Spirit Of America Management Corp Welltower Inc. Transaction History

Spirit Of America Management Corp

$494 Million
Q3 2024

A detailed history of Spirit Of America Management Corp transactions in Welltower Inc. stock. As of the latest transaction made, Spirit Of America Management Corp holds 35,825 shares of WELL stock, worth $4.83 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

35,825

Previous 35,175 1.85%

Holding current value

$4.83 Million

Previous $3.67 Million 25.07%

% of portfolio

0.93%

Previous 0.75%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$104.0 - $129.74 $67,600 - $84,331	650 Added 1.85%	35,825 $4.59 Million
Q2 2024 Jul 25, 2024	BUY	$88.31 - $105.01 $114,803 - $136,513	1,300 Added 3.84%	35,175 $3.67 Million
Q1 2024 Apr 17, 2024	BUY	$86.51 - $94.25 $337,389 - $367,575	3,900 Added 13.01%	33,875 $3.17 Million
Q4 2023 Jan 22, 2024	BUY	$79.31 - $91.87 $448,101 - $519,065	5,650 Added 23.23%	29,975 $2.7 Million
Q3 2023 Oct 18, 2023	BUY	$78.6 - $85.47 $165,060 - $179,487	2,100 Added 9.45%	24,325 $1.99 Million
Q2 2023 Jul 24, 2023	BUY	$70.38 - $81.95 $35,190 - $40,975	500 Added 2.3%	22,225 $1.8 Million
Q1 2023 Apr 11, 2023	SELL	$65.76 - $78.05 $59,841 - $71,025	-910 Reduced 4.02%	21,725 $1.56 Million
Q3 2022 Oct 19, 2022	BUY	$63.33 - $86.34 $25,332 - $34,536	400 Added 1.8%	22,635 $1.46 Million
Q2 2022 Jul 19, 2022	BUY	$77.45 - $97.82 $30,980 - $39,128	400 Added 1.83%	22,235 $1.83 Million
Q1 2022 Apr 19, 2022	BUY	$79.67 - $98.31 $322,663 - $398,155	4,050 Added 22.77%	21,835 $2.1 Million
Q3 2021 Oct 15, 2021	BUY	$82.4 - $89.68 $94,760 - $103,132	1,150 Added 6.91%	17,785 $1.47 Million
Q2 2021 Jul 20, 2021	BUY	$71.04 - $84.02 $42,624 - $50,412	600 Added 3.74%	16,635 $1.38 Million
Q1 2021 Apr 15, 2021	SELL	$59.79 - $74.55 $167,412 - $208,740	-2,800 Reduced 14.87%	16,035 $1.15 Million
Q2 2020 Jul 10, 2020	SELL	$37.26 - $61.65 $393,093 - $650,407	-10,550 Reduced 35.9%	18,835 $975,000
Q1 2020 Apr 07, 2020	SELL	$33.22 - $89.84 $156,134 - $422,248	-4,700 Reduced 13.79%	29,385 $1.35 Million
Q4 2019 Jan 16, 2020	BUY	$77.4 - $92.21 $93,654 - $111,574	1,210 Added 3.68%	34,085 $2.79 Million
Q3 2019 Oct 15, 2019	BUY	$81.74 - $92.46 $277,916 - $314,364	3,400 Added 11.54%	32,875 $2.98 Million
Q2 2019 Jul 15, 2019	BUY	$71.76 - $84.63 $199,134 - $234,848	2,775 Added 10.39%	29,475 $2.4 Million
Q1 2019 Apr 17, 2019	BUY	$67.29 - $78.72 $87,477 - $102,336	1,300 Added 5.12%	26,700 $2.07 Million
Q2 2018 Jul 10, 2018	BUY	$50.01 - $62.69 $25,005 - $31,345	500 Added 2.01%	25,400 $1.59 Million
Q1 2018 Apr 17, 2018	BUY	$52.03 - $64.14 $317,383 - $391,254	6,100 Added 32.45%	24,900 $1.36 Million
Q4 2017 Jan 17, 2018	SELL	$63.27 - $69.55 $189,810 - $208,650	-3,000 Reduced 13.76%	18,800 $1.2 Million
Q3 2017 Oct 17, 2017	BUY	$69.91 - $75.36 $1.52 Million - $1.64 Million	21,800	21,800 $1.53 Million

Others Institutions Holding WELL

# of Institutions

1,144

Shares Held

539M

Call Options Held

986K

Put Options Held

1.62M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $62.5B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spirit Of America Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Spirit Of America Management Corp with notifications on news.

Account

Spirit Of America Management Corp Welltower Inc. Transaction History