Steward Partners Investment Advisory, LLC Welltower Inc. Transaction History

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 12,744 shares of WELL stock, worth $1.94 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,744

Previous 12,568 1.4%

Holding current value

$1.94 Million

Previous $1.58 Million 23.31%

% of portfolio

0.02%

Previous 0.01%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$124.05 - $156.86 $21,832 - $27,607	176 Added 1.4%	12,744 $1.95 Million
Q4 2024 Feb 06, 2025	SELL	$123.11 - $139.3 $65,125 - $73,689	-529 Reduced 4.04%	12,568 $1.58 Million
Q3 2024 Nov 14, 2024	BUY	$104.0 - $129.74 $160,368 - $200,059	1,542 Added 13.34%	13,097 $1.68 Million
Q2 2024 Aug 08, 2024	BUY	$88.31 - $105.01 $86,013 - $102,279	974 Added 9.21%	11,555 $1.2 Million
Q1 2024 May 15, 2024	SELL	$86.51 - $94.25 $11,246 - $12,252	-130 Reduced 1.21%	10,581 $988,000
Q4 2023 Feb 12, 2024	SELL	$79.31 - $91.87 $30,375 - $35,186	-383 Reduced 3.45%	10,711 $965,000
Q3 2023 Nov 13, 2023	SELL	$78.6 - $85.47 $13,361 - $14,529	-170 Reduced 1.51%	11,094 $908,000
Q2 2023 Aug 14, 2023	SELL	$70.38 - $81.95 $354,926 - $413,273	-5,043 Reduced 30.93%	11,264 $911,000
Q1 2023 May 15, 2023	BUY	$65.76 - $78.05 $24,133 - $28,644	367 Added 2.3%	16,307 $1.17 Million
Q4 2022 Feb 15, 2023	BUY	$57.37 - $71.58 $11,760 - $14,673	205 Added 1.3%	15,940 $1.04 Million
Q3 2022 Nov 10, 2022	BUY	$63.33 - $86.34 $311,013 - $424,015	4,911 Added 45.37%	15,735 $1.01 Million
Q2 2022 Aug 04, 2022	SELL	$77.45 - $97.82 $12,392 - $15,651	-160 Reduced 1.46%	10,824 $891,000
Q1 2022 May 02, 2022	BUY	$79.67 - $98.31 $4,063 - $5,013	51 Added 0.47%	10,984 $1.06 Million
Q4 2021 Feb 08, 2022	SELL	$79.36 - $87.07 $17,697 - $19,416	-223 Reduced 2.0%	10,933 $938,000
Q3 2021 Nov 12, 2021	BUY	$82.4 - $89.68 $99,951 - $108,781	1,213 Added 12.2%	11,156 $919,000
Q2 2021 Aug 13, 2021	SELL	$71.04 - $84.02 $122,899 - $145,354	-1,730 Reduced 14.82%	9,943 $826,000
Q1 2021 May 14, 2021	BUY	$59.79 - $74.55 $169,145 - $210,901	2,829 Added 31.99%	11,673 $836,000
Q4 2020 Feb 11, 2021	SELL	$52.26 - $67.84 $56,649 - $73,538	-1,084 Reduced 10.92%	8,844 $571,000
Q3 2020 Oct 30, 2020	SELL	$49.2 - $61.12 $76,358 - $94,858	-1,552 Reduced 13.52%	9,928 $547,000
Q2 2020 Aug 06, 2020	SELL	$37.26 - $61.65 $178,326 - $295,056	-4,786 Reduced 29.42%	11,480 $594,000
Q1 2020 Apr 29, 2020	SELL	$33.22 - $89.84 $98,829 - $267,274	-2,975 Reduced 15.46%	16,266 $744,000
Q4 2019 Jan 17, 2020	BUY	$77.4 - $92.21 $55,573 - $66,206	718 Added 3.88%	19,241 $1.57 Million
Q3 2019 Oct 30, 2019	BUY	$81.74 - $92.46 $121,710 - $137,672	1,489 Added 8.74%	18,523 $1.68 Million
Q2 2019 Jul 25, 2019	BUY	$71.76 - $84.63 $5,669 - $6,685	79 Added 0.47%	17,034 $1.39 Million
Q1 2019 Apr 30, 2019	SELL	$67.29 - $78.72 $55,446 - $64,865	-824 Reduced 4.63%	16,955 $1.32 Million
Q4 2018 Jan 15, 2019	SELL	$61.6 - $74.72 $158,928 - $192,777	-2,580 Reduced 12.67%	17,779 $1.23 Million
Q3 2018 Oct 23, 2018	BUY	$61.7 - $67.46 $28,011 - $30,626	454 Added 2.28%	20,359 $1.31 Million
Q2 2018 Jul 20, 2018	BUY	$50.01 - $62.69 $320,013 - $401,153	6,399 Added 47.38%	19,905 $1.25 Million
Q1 2018 Apr 20, 2018	BUY	$52.03 - $64.14 $702,717 - $866,274	13,506 New	13,506 $735,000

Others Institutions Holding WELL

# of Institutions

1,359

Shares Held

583M

Call Options Held

1.71M

Put Options Held

1.25M

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About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $70.7B
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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Steward Partners Investment Advisory, LLC Welltower Inc. Transaction History