Umb Bank, N.A. Welltower Inc. Transaction History

Umb Bank, N.A.

$5.99 Billion
Q2 2024

A detailed history of Umb Bank, N.A. transactions in Welltower Inc. stock. As of the latest transaction made, Umb Bank, N.A. holds 178,311 shares of WELL stock, worth $22.8 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

178,311

Previous 178,681 0.21%

Holding current value

$22.8 Million

Previous $16.7 Million 11.34%

% of portfolio

0.31%

Previous 0.27%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	SELL	$88.31 - $105.01 $32,674 - $38,853	-370 Reduced 0.21%	178,311 $18.6 Million
Q1 2024 Apr 26, 2024	BUY	$86.51 - $94.25 $4.45 Million - $4.85 Million	51,439 Added 40.43%	178,681 $16.7 Million
Q4 2023 Jan 23, 2024	BUY	$79.31 - $91.87 $9.76 Million - $11.3 Million	123,116 Added 2983.91%	127,242 $11.5 Million
Q3 2023 Oct 18, 2023	SELL	$78.6 - $85.47 $66,652 - $72,478	-848 Reduced 17.05%	4,126 $338,000
Q2 2023 Jul 25, 2023	SELL	$70.38 - $81.95 $67,001 - $78,016	-952 Reduced 16.06%	4,974 $402,000
Q1 2023 Apr 11, 2023	SELL	$65.76 - $78.05 $30,841 - $36,605	-469 Reduced 7.33%	5,926 $424,000
Q4 2022 Jan 10, 2023	SELL	$57.37 - $71.58 $154,440 - $192,693	-2,692 Reduced 29.62%	6,395 $419,000
Q3 2022 Oct 13, 2022	BUY	$63.33 - $86.34 $58,706 - $80,037	927 Added 11.36%	9,087 $584,000
Q2 2022 Jul 20, 2022	SELL	$77.45 - $97.82 $77,372 - $97,722	-999 Reduced 10.91%	8,160 $672,000
Q1 2022 Apr 22, 2022	SELL	$79.67 - $98.31 $84,211 - $103,913	-1,057 Reduced 10.35%	9,159 $881,000
Q4 2021 Feb 09, 2022	BUY	$79.36 - $87.07 $19,919 - $21,854	251 Added 2.52%	10,216 $876,000
Q3 2021 Oct 18, 2021	BUY	$82.4 - $89.68 $9,558 - $10,402	116 Added 1.18%	9,965 $821,000
Q2 2021 Jul 26, 2021	SELL	$71.04 - $84.02 $39,498 - $46,715	-556 Reduced 5.34%	9,849 $819,000
Q1 2021 Apr 15, 2021	SELL	$59.79 - $74.55 $165,917 - $206,876	-2,775 Reduced 21.05%	10,405 $746,000
Q4 2020 Feb 04, 2021	SELL	$52.26 - $67.84 $1.59 Million - $2.07 Million	-30,463 Reduced 69.8%	13,180 $852,000
Q2 2020 Jul 16, 2020	BUY	$37.26 - $61.65 $63,900 - $105,729	1,715 Added 4.09%	43,643 $2.26 Million
Q1 2020 May 26, 2020	SELL	$33.22 - $89.84 $1.78 Million - $4.81 Million	-53,570 Reduced 56.1%	41,928 $1.92 Million
Q4 2019 Jan 31, 2020	BUY	$77.4 - $92.21 $2.44 Million - $2.9 Million	31,489 Added 49.19%	95,498 $7.81 Million
Q3 2019 Oct 30, 2019	BUY	$81.74 - $92.46 $151,382 - $171,235	1,852 Added 2.98%	64,009 $5.8 Million
Q2 2019 Jul 30, 2019	SELL	$71.76 - $84.63 $16,504 - $19,464	-230 Reduced 0.37%	62,157 $5.07 Million
Q1 2019 Apr 30, 2019	BUY	$67.29 - $78.72 $936,945 - $1.1 Million	13,924 Added 28.73%	62,387 $4.84 Million
Q4 2018 Jan 24, 2019	BUY	$61.6 - $74.72 $1.35 Million - $1.63 Million	21,859 Added 82.16%	48,463 $3.36 Million
Q3 2018 Oct 22, 2018	BUY	$61.7 - $67.46 $246,861 - $269,907	4,001 Added 17.7%	26,604 $1.71 Million
Q2 2018 Jul 31, 2018	BUY	$50.01 - $62.69 $66,463 - $83,315	1,329 Added 6.25%	22,603 $1.42 Million
Q1 2018 Apr 25, 2018	BUY	$52.03 - $64.14 $42,612 - $52,530	819 Added 4.0%	21,274 $1.16 Million
Q4 2017 Jan 22, 2018	SELL	$63.27 - $69.55 $21,954 - $24,133	-347 Reduced 1.67%	20,455 $1.3 Million
Q3 2017 Oct 11, 2017	BUY	$69.91 - $75.36 $1.45 Million - $1.57 Million	20,802	20,802 $1.46 Million

Others Institutions Holding WELL

# of Institutions

1,077

Shares Held

570M

Call Options Held

951K

Put Options Held

1.54M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $59.3B
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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