Spire Wealth Management Welltower Inc. Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in Welltower Inc. stock. As of the latest transaction made, Spire Wealth Management holds 465 shares of WELL stock, worth $57,994. This represents 0.0% of its overall portfolio holdings.

Number of Shares

465

Previous 463 0.43%

Holding current value

$57,994

Previous $48,000 22.92%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$104.0 - $129.74 $208 - $259	2 Added 0.43%	465 $59,000
Q2 2024 Jul 31, 2024	SELL	$88.31 - $105.01 $108,974 - $129,582	-1,234 Reduced 72.72%	463 $48,000
Q1 2024 Apr 24, 2024	BUY	$86.51 - $94.25 $2,335 - $2,544	27 Added 1.62%	1,697 $158,000
Q4 2023 Feb 06, 2024	SELL	$79.31 - $91.87 $12,451 - $14,423	-157 Reduced 8.59%	1,670 $150,000
Q3 2023 Nov 08, 2023	BUY	$78.6 - $85.47 $1,964 - $2,136	25 Added 1.39%	1,827 $149,000
Q2 2023 Aug 09, 2023	SELL	$70.38 - $81.95 $8,515 - $9,915	-121 Reduced 6.29%	1,802 $145,000
Q1 2023 May 09, 2023	BUY	$65.76 - $78.05 $65,102 - $77,269	990 Added 106.11%	1,923 $137,000
Q4 2022 Feb 03, 2023	BUY	$57.37 - $71.58 $57 - $71	1 Added 0.11%	933 $61,000
Q3 2022 Nov 07, 2022	SELL	$63.33 - $86.34 $122,860 - $167,499	-1,940 Reduced 67.55%	932 $60,000
Q2 2022 Jul 22, 2022	SELL	$77.45 - $97.82 $151,569 - $191,433	-1,957 Reduced 40.53%	2,872 $236,000
Q1 2022 Apr 18, 2022	SELL	$79.67 - $98.31 $59,593 - $73,535	-748 Reduced 13.41%	4,829 $464,000
Q4 2021 Jan 14, 2022	BUY	$79.36 - $87.07 $19,760 - $21,680	249 Added 4.67%	5,577 $478,000
Q3 2021 Oct 22, 2021	BUY	$82.4 - $89.68 $41,941 - $45,647	509 Added 10.56%	5,328 $439,000
Q2 2021 Jul 26, 2021	SELL	$71.04 - $84.02 $199,693 - $236,180	-2,811 Reduced 36.84%	4,819 $401,000
Q1 2021 May 21, 2021	BUY	$59.79 - $74.55 $456,197 - $568,816	7,630 New	7,630 $548,000

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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Spire Wealth Management Welltower Inc. Transaction History