Phocas Financial Corp. Welltower Inc. Transaction History

Phocas Financial Corp.

$695 Billion
Q2 2025

A detailed history of Phocas Financial Corp. transactions in Welltower Inc. stock. As of the latest transaction made, Phocas Financial Corp. holds 1,334 shares of WELL stock, worth $230,782. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,334

Previous 1,354 1.48%

Holding current value

$230,782

Previous $207 Million 1.14%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$136.49 - $155.22 $2,729 - $3,104	-20 Reduced 1.48%	1,334 $205 Million
Q1 2025 May 08, 2025	BUY	$124.05 - $156.86 $167,963 - $212,388	1,354 New	1,354 $207 Million
Q4 2022 Jan 10, 2023	BUY	$57.37 - $71.58 $24,382 - $30,421	425 New	425 $0
Q4 2020 Feb 16, 2021	SELL	$52.26 - $67.84 $687,428 - $892,367	-13,154 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$49.2 - $61.12 $19,532 - $24,264	-397 Reduced 2.93%	13,154 $724,000
Q2 2020 Aug 24, 2020	BUY	$37.26 - $61.65 $3,465 - $5,733	93 Added 0.69%	13,551 $701,000
Q1 2020 May 15, 2020	SELL	$33.22 - $89.84 $242,705 - $656,371	-7,306 Reduced 35.19%	13,458 $616,000
Q4 2019 Feb 14, 2020	BUY	$77.4 - $92.21 $241,101 - $287,234	3,115 Added 17.65%	20,764 $1.7 Million
Q3 2019 Nov 15, 2019	SELL	$81.74 - $92.46 $15,367 - $17,382	-188 Reduced 1.05%	17,649 $1.6 Million
Q2 2019 Aug 16, 2019	SELL	$71.76 - $84.63 $148,256 - $174,845	-2,066 Reduced 10.38%	17,837 $0
Q1 2019 May 13, 2019	SELL	$67.29 - $78.72 $399,096 - $466,888	-5,931 Reduced 22.96%	19,903 $1.54 Million
Q4 2018 Feb 15, 2019	SELL	$61.6 - $74.72 $28,459 - $34,520	-462 Reduced 1.76%	25,834 $1.79 Million
Q3 2018 Nov 15, 2018	BUY	$61.7 - $67.46 $8,823 - $9,646	143 Added 0.55%	26,296 $1.69 Million
Q2 2018 Aug 15, 2018	BUY	$50.01 - $62.69 $8,801 - $11,033	176 Added 0.68%	26,153 $1.64 Million
Q1 2018 May 17, 2018	SELL	$52.03 - $64.14 $19,927 - $24,565	-383 Reduced 1.45%	25,977 $1,000
Q4 2017 Feb 15, 2018	SELL	$63.27 - $69.55 $17,589 - $19,334	-278 Reduced 1.04%	26,360 $0
Q3 2017 Nov 17, 2017	BUY	$69.91 - $75.36 $1.86 Million - $2.01 Million	26,638	26,638 $2,000

Others Institutions Holding WELL

# of Institutions

1,413

Shares Held

623M

Call Options Held

1.16M

Put Options Held

1.49M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $80.2B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Phocas Financial Corp., based on Form 13F filings with the SEC.

News

Stay updated on Phocas Financial Corp. with notifications on news.

Account

Phocas Financial Corp. Welltower Inc. Transaction History