Pinnacle Associates LTD Welltower Inc. Transaction History

Pinnacle Associates LTD

$6.3 Billion
Q3 2024

A detailed history of Pinnacle Associates LTD transactions in Welltower Inc. stock. As of the latest transaction made, Pinnacle Associates LTD holds 61,590 shares of WELL stock, worth $7.65 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

61,590

Previous 60,246 2.23%

Holding current value

$7.65 Million

Previous $6.28 Million 25.53%

% of portfolio

0.13%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$104.0 - $129.74 $139,776 - $174,370	1,344 Added 2.23%	61,590 $7.88 Million
Q2 2024 Jul 30, 2024	SELL	$88.31 - $105.01 $65,614 - $78,022	-743 Reduced 1.22%	60,246 $6.28 Million
Q1 2024 Apr 26, 2024	SELL	$86.51 - $94.25 $51,992 - $56,644	-601 Reduced 0.98%	60,989 $5.7 Million
Q4 2023 Jan 19, 2024	BUY	$79.31 - $91.87 $60,830 - $70,464	767 Added 1.26%	61,590 $5.55 Million
Q3 2023 Oct 23, 2023	SELL	$78.6 - $85.47 $27,352 - $29,743	-348 Reduced 0.57%	60,823 $4.98 Million
Q2 2023 Jul 26, 2023	SELL	$70.38 - $81.95 $205,298 - $239,048	-2,917 Reduced 4.55%	61,171 $4.95 Million
Q1 2023 May 04, 2023	SELL	$65.76 - $78.05 $246,008 - $291,985	-3,741 Reduced 5.52%	64,088 $4.59 Million
Q4 2022 Jan 31, 2023	SELL	$57.37 - $71.58 $233,553 - $291,402	-4,071 Reduced 5.66%	67,829 $4.44 Million
Q4 2022 Jan 25, 2023	SELL	$57.37 - $71.58 $371,585 - $463,623	-6,477 Reduced 8.26%	71,900 $0
Q3 2022 Oct 31, 2022	SELL	$63.33 - $86.34 $332,925 - $453,889	-5,257 Reduced 6.29%	78,377 $5.04 Million
Q2 2022 Aug 02, 2022	BUY	$77.45 - $97.82 $274,173 - $346,282	3,540 Added 4.42%	83,634 $6.89 Million
Q1 2022 May 05, 2022	BUY	$79.67 - $98.31 $53,936 - $66,555	677 Added 0.85%	80,094 $7.7 Million
Q4 2021 Feb 02, 2022	BUY	$79.36 - $87.07 $6.3 Million - $6.91 Million	79,417 New	79,417 $6.81 Million

Others Institutions Holding WELL

# of Institutions

1,152

Shares Held

537M

Call Options Held

1.11M

Put Options Held

2.1M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $57.6B
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 Pinnacle Associates LTD, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Associates LTD with notifications on news.

Account

Pinnacle Associates LTD Welltower Inc. Transaction History