Strategic Wealth Advisors Group, LLC Welltower Inc. Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 25,099 shares of WELL stock, worth $3.18 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

25,099

Previous 24,553 2.22%

Holding current value

$3.18 Million

Previous $2.01 Million 19.58%

% of portfolio

0.07%

Previous 0.08%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$63.33 - $86.34 $34,578 - $47,141	546 Added 2.22%	25,099 $1.61 Million
Q2 2022 Aug 12, 2022	BUY	$77.45 - $97.82 $36,943 - $46,660	477 Added 1.98%	24,553 $2.01 Million
Q1 2022 May 10, 2022	BUY	$79.67 - $98.31 $773,197 - $954,098	9,705 Added 67.53%	24,076 $2.34 Million
Q4 2021 Feb 16, 2022	SELL	$79.36 - $87.07 $806,376 - $884,718	-10,161 Reduced 41.42%	14,371 $1.23 Million
Q3 2021 Nov 17, 2021	BUY	$82.4 - $89.68 $47,627 - $51,835	578 Added 2.41%	24,532 $2.02 Million
Q2 2021 Aug 10, 2021	BUY	$71.04 - $84.02 $86,526 - $102,336	1,218 Added 5.36%	23,954 $1.99 Million
Q1 2021 May 07, 2021	SELL	$59.79 - $74.55 $8,789 - $10,958	-147 Reduced 0.64%	22,736 $1.63 Million
Q4 2020 Feb 12, 2021	BUY	$52.26 - $67.84 $63,025 - $81,815	1,206 Added 5.56%	22,883 $1.48 Million
Q3 2020 Nov 30, 2020	BUY	$49.2 - $61.12 $28,486 - $35,388	579 Added 2.74%	21,677 $1.19 Million
Q2 2020 Aug 03, 2020	SELL	$37.26 - $61.65 $849,006 - $1.4 Million	-22,786 Reduced 51.92%	21,098 $1.14 Million
Q1 2020 May 05, 2020	SELL	$33.22 - $89.84 $40,362 - $109,155	-1,215 Reduced 2.69%	43,884 $1.78 Million
Q4 2019 Feb 10, 2020	SELL	$77.4 - $92.21 $32,817 - $39,097	-424 Reduced 0.93%	45,099 $3.69 Million
Q3 2019 Nov 04, 2019	SELL	$81.74 - $92.46 $65,637 - $74,245	-803 Reduced 1.73%	45,523 $4.07 Million
Q2 2019 Aug 13, 2019	BUY	$71.76 - $84.63 $60,924 - $71,850	849 Added 1.87%	46,326 $3.77 Million
Q1 2019 May 02, 2019	BUY	$67.29 - $78.72 $28,194 - $32,983	419 Added 0.93%	45,477 $0
Q4 2018 Feb 12, 2019	SELL	$61.6 - $74.72 $40,656 - $49,315	-660 Reduced 1.44%	45,058 $3.21 Million
Q3 2018 Nov 07, 2018	BUY	$61.7 - $67.46 $2.82 Million - $3.08 Million	45,718 New	45,718 $2.94 Million
Q2 2018 Sep 17, 2018	SELL	$50.01 - $62.69 $842,918 - $1.06 Million	-16,855 Closed	0 $0
Q1 2018 May 08, 2018	BUY	$52.03 - $64.14 $2,653 - $3,271	51 Added 0.3%	16,855 $917,000
Q4 2017 Mar 08, 2018	BUY	$63.27 - $69.55 $1.06 Million - $1.17 Million	16,804	16,804 $1.02 Million

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 $58.7B
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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Strategic Wealth Advisors Group, LLC Welltower Inc. Transaction History