Visionary Wealth Advisors Welltower Inc. Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Welltower Inc. stock. As of the latest transaction made, Visionary Wealth Advisors holds 2,860 shares of WELL stock, worth $378,206. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,860

Previous 2,945 2.89%

Holding current value

$378,206

Previous $307,000 19.22%

% of portfolio

0.02%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$104.0 - $129.74 $8,840 - $11,027	-85 Reduced 2.89%	2,860 $366,000
Q2 2024 Aug 13, 2024	SELL	$88.31 - $105.01 $34,882 - $41,478	-395 Reduced 11.83%	2,945 $307,000
Q1 2024 May 15, 2024	BUY	$86.51 - $94.25 $35,036 - $38,171	405 Added 13.8%	3,340 $312,000
Q4 2023 Feb 14, 2024	SELL	$79.31 - $91.87 $40,765 - $47,221	-514 Reduced 14.9%	2,935 $264,000
Q3 2023 Nov 13, 2023	SELL	$78.6 - $85.47 $31,439 - $34,188	-400 Reduced 10.39%	3,449 $282,000
Q2 2023 Aug 11, 2023	SELL	$70.38 - $81.95 $15,483 - $18,029	-220 Reduced 5.41%	3,849 $311,000
Q1 2023 May 15, 2023	SELL	$65.76 - $78.05 $11,508 - $13,658	-175 Reduced 4.12%	4,069 $291,000
Q4 2022 Feb 13, 2023	SELL	$57.37 - $71.58 $3,442 - $4,294	-60 Reduced 1.39%	4,244 $278,000
Q3 2022 Nov 14, 2022	SELL	$63.33 - $86.34 $4,433 - $6,043	-70 Reduced 1.6%	4,304 $277,000
Q2 2022 Aug 12, 2022	SELL	$77.45 - $97.82 $21,918 - $27,683	-283 Reduced 6.08%	4,374 $360,000
Q1 2022 May 12, 2022	SELL	$79.67 - $98.31 $23,741 - $29,296	-298 Reduced 6.01%	4,657 $448,000
Q4 2021 Feb 14, 2022	SELL	$79.36 - $87.07 $22,220 - $24,379	-280 Reduced 5.35%	4,955 $425,000
Q3 2021 Nov 12, 2021	SELL	$82.4 - $89.68 $79,516 - $86,541	-965 Reduced 15.56%	5,235 $431,000
Q2 2021 Aug 13, 2021	SELL	$71.04 - $84.02 $35,875 - $42,430	-505 Reduced 7.53%	6,200 $515,000
Q1 2021 May 18, 2021	SELL	$59.79 - $74.55 $46,038 - $57,403	-770 Reduced 10.3%	6,705 $480,000
Q4 2020 Feb 16, 2021	BUY	$52.26 - $67.84 $12,176 - $15,806	233 Added 3.22%	7,475 $483,000
Q3 2020 Nov 16, 2020	BUY	$49.2 - $61.12 $48,117 - $59,775	978 Added 15.61%	7,242 $399,000
Q2 2020 Aug 14, 2020	BUY	$37.26 - $61.65 $3,576 - $5,918	96 Added 1.56%	6,264 $325,000
Q1 2020 May 15, 2020	BUY	$33.22 - $89.84 $12,191 - $32,971	367 Added 6.33%	6,168 $282,000
Q4 2019 Feb 14, 2020	BUY	$77.4 - $92.21 $448,997 - $534,910	5,801 New	5,801 $474,000

Others Institutions Holding WELL

# of Institutions

1,153

Shares Held

537M

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 $61.3B
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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Visionary Wealth Advisors Welltower Inc. Transaction History