Stifel Financial Corp Welltower Inc. Transaction History

Stifel Financial Corp

$93.2 Billion
Q3 2024

A detailed history of Stifel Financial Corp transactions in Welltower Inc. stock. As of the latest transaction made, Stifel Financial Corp holds 192,874 shares of WELL stock, worth $24.9 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

192,874

Previous 169,289 13.93%

Holding current value

$24.9 Million

Previous $17.6 Million 39.89%

% of portfolio

0.03%

Previous 0.02%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$104.0 - $129.74 $2.45 Million - $3.06 Million	23,585 Added 13.93%	192,874 $24.7 Million
Q2 2024 Aug 13, 2024	BUY	$88.31 - $105.01 $2 Million - $2.38 Million	22,654 Added 15.45%	169,289 $17.6 Million
Q1 2024 May 13, 2024	BUY	$86.51 - $94.25 $801,169 - $872,849	9,261 Added 6.74%	146,635 $13.7 Million
Q4 2023 Feb 12, 2024	BUY	$79.31 - $91.87 $533,201 - $617,642	6,723 Added 5.15%	137,374 $12.4 Million
Q3 2023 Nov 13, 2023	SELL	$78.6 - $85.47 $97,228 - $105,726	-1,237 Reduced 0.94%	130,651 $10.7 Million
Q2 2023 Aug 14, 2023	BUY	$70.38 - $81.95 $517,011 - $602,004	7,346 Added 5.9%	131,888 $10.7 Million
Q1 2023 May 12, 2023	BUY	$65.76 - $78.05 $172,356 - $204,569	2,621 Added 2.15%	124,542 $8.93 Million
Q4 2022 Feb 13, 2023	SELL	$57.37 - $71.58 $176,584 - $220,323	-3,078 Reduced 2.46%	121,921 $7.99 Million
Q3 2022 Nov 14, 2022	SELL	$63.33 - $86.34 $1.96 Million - $2.67 Million	-30,886 Reduced 19.81%	124,999 $8.04 Million
Q2 2022 Aug 15, 2022	SELL	$77.45 - $97.82 $34,775 - $43,921	-449 Reduced 0.29%	155,885 $12.8 Million
Q1 2022 May 13, 2022	SELL	$79.67 - $98.31 $1.69 Million - $2.08 Million	-21,195 Reduced 11.94%	156,334 $15 Million
Q4 2021 Feb 14, 2022	BUY	$79.36 - $87.07 $311,646 - $341,923	3,927 Added 2.26%	177,529 $15.2 Million
Q3 2021 Nov 15, 2021	SELL	$82.4 - $89.68 $651,124 - $708,651	-7,902 Reduced 4.35%	173,602 $14.3 Million
Q2 2021 Aug 13, 2021	SELL	$71.04 - $84.02 $74,094 - $87,632	-1,043 Reduced 0.57%	181,504 $15.1 Million
Q1 2021 May 14, 2021	SELL	$59.79 - $74.55 $43,826 - $54,645	-733 Reduced 0.4%	182,547 $13.1 Million
Q4 2020 Feb 12, 2021	BUY	$52.26 - $67.84 $544,810 - $707,232	10,425 Added 6.03%	183,280 $11.8 Million
Q3 2020 Nov 16, 2020	SELL	$49.2 - $61.12 $958,563 - $1.19 Million	-19,483 Reduced 10.13%	172,855 $9.52 Million
Q2 2020 Aug 14, 2020	SELL	$37.26 - $61.65 $11.7 Million - $19.4 Million	-315,070 Reduced 62.09%	192,338 $9.95 Million
Q1 2020 May 14, 2020	BUY	$33.22 - $89.84 $1.19 Million - $3.22 Million	35,797 Added 7.59%	507,408 $23.3 Million
Q4 2019 Feb 13, 2020	BUY	$77.4 - $92.21 $2.05 Million - $2.44 Million	26,499 Added 5.95%	471,611 $38.6 Million
Q3 2019 Nov 19, 2019	SELL	$81.74 - $92.46 $3,269 - $3,698	-40 Reduced 0.01%	445,112 $40.4 Million
Q3 2019 Nov 13, 2019	SELL	$81.74 - $92.46 $247,590 - $280,061	-3,029 Reduced 0.68%	445,152 $40.4 Million
Q2 2019 Aug 14, 2019	BUY	$71.76 - $84.63 $1.48 Million - $1.75 Million	20,664 Added 4.83%	448,181 $36.6 Million
Q1 2019 May 14, 2019	BUY	$67.29 - $78.72 $354,214 - $414,382	5,264 Added 1.25%	427,517 $33.2 Million
Q4 2018 Feb 13, 2019	SELL	$61.6 - $74.72 $276,522 - $335,418	-4,489 Reduced 1.05%	422,253 $29.3 Million
Q3 2018 Nov 13, 2018	SELL	$61.7 - $67.46 $796,423 - $870,773	-12,908 Reduced 2.94%	426,742 $27.4 Million
Q2 2018 Aug 14, 2018	BUY	$50.01 - $62.69 $2.72 Million - $3.41 Million	54,410 Added 14.12%	439,650 $27.6 Million
Q1 2018 May 11, 2018	BUY	$52.03 - $64.14 $2.13 Million - $2.63 Million	40,998 Added 11.91%	385,240 $21 Million
Q4 2017 Feb 14, 2018	BUY	$63.27 - $69.55 $1.39 Million - $1.53 Million	22,041 Added 6.84%	344,242 $22 Million
Q3 2017 Nov 13, 2017	BUY	$69.91 - $75.36 $22.5 Million - $24.3 Million	322,201	322,201 $0

Others Institutions Holding WELL

# of Institutions

1,154

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 $59.9B
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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Stifel Financial Corp Welltower Inc. Transaction History