A detailed history of Values First Advisors, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Values First Advisors, Inc. holds 6,020 shares of WELL stock, worth $770,560. This represents 0.38% of its overall portfolio holdings.

Number of Shares
6,020
Previous 6,010 0.17%
Holding current value
$770,560
Previous $561,000 11.76%
% of portfolio
0.38%
Previous 0.33%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$88.31 - $105.01 $883 - $1,050
10 Added 0.17%
6,020 $627,000
Q1 2024

Apr 23, 2024

BUY
$86.51 - $94.25 $21,887 - $23,845
253 Added 4.39%
6,010 $561,000
Q4 2023

Jan 18, 2024

SELL
$79.31 - $91.87 $223,654 - $259,073
-2,820 Reduced 32.88%
5,757 $519,000
Q3 2023

Nov 08, 2023

SELL
$78.6 - $85.47 $235 - $256
-3 Reduced 0.03%
8,577 $702,000
Q2 2023

Aug 02, 2023

BUY
$70.38 - $81.95 $34,204 - $39,827
486 Added 6.0%
8,580 $694,000
Q1 2023

May 15, 2023

BUY
$65.76 - $78.05 $23,344 - $27,707
355 Added 4.59%
8,094 $580,000
Q4 2022

Jan 20, 2023

BUY
$57.37 - $71.58 $95,463 - $119,109
1,664 Added 27.39%
7,739 $0
Q3 2022

Dec 02, 2022

BUY
$63.33 - $86.34 $16,465 - $22,448
260 Added 4.47%
6,075 $391,000
Q2 2022

Jul 20, 2022

SELL
$77.45 - $97.82 $18,355 - $23,183
-237 Reduced 3.92%
5,815 $479,000
Q1 2022

May 03, 2022

BUY
$79.67 - $98.31 $19,200 - $23,692
241 Added 4.15%
6,052 $582,000
Q4 2021

Mar 10, 2022

BUY
$79.36 - $87.07 $461,160 - $505,963
5,811 New
5,811 $498,000
Q3 2021

Nov 15, 2022

BUY
$82.4 - $89.68 $51,335 - $55,870
623 Added 10.71%
6,438 $530,000
Q2 2021

Nov 15, 2022

SELL
$71.04 - $84.02 $7,175 - $8,486
-101 Reduced 1.61%
6,176 $513,000
Q1 2021

Nov 15, 2022

BUY
$59.79 - $74.55 $27,622 - $34,442
462 Added 7.94%
6,277 $450,000
Q4 2020

Nov 15, 2022

SELL
$52.26 - $67.84 $6,218 - $8,072
-119 Reduced 1.89%
6,171 $399,000
Q3 2020

Nov 15, 2022

BUY
$49.2 - $61.12 $56,432 - $70,104
1,147 Added 22.3%
6,290 $346,000
Q2 2020

Nov 15, 2022

SELL
$37.26 - $61.65 $21,387 - $35,387
-574 Reduced 10.04%
5,143 $266,000
Q1 2020

Jan 09, 2023

SELL
$33.22 - $89.84 $41,857 - $113,198
-1,260 Reduced 20.74%
4,815 $220 Million
Q4 2019

Nov 15, 2022

SELL
$77.4 - $92.21 $7,585 - $9,036
-98 Reduced 1.69%
5,717 $468,000

Others Institutions Holding WELL

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...
More about WELL
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