Sara Bay Financial Welltower Inc. Transaction History

Sara Bay Financial

$223 Billion
Q1 2024

A detailed history of Sara Bay Financial transactions in Welltower Inc. stock. As of the latest transaction made, Sara Bay Financial holds 5,352 shares of WELL stock, worth $567,151. This represents 0.22% of its overall portfolio holdings.

Number of Shares

5,352

Previous 5,169 3.54%

Holding current value

$567,151

Previous $466 Million 5.63%

% of portfolio

0.22%

Previous 0.23%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	BUY	$86.51 - $94.25 $15,831 - $17,247	183 Added 3.54%	5,352 $492 Million
Q3 2023 Oct 13, 2023	SELL	$78.6 - $85.47 $15,955 - $17,350	-203 Reduced 3.78%	5,169 $423 Million
Q2 2023 Jul 14, 2023	SELL	$70.38 - $81.95 $12,316 - $14,341	-175 Reduced 3.15%	5,372 $435 Million
Q1 2023 Apr 14, 2023	SELL	$65.76 - $78.05 $93,839 - $111,377	-1,427 Reduced 20.46%	5,547 $398 Million
Q3 2022 Oct 18, 2022	BUY	$63.33 - $86.34 $2,406 - $3,280	38 Added 0.55%	6,974 $449 Million

Q2 2022 Jul 12, 2022	BUY	$77.45 - $97.82 $46,624 - $58,887	602 Added 9.5%	6,936 $575 Million
Q1 2022 Apr 12, 2022	BUY	$79.67 - $98.31 $5,019 - $6,193	63 Added 1.0%	6,334 $609 Million
Q4 2021 Jan 14, 2022	BUY	$79.36 - $87.07 $497,666 - $546,015	6,271 New	6,271 $538 Million
Q3 2021 Oct 08, 2021	SELL	$82.4 - $89.68 $430,952 - $469,026	-5,230 Closed	0 $0
Q2 2021 Jul 16, 2021	BUY	$71.04 - $84.02 $73,526 - $86,960	1,035 Added 24.67%	5,230 $435 Million
Q1 2021 Apr 14, 2021	BUY	$59.79 - $74.55 $17,757 - $22,141	297 Added 7.62%	4,195 $301 Million
Q4 2020 Jan 15, 2021	BUY	$52.26 - $67.84 $7,316 - $9,497	140 Added 3.73%	3,898 $252 Million
Q3 2020 Oct 07, 2020	SELL	$49.2 - $61.12 $3,444 - $4,278	-70 Reduced 1.83%	3,758 $207 Million
Q2 2020 Jul 21, 2020	BUY	$37.26 - $61.65 $142,631 - $235,996	3,828 New	3,828 $203 Million

Others Institutions Holding WELL

# of Institutions

1,023

Shares Held

517M

Call Options Held

1.3M

Put Options Held

717K

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $49.1B
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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Sara Bay Financial Welltower Inc. Transaction History