Vanguard Personalized Indexing Management, LLC Welltower Inc. Transaction History

Vanguard Personalized Indexing Management, LLC

$6.61 Billion
Q1 2025

A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 65,619 shares of WELL stock, worth $10 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

65,619

Previous 58,983 11.25%

Holding current value

$10 Million

Previous $7.43 Million 35.25%

% of portfolio

0.15%

Previous 0.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$124.05 - $156.86 $823,195 - $1.04 Million	6,636 Added 11.25%	65,619 $10.1 Million
Q4 2024 Feb 10, 2025	BUY	$123.11 - $139.3 $290,047 - $328,190	2,356 Added 4.16%	58,983 $7.43 Million
Q3 2024 Nov 12, 2024	BUY	$104.0 - $129.74 $585,728 - $730,695	5,632 Added 11.04%	56,627 $7.25 Million
Q2 2024 Aug 12, 2024	BUY	$88.31 - $105.01 $451,970 - $537,441	5,118 Added 11.16%	50,995 $5.32 Million
Q1 2024 May 09, 2024	BUY	$86.51 - $94.25 $446,737 - $486,707	5,164 Added 12.68%	45,877 $4.29 Million
Q4 2023 Feb 07, 2024	BUY	$79.31 - $91.87 $223,733 - $259,165	2,821 Added 7.44%	40,713 $3.67 Million
Q3 2023 Nov 08, 2023	BUY	$78.6 - $85.47 $231,162 - $251,367	2,941 Added 8.41%	37,892 $3.1 Million
Q2 2023 Jul 28, 2023	BUY	$70.38 - $81.95 $235,913 - $274,696	3,352 Added 10.61%	34,951 $2.83 Million
Q1 2023 May 10, 2023	BUY	$65.76 - $78.05 $197,345 - $234,228	3,001 Added 10.49%	31,599 $2.27 Million
Q4 2022 Feb 10, 2023	BUY	$57.37 - $71.58 $194,828 - $243,085	3,396 Added 13.48%	28,598 $1.87 Million
Q3 2022 Nov 14, 2022	SELL	$63.33 - $86.34 $26,218 - $35,744	-414 Reduced 1.62%	25,202 $1.62 Million
Q2 2022 Aug 09, 2022	BUY	$77.45 - $97.82 $326,529 - $412,409	4,216 Added 19.7%	25,616 $2.11 Million
Q1 2022 May 16, 2022	BUY	$79.67 - $98.31 $475,629 - $586,910	5,970 Added 38.69%	21,400 $2.06 Million
Q4 2021 Feb 23, 2022	BUY	$79.36 - $87.07 $200,860 - $220,374	2,531 Added 19.62%	15,430 $1.32 Million
Q3 2021 Nov 09, 2021	BUY	$82.4 - $89.68 $130,439 - $141,963	1,583 Added 13.99%	12,899 $1.06 Million
Q2 2021 Aug 11, 2021	BUY	$71.04 - $84.02 $260,574 - $308,185	3,668 Added 47.96%	11,316 $940,000
Q1 2021 Apr 28, 2021	BUY	$59.79 - $74.55 $199,698 - $248,997	3,340 Added 77.53%	7,648 $548,000
Q4 2020 Jan 20, 2021	BUY	$52.26 - $67.84 $225,136 - $292,254	4,308 New	4,308 $278,000
Q4 2020 Jan 19, 2021	SELL	$52.26 - $67.84 $207,733 - $269,664	-3,975 Closed	0 $0
Q3 2020 Oct 26, 2020	BUY	$49.2 - $61.12 $195,570 - $242,952	3,975 New	3,975 $219,000

Others Institutions Holding WELL

# of Institutions

1,361

Shares Held

583M

Call Options Held

1.71M

Put Options Held

1.25M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $70.9B
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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Vanguard Personalized Indexing Management, LLC Welltower Inc. Transaction History