A detailed history of Shelton Capital Management transactions in Welltower Inc. stock. As of the latest transaction made, Shelton Capital Management holds 2,892 shares of WELL stock, worth $306,465. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,892
Previous 3,192 9.4%
Holding current value
$306,465
Previous $287,000 5.92%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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...
More about WELL
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