Sheets Smith Wealth Management Welltower Inc. Transaction History

Sheets Smith Wealth Management

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 27, 2022	SELL	$77.45 - $97.82 $180,226 - $227,627	-2,327 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$79.67 - $98.31 $185,392 - $228,767	2,327 New	2,327 $224,000
Q1 2020 Apr 28, 2020	SELL	$33.22 - $89.84 $327,283 - $885,103	-9,852 Closed	0 $0
Q4 2019 Jan 24, 2020	SELL	$77.4 - $92.21 $25,155 - $29,968	-325 Reduced 3.19%	9,852 $806,000
Q3 2019 Oct 28, 2019	SELL	$81.74 - $92.46 $63,103 - $71,379	-772 Reduced 7.05%	10,177 $923,000
Q2 2019 Jul 12, 2019	BUY	$71.76 - $84.63 $1,148 - $1,354	16 Added 0.15%	10,949 $893,000
Q1 2019 May 13, 2019	BUY	$67.29 - $78.72 $5,517 - $6,455	82 Added 0.76%	10,933 $848,000
Q4 2018 Jan 11, 2019	BUY	$61.6 - $74.72 $5,297 - $6,425	86 Added 0.8%	10,851 $753,000
Q3 2018 Oct 15, 2018	BUY	$61.7 - $67.46 $6,046 - $6,611	98 Added 0.92%	10,765 $692,000
Q2 2018 Jul 26, 2018	BUY	$50.01 - $62.69 $45,859 - $57,486	917 Added 9.41%	10,667 $669,000
Q1 2018 Apr 09, 2018	BUY	$52.03 - $64.14 $46,150 - $56,892	887 Added 10.01%	9,750 $531,000
Q4 2017 Jan 12, 2018	BUY	$63.27 - $69.55 $560,762 - $616,421	8,863	8,863 $565,000

1,153

548M

1.11M

2.1M

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $63.7B
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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