Prospera Financial Services Inc Welltower Inc. Transaction History

Prospera Financial Services Inc

$3.82 Billion
Q3 2024

A detailed history of Prospera Financial Services Inc transactions in Welltower Inc. stock. As of the latest transaction made, Prospera Financial Services Inc holds 8,450 shares of WELL stock, worth $1.06 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,450

Previous 7,987 5.8%

Holding current value

$1.06 Million

Previous $832,000 29.93%

% of portfolio

0.03%

Previous 0.02%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$104.0 - $129.74 $48,152 - $60,069	463 Added 5.8%	8,450 $1.08 Million
Q2 2024 Aug 13, 2024	SELL	$88.31 - $105.01 $30,378 - $36,123	-344 Reduced 4.13%	7,987 $832,000
Q1 2024 Aug 13, 2024	SELL	$86.51 - $94.25 $3,979 - $4,335	-46 Reduced 0.58%	7,941 $742,000
Q4 2023 Feb 14, 2024	BUY	$79.31 - $91.87 $212,947 - $246,670	2,685 Added 47.56%	8,331 $751,000
Q3 2023 Nov 13, 2023	BUY	$78.6 - $85.47 $92,590 - $100,683	1,178 Added 26.37%	5,646 $462,000
Q2 2023 Aug 08, 2023	SELL	$70.38 - $81.95 $239,995 - $279,449	-3,410 Reduced 43.29%	4,468 $361,000
Q1 2023 May 12, 2023	SELL	$65.76 - $78.05 $5,195 - $6,165	-79 Reduced 0.99%	7,878 $564,000
Q4 2022 Feb 08, 2023	BUY	$57.37 - $71.58 $34,938 - $43,592	609 Added 8.29%	7,957 $521,000
Q3 2022 Oct 27, 2022	BUY	$63.33 - $86.34 $233,307 - $318,076	3,684 Added 100.55%	7,348 $472,000
Q2 2022 Aug 08, 2022	SELL	$77.45 - $97.82 $73,577 - $92,929	-950 Reduced 20.59%	3,664 $302,000
Q1 2022 May 04, 2022	BUY	$79.67 - $98.31 $6,214 - $7,668	78 Added 1.72%	4,614 $444,000
Q4 2021 Feb 10, 2022	BUY	$79.36 - $87.07 $1,745 - $1,915	22 Added 0.49%	4,536 $389,000
Q3 2021 Nov 12, 2021	BUY	$82.4 - $89.68 $2,142 - $2,331	26 Added 0.58%	4,514 $372,000
Q2 2021 Aug 12, 2021	BUY	$71.04 - $84.02 $5,825 - $6,889	82 Added 1.86%	4,488 $373,000
Q1 2021 May 06, 2021	BUY	$59.79 - $74.55 $27,503 - $34,293	460 Added 11.66%	4,406 $316,000
Q4 2020 Feb 12, 2021	BUY	$52.26 - $67.84 $198,744 - $257,995	3,803 Added 2659.44%	3,946 $255,000
Q3 2020 Nov 04, 2020	SELL	$49.2 - $61.12 $186,074 - $231,155	-3,782 Reduced 96.36%	143 $8,000
Q2 2020 Aug 07, 2020	BUY	$37.26 - $61.65 $146,245 - $241,976	3,925 New	3,925 $203,000
Q1 2020 May 15, 2020	SELL	$33.22 - $89.84 $102,284 - $276,617	-3,079 Closed	0 $0
Q4 2019 Feb 12, 2020	SELL	$77.4 - $92.21 $13,545 - $16,136	-175 Reduced 5.38%	3,079 $252,000
Q3 2019 Oct 22, 2019	SELL	$81.74 - $92.46 $31,306 - $35,412	-383 Reduced 10.53%	3,254 $295,000
Q2 2019 Aug 14, 2019	BUY	$71.76 - $84.63 $23,393 - $27,589	326 Added 9.85%	3,637 $299,000
Q2 2019 Aug 14, 2019	SELL	$71.76 - $84.63 $25,690 - $30,297	-358 Reduced 9.76%	3,311 $229,000
Q1 2019 May 02, 2019	BUY	$67.29 - $78.72 $24,089 - $28,181	358 Added 10.81%	3,669 $278,000
Q4 2018 Feb 13, 2019	BUY	$61.6 - $74.72 $203,957 - $247,397	3,311 New	3,311 $229,000

Others Institutions Holding WELL

# of Institutions

1,153

Shares Held

536M

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 $57.9B
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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Prospera Financial Services Inc Welltower Inc. Transaction History