Plante Moran Financial Advisors, LLC Welltower Inc. Transaction History

Plante Moran Financial Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 06, 2022	SELL	$79.67 - $98.31 $0 - $0	0 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$79.36 - $87.07 $18,728 - $20,548	-236 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$59.79 - $74.55 $777 - $969	13 Added 5.83%	236 $17,000
Q3 2018 Nov 09, 2018	SELL	$61.7 - $67.46 $3,393 - $3,710	-55 Reduced 19.78%	223 $14,000
Q2 2018 Jul 26, 2018	BUY	$50.01 - $62.69 $2,750 - $3,447	55 Added 24.66%	278 $17,000
Q1 2018 May 01, 2018	BUY	$52.03 - $64.14 $11,602 - $14,303	223 New	223 $12,000

1,077

570M

951K

1.54M

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $58.9B
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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