Orion Portfolio Solutions, LLC Welltower Inc. Transaction History

Orion Portfolio Solutions, LLC

  • $8.89 Billion
  • Q1 2024

A detailed history of Orion Portfolio Solutions, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 13,312 shares of WELL stock, worth $1.41 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,312
Previous 13,798 3.52%
Holding current value
$1.41 Million
Previous $1.24 Million 0.08%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 09, 2024
SELL
$86.51 - $94.25 $42,043 - $45,805
-486 Reduced 3.52%
13,312 $1.24 Million
Q4 2023

Feb 09, 2024
BUY
$79.31 - $91.87 $68,285 - $79,100
861 Added 6.66%
13,798 $1.24 Million
Q3 2023

Nov 01, 2023
BUY
$78.6 - $85.47 $138,650 - $150,769
1,764 Added 15.79%
12,937 $1.06 Million
Q2 2023

Aug 17, 2023
BUY
$70.38 - $81.95 $360,275 - $419,502
5,119 Added 84.56%
11,173 $903,000
Q2 2023

Aug 14, 2023
BUY
$70.38 - $81.95 $81,851 - $95,307
1,163 Added 23.78%
6,054 $489,000
Q1 2023

Aug 30, 2023
SELL
$65.76 - $78.05 $16,308 - $19,356
-248 Reduced 2.22%
10,925 $783,000
Q1 2023

May 15, 2023
BUY
$65.76 - $78.05 $40,245 - $47,766
612 Added 14.3%
4,891 $350,000
Q4 2022

Feb 08, 2023
BUY
$57.37 - $71.58 $12,506 - $15,604
218 Added 5.37%
4,279 $280,000
Q3 2022

Nov 09, 2022
BUY
$63.33 - $86.34 $15,325 - $20,894
242 Added 6.34%
4,061 $261,000
Q2 2022

Jul 14, 2022
BUY
$77.45 - $97.82 $5,653 - $7,140
73 Added 1.95%
3,819 $315,000
Q1 2022

May 19, 2022
BUY
$79.67 - $98.31 $57,681 - $71,176
724 Added 23.96%
3,746 $360,000
Q4 2021

Feb 09, 2022
BUY
$79.36 - $87.07 $31,585 - $34,653
398 Added 15.17%
3,022 $259,000
Q3 2021

Nov 10, 2021
BUY
$82.4 - $89.68 $15,985 - $17,397
194 Added 7.98%
2,624 $216,000
Q2 2021

Aug 05, 2021
BUY
$71.04 - $84.02 $172,627 - $204,168
2,430 New
2,430 $202,000
Q3 2020

Nov 13, 2020
SELL
$49.2 - $61.12 $106,468 - $132,263
-2,164 Closed
0 $0
Q2 2020

Aug 19, 2020
BUY
$37.26 - $61.65 $8,756 - $14,487
235 Added 12.18%
2,164 $112,000
Q1 2020

May 15, 2020
SELL
$33.22 - $89.84 $80,591 - $217,951
-2,426 Reduced 55.71%
1,929 $88,000
Q4 2019

Feb 14, 2020
BUY
$77.4 - $92.21 $337,077 - $401,574
4,355 New
4,355 $356,000

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.

WELL Quotes by TradingView
  • 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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