Srs Capital Advisors, Inc. Welltower Inc. Transaction History

Srs Capital Advisors, Inc.

$1.07 Billion
Q3 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 518 shares of WELL stock, worth $71,421. This represents 0.01% of its overall portfolio holdings.

Number of Shares

518

Previous 509 1.77%

Holding current value

$71,421

Previous $53,000 24.53%

% of portfolio

0.01%

Previous 0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$104.0 - $129.74 $936 - $1,167	9 Added 1.77%	518 $66,000
Q2 2024 Aug 06, 2024	BUY	$88.31 - $105.01 $8,654 - $10,290	98 Added 23.84%	509 $53,000
Q1 2024 May 14, 2024	SELL	$86.51 - $94.25 $1,038 - $1,131	-12 Reduced 2.84%	411 $38,000
Q4 2023 Feb 06, 2024	SELL	$79.31 - $91.87 $713 - $826	-9 Reduced 2.08%	423 $38,000
Q3 2023 Nov 14, 2023	BUY	$78.6 - $85.47 $2,122 - $2,307	27 Added 6.67%	432 $35,000
Q2 2023 Aug 14, 2023	BUY	$70.38 - $81.95 $5,419 - $6,310	77 Added 23.48%	405 $32,000
Q1 2023 May 16, 2023	BUY	$65.76 - $78.05 $197 - $234	3 Added 0.92%	328 $23,000
Q4 2022 Feb 24, 2023	SELL	$57.37 - $71.58 $745 - $930	-13 Reduced 3.85%	325 $21,000
Q3 2022 Nov 03, 2022	BUY	$63.33 - $86.34 $443 - $604	7 Added 2.11%	338 $22,000
Q2 2022 Aug 22, 2022	BUY	$77.45 - $97.82 $1,006 - $1,271	13 Added 4.09%	331 $27,000
Q1 2022 May 12, 2022	SELL	$79.67 - $98.31 $3,903 - $4,817	-49 Reduced 13.35%	318 $31,000
Q4 2021 Feb 08, 2022	BUY	$79.36 - $87.07 $1,507 - $1,654	19 Added 5.46%	367 $32,000
Q3 2021 Nov 05, 2021	BUY	$82.4 - $89.68 $247 - $269	3 Added 0.87%	348 $29,000
Q2 2021 Aug 02, 2021	BUY	$71.04 - $84.02 $2,770 - $3,276	39 Added 12.75%	345 $29,000
Q4 2020 Feb 03, 2021	BUY	$52.26 - $67.84 $156 - $203	3 Added 0.99%	306 $20,000
Q3 2020 Nov 12, 2020	BUY	$49.2 - $61.12 $147 - $183	3 Added 1.0%	303 $17,000
Q2 2020 Aug 06, 2020	BUY	$37.26 - $61.65 $149 - $246	4 Added 1.35%	300 $16,000
Q1 2020 May 13, 2020	BUY	$33.22 - $89.84 $99 - $269	3 Added 1.02%	296 $14,000
Q4 2019 Feb 07, 2020	BUY	$77.4 - $92.21 $232 - $276	3 Added 1.03%	293 $24,000
Q3 2019 Nov 01, 2019	BUY	$81.74 - $92.46 $245 - $277	3 Added 1.05%	290 $26,000
Q2 2019 Aug 08, 2019	BUY	$71.76 - $84.63 $430 - $507	6 Added 2.14%	287 $23,000
Q4 2018 Feb 06, 2019	BUY	$61.6 - $74.72 $246 - $298	4 Added 1.44%	281 $19,000
Q3 2018 Nov 06, 2018	SELL	$61.7 - $67.46 $48,681 - $53,225	-789 Reduced 74.02%	277 $18,000
Q2 2018 Aug 21, 2018	SELL	$50.01 - $62.69 $350 - $438	-7 Reduced 0.65%	1,066 $66,000
Q1 2018 May 14, 2018	BUY	$52.03 - $64.14 $40,843 - $50,349	785 Added 272.57%	1,073 $58,000
Q4 2017 Feb 15, 2018	SELL	$63.27 - $69.55 $11,072 - $12,171	-175 Reduced 37.8%	288 $18,000
Q3 2017 Nov 15, 2017	BUY	$69.91 - $75.36 $32,368 - $34,891	463	463 $32,000

Others Institutions Holding WELL

# of Institutions

1,153

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 $63.9B
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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Srs Capital Advisors, Inc. Welltower Inc. Transaction History