Sequoia Financial Advisors, LLC Welltower Inc. Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 7,824 shares of WELL stock, worth $1.05 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,824

Previous 7,493 4.42%

Holding current value

$1.05 Million

Previous $781,000 28.17%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$104.0 - $129.74 $34,424 - $42,943	331 Added 4.42%	7,824 $1 Million
Q2 2024 Jul 15, 2024	SELL	$88.31 - $105.01 $15,984 - $19,006	-181 Reduced 2.36%	7,493 $781,000
Q1 2024 Apr 30, 2024	SELL	$86.51 - $94.25 $174,317 - $189,913	-2,015 Reduced 20.8%	7,674 $717,000
Q4 2023 Jan 25, 2024	BUY	$79.31 - $91.87 $263,071 - $304,732	3,317 Added 52.06%	9,689 $873,000
Q3 2023 Nov 08, 2023	BUY	$78.6 - $85.47 $9,353 - $10,170	119 Added 1.9%	6,372 $521,000
Q2 2023 Aug 08, 2023	BUY	$70.38 - $81.95 $10,557 - $12,292	150 Added 2.46%	6,253 $505,000
Q1 2023 Apr 24, 2023	SELL	$65.76 - $78.05 $6,904 - $8,195	-105 Reduced 1.69%	6,103 $437,000
Q4 2022 Feb 10, 2023	BUY	$57.37 - $71.58 $7,744 - $9,663	135 Added 2.22%	6,208 $406,000
Q4 2022 Jan 17, 2023	BUY	$57.37 - $71.58 $66,778 - $83,319	1,164 Added 23.71%	6,073 $0
Q3 2022 Oct 26, 2022	BUY	$63.33 - $86.34 $8,042 - $10,965	127 Added 2.66%	4,909 $316,000
Q2 2022 Jul 22, 2022	SELL	$77.45 - $97.82 $36,556 - $46,171	-472 Reduced 8.98%	4,782 $394,000
Q1 2022 May 13, 2022	BUY	$79.67 - $98.31 $109,386 - $134,979	1,373 Added 35.38%	5,254 $505,000
Q4 2021 Feb 11, 2022	BUY	$79.36 - $87.07 $307,996 - $337,918	3,881 New	3,881 $333,000
Q1 2020 May 11, 2020	SELL	$33.22 - $89.84 $122,216 - $330,521	-3,679 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$77.4 - $92.21 $18,498 - $22,038	-239 Reduced 6.1%	3,679 $301,000
Q3 2019 Oct 22, 2019	SELL	$81.74 - $92.46 $20,108 - $22,745	-246 Reduced 5.91%	3,918 $355,000
Q2 2019 Jul 31, 2019	SELL	$71.76 - $84.63 $68,961 - $81,329	-961 Reduced 18.75%	4,164 $339,000
Q1 2019 May 13, 2019	BUY	$67.29 - $78.72 $344,861 - $403,440	5,125 New	5,125 $398,000

Others Institutions Holding WELL

# of Institutions

1,151

Shares Held

548M

Call Options Held

1.1M

Put Options Held

2.08M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $62.3B
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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Sequoia Financial Advisors, LLC Welltower Inc. Transaction History