Sfmg, LLC Welltower Inc. Transaction History

Sfmg, LLC

$1.21 Billion
Q3 2024

A detailed history of Sfmg, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Sfmg, LLC holds 3,301 shares of WELL stock, worth $411,436. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,301

Previous 3,354 1.58%

Holding current value

$411,436

Previous $349,000 20.92%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 25, 2024	SELL	$104.0 - $129.74 $5,512 - $6,876	-53 Reduced 1.58%	3,301 $422,000
Q2 2024 Aug 14, 2024	SELL	$88.31 - $105.01 $5,475 - $6,510	-62 Reduced 1.81%	3,354 $349,000
Q1 2024 May 07, 2024	SELL	$86.51 - $94.25 $7,612 - $8,294	-88 Reduced 2.51%	3,416 $319,000
Q4 2023 Jan 30, 2024	BUY	$79.31 - $91.87 $7,931 - $9,187	100 Added 2.94%	3,504 $315,000
Q3 2023 Nov 06, 2023	SELL	$78.6 - $85.47 $39,142 - $42,564	-498 Reduced 12.76%	3,404 $278,000
Q1 2023 May 01, 2023	BUY	$65.76 - $78.05 $7,102 - $8,429	108 Added 2.85%	3,902 $279,000
Q2 2022 Aug 08, 2022	SELL	$77.45 - $97.82 $12,779 - $16,140	-165 Reduced 4.17%	3,794 $312,000
Q1 2022 Apr 21, 2022	BUY	$79.67 - $98.31 $15,137 - $18,678	190 Added 5.04%	3,959 $381,000
Q4 2021 Jan 31, 2022	BUY	$79.36 - $87.07 $19,046 - $20,896	240 Added 6.8%	3,769 $323,000
Q3 2021 Nov 01, 2021	BUY	$82.4 - $89.68 $26,368 - $28,697	320 Added 9.97%	3,529 $291,000
Q1 2021 May 03, 2021	BUY	$59.79 - $74.55 $191,866 - $239,230	3,209 New	3,209 $230,000

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 $57.8B
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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