Added 2.44%	15,479 $1.11 Million
Q4 2022 Feb 13, 2023	SELL	$57.37 - $71.58 $7,056 - $8,804	-123 Reduced 0.81%	15,110 $990,000
Q3 2022 Nov 14, 2022	BUY	$63.33 - $86.34 $82,075 - $111,896	1,296 Added 9.3%	15,233 $980,000
Q2 2022 Aug 12, 2022	SELL	$77.45 - $97.82 $17,968 - $22,694	-232 Reduced 1.64%	13,937 $1.15 Million
Q1 2022 May 16, 2022	SELL	$79.67 - $98.31 $66,444 - $81,990	-834 Reduced 5.56%	14,169 $1.36 Million
Q4 2021 Feb 16, 2022	BUY	$79.36 - $87.07 $1.19 Million - $1.31 Million	15,003 New	15,003 $1.29 Million

Others Institutions Holding WELL

# of Institutions

1,362

Shares Held

583M

Call Options Held

1.71M

Put Options Held

1.25M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $69.9B
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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O'Rourke & Company, Inc Welltower Inc. Transaction History