United Capital Financial Advisers, LLC Welltower Inc. Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Welltower Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 20,404 shares of WELL stock, worth $2.54 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,404

Previous 20,278 0.62%

Holding current value

$2.54 Million

Previous $2.11 Million 23.57%

% of portfolio

0.01%

Previous 0.02%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$104.0 - $129.74 $13,104 - $16,347	126 Added 0.62%	20,404 $2.61 Million
Q2 2024 Aug 14, 2024	SELL	$88.31 - $105.01 $125,930 - $149,744	-1,426 Reduced 6.57%	20,278 $2.11 Million
Q1 2024 May 15, 2024	SELL	$86.51 - $94.25 $94,728 - $103,203	-1,095 Reduced 4.8%	21,704 $2.03 Million
Q4 2023 Feb 14, 2024	BUY	$79.31 - $91.87 $323,426 - $374,645	4,078 Added 21.78%	22,799 $2.06 Million
Q3 2023 Nov 14, 2023	SELL	$78.6 - $85.47 $273,213 - $297,093	-3,476 Reduced 15.66%	18,721 $1.53 Million
Q2 2023 Aug 14, 2023	SELL	$70.38 - $81.95 $180,595 - $210,283	-2,566 Reduced 10.36%	22,197 $1.8 Million
Q1 2023 Aug 14, 2023	BUY	$65.76 - $78.05 $168,740 - $200,276	2,566 Added 11.56%	24,763 $1.78 Million
Q1 2023 May 15, 2023	SELL	$65.76 - $78.05 $355,761 - $422,250	-5,410 Reduced 17.93%	24,763 $1.78 Million
Q4 2022 Feb 14, 2023	SELL	$57.37 - $71.58 $87,374 - $109,016	-1,523 Reduced 4.81%	30,173 $1.98 Million
Q3 2022 Nov 14, 2022	SELL	$63.33 - $86.34 $75,236 - $102,571	-1,188 Reduced 3.61%	31,696 $2.04 Million
Q2 2022 Aug 11, 2022	SELL	$77.45 - $97.82 $387 - $489	-5 Reduced 0.02%	32,884 $2.71 Million
Q1 2022 May 16, 2022	SELL	$79.67 - $98.31 $254,067 - $313,510	-3,189 Reduced 8.84%	32,889 $3.16 Million
Q4 2021 Feb 14, 2022	BUY	$79.36 - $87.07 $128,642 - $141,140	1,621 Added 4.7%	36,078 $3.09 Million
Q3 2021 Nov 15, 2021	BUY	$82.4 - $89.68 $83,965 - $91,383	1,019 Added 3.05%	34,457 $2.84 Million
Q2 2021 Aug 13, 2021	BUY	$71.04 - $84.02 $139,948 - $165,519	1,970 Added 6.26%	33,438 $2.78 Million
Q1 2021 May 14, 2021	BUY	$59.79 - $74.55 $355,272 - $442,976	5,942 Added 23.28%	31,468 $2.25 Million
Q4 2020 Feb 17, 2021	SELL	$52.26 - $67.84 $182,073 - $236,354	-3,484 Reduced 12.01%	25,526 $1.65 Million
Q3 2020 Nov 13, 2020	BUY	$49.2 - $61.12 $539,330 - $669,997	10,962 Added 60.74%	29,010 $1.6 Million
Q2 2020 Aug 13, 2020	SELL	$37.26 - $61.65 $63,975 - $105,853	-1,717 Reduced 8.69%	18,048 $934,000
Q1 2020 May 15, 2020	SELL	$33.22 - $89.84 $110,522 - $298,897	-3,327 Reduced 14.41%	19,765 $905,000
Q4 2019 Feb 14, 2020	BUY	$77.4 - $92.21 $362,851 - $432,280	4,688 Added 25.47%	23,092 $1.89 Million
Q3 2019 Nov 14, 2019	SELL	$81.74 - $92.46 $1.52 Million - $1.72 Million	-18,630 Reduced 50.31%	18,404 $1.67 Million
Q2 2019 Aug 13, 2019	BUY	$71.76 - $84.63 $841,960 - $992,963	11,733 Added 46.37%	37,034 $3.02 Million
Q1 2019 May 14, 2019	SELL	$67.29 - $78.72 $632,795 - $740,282	-9,404 Reduced 27.1%	25,301 $1.96 Million
Q4 2018 Feb 14, 2019	SELL	$61.6 - $74.72 $15,215 - $18,455	-247 Reduced 0.71%	34,705 $2.41 Million
Q3 2018 Nov 14, 2018	SELL	$61.7 - $67.46 $107,851 - $117,920	-1,748 Reduced 4.76%	34,952 $2.25 Million
Q2 2018 Aug 14, 2018	SELL	$50.01 - $62.69 $867,723 - $1.09 Million	-17,351 Reduced 32.1%	36,700 $2.3 Million
Q1 2018 May 15, 2018	BUY	$52.03 - $64.14 $373,523 - $460,461	7,179 Added 15.32%	54,051 $2.94 Million
Q4 2017 Feb 13, 2018	BUY	$63.27 - $69.55 $329,763 - $362,494	5,212 Added 12.51%	46,872 $2.99 Million
Q3 2017 Nov 14, 2017	SELL	$69.91 - $75.36 $466,439 - $502,801	-6,672 Reduced 13.8%	41,660 $2.93 Million
Q2 2017 Aug 14, 2017	BUY	N/A	48,332	48,332 $3.62 Million

Others Institutions Holding WELL

# of Institutions

1,153

Shares Held

536M

Call Options Held

1.11M

Put Options Held

2.1M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $57.8B
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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United Capital Financial Advisers, LLC Welltower Inc. Transaction History