Resources Investment Advisors, Llc. Welltower Inc. Transaction History

Resources Investment Advisors, Llc.

$7.81 Billion
Q2 2024

A detailed history of Resources Investment Advisors, Llc. transactions in Welltower Inc. stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 11,686 shares of WELL stock, worth $1.5 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,686

Previous 10,866 7.55%

Holding current value

$1.5 Million

Previous $1.02 Million 20.0%

% of portfolio

0.02%

Previous 0.02%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$88.31 - $105.01 $72,414 - $86,108	820 Added 7.55%	11,686 $1.22 Million
Q1 2024 May 10, 2024	BUY	$86.51 - $94.25 $9,256 - $10,084	107 Added 0.99%	10,866 $1.02 Million
Q4 2023 Feb 13, 2024	SELL	$79.31 - $91.87 $6,820 - $7,900	-86 Reduced 0.79%	10,759 $970,000
Q3 2023 Nov 14, 2023	SELL	$78.6 - $85.47 $77,106 - $83,846	-981 Reduced 8.3%	10,845 $888,000
Q2 2023 Aug 07, 2023	SELL	$70.38 - $81.95 $5,560 - $6,474	-79 Reduced 0.66%	11,826 $956,000
Q1 2023 May 10, 2023	BUY	$65.76 - $78.05 $78,846 - $93,581	1,199 Added 11.2%	11,905 $853,000
Q4 2022 Feb 02, 2023	BUY	$57.37 - $71.58 $83,874 - $104,649	1,462 Added 15.82%	10,706 $701,000
Q3 2022 Nov 08, 2022	BUY	$63.33 - $86.34 $253 - $345	4 Added 0.04%	9,244 $595,000
Q2 2022 Aug 08, 2022	SELL	$77.45 - $97.82 $77 - $97	-1 Reduced 0.01%	9,240 $761,000
Q1 2022 May 05, 2022	BUY	$79.67 - $98.31 $31,469 - $38,832	395 Added 4.47%	9,241 $888,000
Q4 2021 Feb 23, 2022	BUY	$79.36 - $87.07 $23,728 - $26,033	299 Added 3.5%	8,846 $759,000
Q3 2021 Nov 05, 2021	BUY	$82.4 - $89.68 $329 - $358	4 Added 0.05%	8,547 $704,000
Q2 2021 Aug 09, 2021	SELL	$71.04 - $84.02 $1,136 - $1,344	-16 Reduced 0.19%	8,543 $709,000
Q1 2021 May 10, 2021	SELL	$59.79 - $74.55 $1,793 - $2,236	-30 Reduced 0.35%	8,559 $613,000
Q4 2020 Feb 08, 2021	SELL	$52.26 - $67.84 $30,937 - $40,161	-592 Reduced 6.45%	8,589 $555,000
Q3 2020 Oct 09, 2020	SELL	$49.2 - $61.12 $23,566 - $29,276	-479 Reduced 4.96%	9,181 $505,000
Q2 2020 Aug 14, 2020	SELL	$37.26 - $61.65 $7,638 - $12,638	-205 Reduced 2.08%	9,660 $499,000
Q1 2020 May 14, 2020	SELL	$33.22 - $89.84 $122,747 - $331,958	-3,695 Reduced 27.25%	9,865 $451,000
Q4 2019 Feb 07, 2020	SELL	$77.4 - $92.21 $774 - $922	-10 Reduced 0.07%	13,560 $1.11 Million
Q3 2019 Nov 08, 2019	SELL	$81.74 - $92.46 $89,832 - $101,613	-1,099 Reduced 7.49%	13,570 $1.23 Million
Q2 2019 Aug 12, 2019	BUY	$71.76 - $84.63 $983,686 - $1.16 Million	13,708 Added 1426.43%	14,669 $0
Q1 2019 May 10, 2019	BUY	$67.29 - $78.72 $11,170 - $13,067	166 Added 20.88%	961 $0
Q4 2018 Feb 12, 2019	BUY	$61.6 - $74.72 $48,972 - $59,402	795 New	795 $55,000
Q3 2018 Nov 07, 2018	SELL	$61.7 - $67.46 $33,318 - $36,428	-540 Closed	0 $0
Q4 2017 Jan 31, 2018	BUY	$63.27 - $69.55 $34,165 - $37,557	540	540 $34,000

Others Institutions Holding WELL

# of Institutions

1,077

Shares Held

570M

Call Options Held

951K

Put Options Held

1.54M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $59.3B
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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Resources Investment Advisors, Llc. Welltower Inc. Transaction History