W.G. Shaheen & Associates Dba Whitney & CO Welltower Inc. Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$856 Million
Q2 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 07, 2019	SELL	$61.6 - $74.72 $24,085 - $29,215	-391 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$61.7 - $67.46 $3,763 - $4,115	61 Added 18.48%	391 $27,000
Q2 2018 Aug 14, 2018	SELL	$50.01 - $62.69 $642,628 - $805,566	-12,850 Reduced 97.5%	330 $21,000
Q1 2018 May 11, 2018	SELL	$52.03 - $64.14 $163,894 - $202,041	-3,150 Reduced 19.29%	13,180 $717,000
Q4 2017 Feb 12, 2018	SELL	$63.27 - $69.55 $47,452 - $52,162	-750 Reduced 4.39%	16,330 $1.04 Million
Q2 2017 Aug 11, 2017	BUY	N/A	17,080	17,080 $1.28 Million

Others Institutions Holding WELL

# of Institutions

1,077

Shares Held

570M

Call Options Held

951K

Put Options Held

1.54M

Vanguard Group Inc Valley Forge, PA

94.4M
Shares

$12 Billion
0.19% of portfolio
Black Rock Inc. New York, NY

59M
Shares

$7.49 Billion
0.14% of portfolio
Cohen & Steers, Inc. New York, NY

38.9M
Shares

$4.94 Billion
8.5% of portfolio
Capital International Investors Los Angeles, CA

35.9M
Shares

$4.57 Billion
0.79% of portfolio
State Street Corp Boston, MA

35.6M
Shares

$4.52 Billion
0.16% of portfolio

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $58.9B
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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