Sustainable Insight Capital Management, LLC Welltower Inc. Transaction History

Sustainable Insight Capital Management, LLC

$132 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 08, 2022	BUY	$77.45 - $97.82 $333,035 - $420,625	4,300 New	4,300 $360,000
Q4 2021 Feb 02, 2022	SELL	$79.36 - $87.07 $864,944 - $948,975	-10,899 Closed	0 $0
Q3 2021 Oct 26, 2021	BUY	$82.4 - $89.68 $898,077 - $977,422	10,899 New	10,899 $898,000

Others Institutions Holding WELL

# of Institutions

1,025

Shares Held

517M

Call Options Held

1.3M

Put Options Held

717K

Vanguard Group Inc Valley Forge, PA

89.2M
Shares

$9.5 Billion
0.17% of portfolio
Black Rock Inc. New York, NY

59.1M
Shares

$6.3 Billion
0.13% of portfolio
Cohen & Steers, Inc. New York, NY

39.5M
Shares

$4.21 Billion
7.73% of portfolio
State Street Corp Boston, MA

33.5M
Shares

$3.57 Billion
0.14% of portfolio
Capital International Investors Los Angeles, CA

29.2M
Shares

$3.11 Billion
0.57% 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 $49.3B
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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