Shelton Capital Management Welltower Inc. Transaction History

Shelton Capital Management

$3.85 Billion
Q3 2024

A detailed history of Shelton Capital Management transactions in Welltower Inc. stock. As of the latest transaction made, Shelton Capital Management holds 2,792 shares of WELL stock, worth $387,976. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,792

Previous 2,792 -0.0%

Holding current value

$387,976

Previous $291,000 22.68%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$88.31 - $105.01 $8,831 - $10,501	-100 Reduced 3.46%	2,792 $291,000
Q1 2024 May 15, 2024	BUY	$86.51 - $94.25 $250,186 - $272,571	2,892 New	2,892 $270,000
Q3 2023 Nov 14, 2023	BUY	$78.6 - $85.47 $250,891 - $272,820	3,192 New	3,192 $261,000
Q1 2023 May 11, 2023	BUY	$65.76 - $78.05 $209,905 - $249,135	3,192 New	3,192 $228,000
Q2 2021 Aug 12, 2021	SELL	$71.04 - $84.02 $212,551 - $251,387	-2,992 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$59.79 - $74.55 $178,891 - $223,053	2,992 New	2,992 $214,000
Q1 2020 May 13, 2020	SELL	$33.22 - $89.84 $102,716 - $277,785	-3,092 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$81.74 - $92.46 $252,740 - $285,886	3,092 New	3,092 $280,000
Q2 2019 Aug 14, 2019	BUY	$71.76 - $84.63 $197,411 - $232,817	2,751 Added 806.74%	3,092 $252,000
Q1 2019 May 10, 2019	SELL	$67.29 - $78.72 $178,385 - $208,686	-2,651 Reduced 88.6%	341 $4.39 Million
Q4 2018 Jan 31, 2019	BUY	$61.6 - $74.72 $184,307 - $223,562	2,992 New	2,992 $208,000
Q4 2017 Feb 06, 2018	SELL	$63.27 - $69.55 $189,303 - $208,093	-2,992 Closed	0 $0
Q3 2017 Nov 28, 2017	BUY	$69.91 - $75.36 $209,170 - $225,477	2,992 New	2,992 $210,000
Q3 2017 Nov 14, 2017	SELL	$69.91 - $75.36 $209,170 - $225,477	-2,992 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	84 Added 2.89%	2,992 $224,000
Q1 2017 Nov 28, 2017	SELL	N/A	-116 Reduced 3.84%	2,908 $206,000
Q3 2016 Dec 04, 2017	BUY	N/A	3,024	3,024 $202,000

Others Institutions Holding WELL

# of Institutions

1,155

Shares Held

548M

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 $64.4B
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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Shelton Capital Management Welltower Inc. Transaction History