Sun Life Financial Inc Welltower Inc. Transaction History

Sun Life Financial Inc

$1.67 Billion
Q2 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 10, 2021	SELL	$71.04 - $84.02 $17,688 - $20,920	-249 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$59.79 - $74.55 $119 - $149	2 Added 0.81%	249 $18,000
Q4 2020 Feb 11, 2021	SELL	$52.26 - $67.84 $313 - $407	-6 Reduced 2.37%	247 $16,000
Q3 2020 Nov 09, 2020	SELL	$49.2 - $61.12 $413,968 - $514,263	-8,414 Reduced 97.08%	253 $14,000
Q2 2020 Aug 12, 2020	SELL	$37.26 - $61.65 $8,793 - $14,549	-236 Reduced 2.65%	8,667 $449,000
Q1 2020 May 12, 2020	BUY	$33.22 - $89.84 $22,523 - $60,911	678 Added 8.24%	8,903 $408,000
Q4 2019 Feb 10, 2020	SELL	$77.4 - $92.21 $352,557 - $420,016	-4,555 Reduced 35.64%	8,225 $673,000
Q3 2019 Nov 13, 2019	BUY	$81.74 - $92.46 $346,087 - $391,475	4,234 Added 49.54%	12,780 $1.16 Million
Q2 2019 Aug 08, 2019	SELL	$71.76 - $84.63 $681,863 - $804,154	-9,502 Reduced 52.65%	8,546 $697,000
Q1 2019 May 14, 2019	SELL	$67.29 - $78.72 $694,432 - $812,390	-10,320 Reduced 36.38%	18,048 $1.4 Million
Q4 2018 Feb 06, 2019	SELL	$61.6 - $74.72 $177,161 - $214,894	-2,876 Reduced 9.2%	28,368 $1.97 Million
Q3 2018 Nov 13, 2018	SELL	$61.7 - $67.46 $242,357 - $264,982	-3,928 Reduced 11.17%	31,244 $2.01 Million
Q2 2018 Aug 09, 2018	BUY	$50.01 - $62.69 $1.66 Million - $2.08 Million	33,248 Added 1728.07%	35,172 $2.21 Million
Q1 2018 May 14, 2018	SELL	$52.03 - $64.14 $1.12 Million - $1.38 Million	-21,442 Reduced 91.77%	1,924 $0
Q4 2017 Feb 13, 2018	BUY	$63.27 - $69.55 $892,802 - $981,420	14,111 Added 152.47%	23,366 $1.49 Million
Q3 2017 Nov 13, 2017	BUY	$69.91 - $75.36 $647,017 - $697,456	9,255	9,255 $650,000

Others Institutions Holding WELL

# of Institutions

1,077

Shares Held

570M

Call Options Held

951K

Put Options Held

1.54M

Vanguard Group Inc Valley Forge, PA

94.4M
Shares

$12 Billion
0.19% of portfolio
Black Rock Inc. New York, NY

59M
Shares

$7.52 Billion
0.14% of portfolio
Cohen & Steers, Inc. New York, NY

38.9M
Shares

$4.96 Billion
8.5% of portfolio
Capital International Investors Los Angeles, CA

35.9M
Shares

$4.59 Billion
0.79% of portfolio
State Street Corp Boston, MA

35.6M
Shares

$4.54 Billion
0.16% of portfolio

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $59.1B
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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