Oxford Financial Group LTD Welltower Inc. Transaction History

Oxford Financial Group LTD

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$78.6 - $85.47 $127,096 - $138,204	1,617 Added 10.36%	17,218 $1.41 Million
Q2 2023 Aug 10, 2023	BUY	$70.38 - $81.95 $490,055 - $570,617	6,963 Added 80.61%	15,601 $1.26 Million
Q1 2023 May 12, 2023	SELL	$65.76 - $78.05 $110,148 - $130,733	-1,675 Reduced 16.24%	8,638 $619,000
Q4 2022 Feb 14, 2023	BUY	$57.37 - $71.58 $61,902 - $77,234	1,079 Added 11.69%	10,313 $675,000
Q3 2022 Nov 02, 2022	SELL	$63.33 - $86.34 $1,709 - $2,331	-27 Reduced 0.29%	9,234 $594,000

Q2 2022 Aug 11, 2022	BUY	$77.45 - $97.82 $2,091 - $2,641	27 Added 0.29%	9,261 $763,000
Q1 2022 May 13, 2022	SELL	$79.67 - $98.31 $821,397 - $1.01 Million	-10,310 Reduced 52.75%	9,234 $888,000
Q1 2021 May 10, 2021	SELL	$59.79 - $74.55 $4,842 - $6,038	-81 Reduced 0.41%	19,544 $1.4 Million
Q2 2020 Aug 05, 2020	BUY	$37.26 - $61.65 $207,985 - $344,130	5,582 Added 39.75%	19,625 $1.02 Million
Q1 2020 May 12, 2020	BUY	$33.22 - $89.84 $466,508 - $1.26 Million	14,043 New	14,043 $643,000

1,025

517M

1.3M

717K

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $49.3B
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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