Svb Wealth LLC Welltower Inc. Transaction History

Svb Wealth LLC

$2.41 Billion
Q1 2025

A detailed history of Svb Wealth LLC transactions in Welltower Inc. stock. As of the latest transaction made, Svb Wealth LLC holds 3,498 shares of WELL stock, worth $593,540. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,498

Previous 3,229 8.33%

Holding current value

$593,540

Previous $406,000 31.77%

% of portfolio

0.02%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$124.05 - $156.86 $33,369 - $42,195	269 Added 8.33%	3,498 $535,000
Q4 2024 Feb 05, 2025	BUY	$123.11 - $139.3 $397,522 - $449,799	3,229 New	3,229 $406,000
Q2 2024 Aug 06, 2024	SELL	$88.31 - $105.01 $128,137 - $152,369	-1,451 Reduced 30.68%	3,279 $341,000
Q1 2024 May 15, 2024	SELL	$86.51 - $94.25 $37,458 - $40,810	-433 Reduced 8.39%	4,730 $441,000
Q4 2023 Jan 30, 2024	BUY	$79.31 - $91.87 $113,492 - $131,465	1,431 Added 38.34%	5,163 $465,000
Q3 2023 Oct 23, 2023	BUY	$78.6 - $85.47 $3,851 - $4,188	49 Added 1.33%	3,732 $305,000
Q2 2023 Jul 24, 2023	SELL	$70.38 - $81.95 $6,756 - $7,867	-96 Reduced 2.54%	3,683 $297,000
Q1 2023 May 12, 2023	SELL	$65.76 - $78.05 $143,356 - $170,149	-2,180 Reduced 36.58%	3,779 $270,000
Q4 2022 Feb 10, 2023	BUY	$57.37 - $71.58 $64,024 - $79,883	1,116 Added 23.04%	5,959 $390,000
Q3 2022 Nov 09, 2022	BUY	$63.33 - $86.34 $79,859 - $108,874	1,261 Added 35.2%	4,843 $311,000
Q2 2022 Aug 16, 2022	BUY	$77.45 - $97.82 $15,257 - $19,270	197 Added 5.82%	3,582 $295,000
Q1 2022 May 13, 2022	BUY	$79.67 - $98.31 $3,186 - $3,932	40 Added 1.2%	3,385 $326,000
Q4 2021 Feb 15, 2022	SELL	$79.36 - $87.07 $340,136 - $373,182	-4,286 Reduced 56.17%	3,345 $287,000
Q3 2021 Nov 09, 2021	BUY	$82.4 - $89.68 $168,590 - $183,485	2,046 Added 36.63%	7,631 $629,000
Q2 2021 Aug 13, 2021	BUY	$71.04 - $84.02 $179,518 - $212,318	2,527 Added 82.64%	5,585 $464,000
Q1 2021 May 11, 2021	BUY	$59.79 - $74.55 $182,837 - $227,973	3,058 New	3,058 $219,000

Others Institutions Holding WELL

# of Institutions

1,386

Shares Held

584M

Call Options Held

1.67M

Put Options Held

1.24M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $78.6B
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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