Vert Asset Management LLC Welltower Inc. Transaction History

Vert Asset Management LLC

$274 Million
Q2 2025

A detailed history of Vert Asset Management LLC transactions in Welltower Inc. stock. As of the latest transaction made, Vert Asset Management LLC holds 133,425 shares of WELL stock, worth $22.5 Million. This represents 7.48% of its overall portfolio holdings.

Number of Shares

133,425

Previous 139,486 4.35%

Holding current value

$22.5 Million

Previous $21.4 Million 4.02%

% of portfolio

7.48%

Previous 7.4%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$136.49 - $155.22 $827,265 - $940,788	-6,061 Reduced 4.35%	133,425 $20.5 Million
Q1 2025 Apr 14, 2025	SELL	$124.05 - $156.86 $5.12 Million - $6.47 Million	-41,264 Reduced 22.83%	139,486 $21.4 Million
Q4 2024 Jan 22, 2025	BUY	$123.11 - $139.3 $36,809 - $41,650	299 Added 0.17%	180,750 $22.8 Million
Q3 2024 Oct 17, 2024	BUY	$104.0 - $129.74 $85,072 - $106,127	818 Added 0.46%	180,451 $23.1 Million
Q2 2024 Jul 17, 2024	SELL	$88.31 - $105.01 $302,020 - $359,134	-3,420 Reduced 1.87%	179,633 $18.7 Million
Q1 2024 Apr 15, 2024	SELL	$86.51 - $94.25 $307,283 - $334,776	-3,552 Reduced 1.9%	183,053 $17.1 Million
Q4 2023 Jan 17, 2024	BUY	$79.31 - $91.87 $104,371 - $120,900	1,316 Added 0.71%	186,605 $16.8 Million
Q3 2023 Oct 24, 2023	BUY	$78.6 - $85.47 $709,286 - $771,281	9,024 Added 5.12%	185,289 $15.2 Million
Q2 2023 Jul 18, 2023	BUY	$70.38 - $81.95 $386,667 - $450,233	5,494 Added 3.22%	176,265 $14.3 Million
Q1 2023 May 12, 2023	BUY	$65.76 - $78.05 $4.3 Million - $5.1 Million	65,344 Added 61.98%	170,771 $12.2 Million
Q4 2022 Feb 13, 2023	BUY	$57.37 - $71.58 $273,368 - $341,078	4,765 Added 4.73%	105,427 $6.91 Million
Q3 2022 Nov 14, 2022	BUY	$63.33 - $86.34 $774,082 - $1.06 Million	12,223 Added 13.82%	100,662 $6.48 Million
Q2 2022 Aug 15, 2022	BUY	$77.45 - $97.82 $552,141 - $697,358	7,129 Added 8.77%	88,439 $7.28 Million
Q1 2022 May 16, 2022	BUY	$79.67 - $98.31 $741,648 - $915,167	9,309 Added 12.93%	81,310 $7.82 Million
Q4 2021 Feb 11, 2022	BUY	$79.36 - $87.07 $5.71 Million - $6.27 Million	72,001 New	72,001 $6.18 Million

Others Institutions Holding WELL

# of Institutions

1,389

Shares Held

584M

Call Options Held

1.67M

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 $78.3B
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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Vert Asset Management LLC Welltower Inc. Transaction History