Regal Investment Advisors LLC Welltower Inc. Transaction History

Regal Investment Advisors LLC

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 09, 2022	SELL	$77.45 - $97.82 $149,943 - $189,379	-1,936 Reduced 36.17%	3,416 $281,000
Q1 2022 May 09, 2022	BUY	$79.67 - $98.31 $218,375 - $269,467	2,741 Added 104.98%	5,352 $515,000
Q4 2021 Feb 10, 2022	SELL	$79.36 - $87.07 $952 - $1,044	-12 Reduced 0.46%	2,611 $224,000
Q3 2021 Nov 05, 2021	SELL	$82.4 - $89.68 $74,901 - $81,519	-909 Reduced 25.74%	2,623 $216,000
Q2 2021 Aug 09, 2021	BUY	$71.04 - $84.02 $250,913 - $296,758	3,532 New	3,532 $294,000

Q1 2021 May 12, 2021	SELL	$59.79 - $74.55 $234,735 - $292,683	-3,926 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$52.26 - $67.84 $205,172 - $266,339	3,926 New	3,926 $254,000
Q1 2020 May 12, 2020	SELL	$33.22 - $89.84 $126,236 - $341,392	-3,800 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$77.4 - $92.21 $3,792 - $4,518	-49 Reduced 1.27%	3,800 $311,000
Q3 2019 Nov 15, 2019	BUY	$81.74 - $92.46 $4,986 - $5,640	61 Added 1.61%	3,849 $349,000
Q2 2019 Jul 26, 2019	BUY	$71.76 - $84.63 $21,599 - $25,473	301 Added 8.63%	3,788 $309,000
Q1 2019 May 09, 2019	SELL	$67.29 - $78.72 $16,015 - $18,735	-238 Reduced 6.39%	3,487 $271,000
Q4 2018 Feb 04, 2019	BUY	$61.6 - $74.72 $229,460 - $278,332	3,725 New	3,725 $259,000
Q2 2018 Aug 10, 2018	SELL	$50.01 - $62.69 $201,140 - $252,139	-4,022 Closed	0 $0
Q1 2018 Apr 25, 2018	SELL	$52.03 - $64.14 $44,589 - $54,967	-857 Reduced 17.57%	4,022 $219,000
Q4 2017 Feb 06, 2018	SELL	$63.27 - $69.55 $24,295 - $26,707	-384 Reduced 7.3%	4,879 $311,000
Q3 2017 Nov 08, 2017	BUY	$69.91 - $75.36 $367,936 - $396,619	5,263	5,263 $370,000

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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