Transamerica Financial Advisors, Inc. Welltower Inc. Transaction History

Transamerica Financial Advisors, Inc.

$937 Million
Q2 2024

A detailed history of Transamerica Financial Advisors, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 1 shares of WELL stock, worth $135. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 1 -0.0%

Holding current value

$135

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$65.76 - $78.05 $1,183 - $1,404	-18 Reduced 94.74%	1 $1,000
Q4 2022 Feb 14, 2023	BUY	$57.37 - $71.58 $1,032 - $1,288	18 Added 1800.0%	19 $2,000
Q2 2022 Aug 15, 2022	BUY	$77.45 - $97.82 $77 - $97	1 New	1 $0
Q2 2021 Aug 10, 2021	SELL	$71.04 - $84.02 $1,491 - $1,764	-21 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$59.79 - $74.55 $59 - $74	1 Added 5.0%	21 $2,000
Q4 2020 Feb 16, 2021	SELL	$52.26 - $67.84 $52 - $67	-1 Reduced 4.76%	20 $2,000
Q3 2020 Nov 12, 2020	BUY	$49.2 - $61.12 $984 - $1,222	20 Added 2000.0%	21 $2,000
Q2 2020 Aug 13, 2020	SELL	$37.26 - $61.65 $521 - $863	-14 Reduced 93.33%	1 $1,000
Q1 2020 May 15, 2020	BUY	$33.22 - $89.84 $99 - $269	3 Added 25.0%	15 $1,000
Q4 2019 Feb 05, 2020	SELL	$77.4 - $92.21 $77 - $92	-1 Reduced 7.69%	12 $1,000
Q3 2019 Nov 12, 2019	BUY	$81.74 - $92.46 $817 - $924	10 Added 333.33%	13 $2,000
Q2 2019 Aug 21, 2019	SELL	$71.76 - $84.63 $717 - $846	-10 Reduced 76.92%	3 $1,000
Q1 2019 May 14, 2019	SELL	$67.29 - $78.72 $336 - $393	-5 Reduced 27.78%	13 $2,000
Q4 2018 Feb 04, 2019	BUY	$61.6 - $74.72 $61 - $74	1 Added 5.88%	18 $2,000
Q3 2018 Nov 13, 2018	SELL	$61.7 - $67.46 $123 - $134	-2 Reduced 10.53%	17 $2,000
Q2 2018 Jul 25, 2018	SELL	$50.01 - $62.69 $250 - $313	-5 Reduced 20.83%	19 $2,000
Q1 2018 May 09, 2018	BUY	$52.03 - $64.14 $104 - $128	2 Added 9.09%	24 $2,000
Q4 2017 Feb 09, 2018	SELL	$63.27 - $69.55 $1,075 - $1,182	-17 Reduced 43.59%	22 $2,000
Q3 2017 Nov 13, 2017	BUY	$69.91 - $75.36 $2,726 - $2,939	39	39 $3,000

Others Institutions Holding WELL

# of Institutions

1,135

Shares Held

570M

Call Options Held

1.03M

Put Options Held

1.55M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $63B
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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Transamerica Financial Advisors, Inc. Welltower Inc. Transaction History