Stratos Wealth Partners, Ltd. Welltower Inc. Transaction History

Stratos Wealth Partners, Ltd.

$6.9 Billion
Q4 2024

A detailed history of Stratos Wealth Partners, Ltd. transactions in Welltower Inc. stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 13,824 shares of WELL stock, worth $2.14 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,824

Previous 5,778 139.25%

Holding current value

$2.14 Million

Previous $739,000 135.72%

% of portfolio

0.03%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$123.11 - $139.3 $990,543 - $1.12 Million	8,046 Added 139.25%	13,824 $1.74 Million
Q3 2024 Oct 17, 2024	SELL	$104.0 - $129.74 $1.6 Million - $2 Million	-15,425 Reduced 72.75%	5,778 $739,000
Q2 2024 Jul 24, 2024	BUY	$88.31 - $105.01 $1.43 Million - $1.7 Million	16,156 Added 320.11%	21,203 $2.21 Million
Q1 2024 Apr 16, 2024	BUY	$86.51 - $94.25 $1,643 - $1,790	19 Added 0.38%	5,047 $471,000
Q4 2023 Jan 24, 2024	SELL	$79.31 - $91.87 $57,737 - $66,881	-728 Reduced 12.65%	5,028 $453,000
Q3 2023 Oct 24, 2023	BUY	$78.6 - $85.47 $163,802 - $178,119	2,084 Added 56.75%	5,756 $471,000
Q2 2023 Jul 18, 2023	SELL	$70.38 - $81.95 $10,697 - $12,456	-152 Reduced 3.97%	3,672 $297,000
Q1 2023 Apr 27, 2023	SELL	$65.76 - $78.05 $22,424 - $26,615	-341 Reduced 8.19%	3,824 $274,000
Q4 2022 Jan 19, 2023	SELL	$57.37 - $71.58 $3,556 - $4,437	-62 Reduced 1.47%	4,165 $0
Q3 2022 Oct 24, 2022	SELL	$63.33 - $86.34 $21,152 - $28,837	-334 Reduced 7.32%	4,227 $272,000
Q2 2022 Jul 22, 2022	SELL	$77.45 - $97.82 $4,182 - $5,282	-54 Reduced 1.17%	4,561 $376,000
Q1 2022 Apr 26, 2022	SELL	$79.67 - $98.31 $15,535 - $19,170	-195 Reduced 4.05%	4,615 $444,000
Q4 2021 Jan 14, 2022	BUY	$79.36 - $87.07 $25,553 - $28,036	322 Added 7.17%	4,810 $413,000
Q3 2021 Oct 19, 2021	BUY	$82.4 - $89.68 $70,946 - $77,214	861 Added 23.74%	4,488 $370,000
Q2 2021 Jul 19, 2021	SELL	$71.04 - $84.02 $25,716 - $30,415	-362 Reduced 9.07%	3,627 $301,000
Q1 2021 Apr 27, 2021	SELL	$59.79 - $74.55 $418 - $521	-7 Reduced 0.18%	3,989 $286,000
Q4 2020 Jan 29, 2021	SELL	$52.26 - $67.84 $42,487 - $55,153	-813 Reduced 16.91%	3,996 $258,000
Q3 2020 Oct 29, 2020	SELL	$49.2 - $61.12 $136,431 - $169,485	-2,773 Reduced 36.57%	4,809 $265,000
Q2 2020 Jul 28, 2020	SELL	$37.26 - $61.65 $75,153 - $124,348	-2,017 Reduced 21.01%	7,582 $392,000
Q1 2020 May 04, 2020	SELL	$33.22 - $89.84 $6,942 - $18,776	-209 Reduced 2.13%	9,599 $439,000
Q4 2019 Jan 29, 2020	SELL	$77.4 - $92.21 $51,780 - $61,688	-669 Reduced 6.39%	9,808 $802,000
Q3 2019 Nov 12, 2019	BUY	$81.74 - $92.46 $852,221 - $963,987	10,426 Added 20443.14%	10,477 $950,000
Q3 2019 Nov 12, 2019	SELL	$81.74 - $92.46 $973,932 - $1.1 Million	-11,915 Reduced 99.57%	51 $950,000
Q2 2019 Aug 06, 2019	SELL	$71.76 - $84.63 $200,066 - $235,948	-2,788 Reduced 18.9%	11,966 $976,000
Q1 2019 May 07, 2019	SELL	$67.29 - $78.72 $24,830 - $29,047	-369 Reduced 2.44%	14,754 $1.15 Million
Q4 2018 Feb 08, 2019	SELL	$61.6 - $74.72 $528,158 - $640,649	-8,574 Reduced 36.18%	15,123 $1.05 Million
Q3 2018 Nov 02, 2018	SELL	$61.7 - $67.46 $152,399 - $166,626	-2,470 Reduced 9.44%	23,697 $1.52 Million
Q2 2018 Aug 13, 2018	SELL	$50.01 - $62.69 $229,845 - $288,123	-4,596 Reduced 14.94%	26,167 $1.64 Million
Q1 2018 May 10, 2018	SELL	$52.03 - $64.14 $1.68 Million - $2.07 Million	-32,297 Reduced 51.22%	30,763 $1.67 Million
Q4 2017 Feb 09, 2018	SELL	$63.27 - $69.55 $49,413 - $54,318	-781 Reduced 1.22%	63,060 $4.02 Million
Q3 2017 Nov 07, 2017	BUY	$69.91 - $75.36 $4.46 Million - $4.81 Million	63,841	63,841 $4.49 Million

Others Institutions Holding WELL

# of Institutions

1,231

Shares Held

593M

Call Options Held

1.09M

Put Options Held

2.06M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $71.8B
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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Stratos Wealth Partners, Ltd. Welltower Inc. Transaction History