Walter & Keenan Wealth Management LLC Welltower Inc. Transaction History

Walter & Keenan Wealth Management LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 28, 2023	BUY	$70.38 - $81.95 $177,357 - $206,514	2,520 New	2,520 $203,000
Q3 2021 Oct 18, 2021	BUY	$82.4 - $89.68 $204,681 - $222,765	2,484 New	2,484 $205,000
Q4 2020 Jan 28, 2021	SELL	$52.26 - $67.84 $329,238 - $427,392	-6,300 Closed	0 $0
Q3 2020 Oct 27, 2020	SELL	$49.2 - $61.12 $282,900 - $351,440	-5,750 Reduced 47.72%	6,300 $347,000
Q2 2020 Jul 16, 2020	BUY	$37.26 - $61.65 $448,983 - $742,882	12,050 New	12,050 $624,000
Q1 2020 Apr 14, 2020	SELL	$33.22 - $89.84 $539,825 - $1.46 Million	-16,250 Closed	0 $0
Q2 2019 Aug 01, 2019	SELL	$71.76 - $84.63 $703,248 - $829,374	-9,800 Reduced 37.62%	16,250 $1.33 Million
Q4 2018 Feb 01, 2019	SELL	$61.6 - $74.72 $45,399 - $55,068	-737 Reduced 2.75%	26,050 $1.81 Million
Q2 2018 Aug 09, 2018	BUY	$50.01 - $62.69 $80,016 - $100,304	1,600 Added 6.35%	26,787 $1.68 Million
Q1 2018 May 04, 2018	SELL	$52.03 - $64.14 $10,406 - $12,828	-200 Reduced 0.79%	25,187 $1.37 Million
Q4 2017 Jan 23, 2018	SELL	$63.27 - $69.55 $44,289 - $48,685	-700 Reduced 2.68%	25,387 $1.62 Million
Q3 2017 Nov 08, 2017	BUY	$69.91 - $75.36 $1.82 Million - $1.97 Million	26,087	26,087 $1.83 Million

1,077

570M

951K

1.54M

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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