Winch Advisory Services, LLC Welltower Inc. Transaction History

Winch Advisory Services, LLC

$312 Million
Q1 2024

A detailed history of Winch Advisory Services, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Winch Advisory Services, LLC holds 253 shares of WELL stock, worth $26,939. This represents 0.01% of its overall portfolio holdings.

Number of Shares

253

Previous 251 0.8%

Holding current value

$26,939

Previous $22,000 4.55%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$86.51 - $94.25 $173 - $188	2 Added 0.8%	253 $23,000
Q4 2023 Jan 18, 2024	BUY	$79.31 - $91.87 $79 - $91	1 Added 0.4%	251 $22,000
Q3 2023 Nov 06, 2023	BUY	$78.6 - $85.47 $157 - $170	2 Added 0.81%	250 $20,000
Q2 2023 Aug 08, 2023	BUY	$70.38 - $81.95 $140 - $163	2 Added 0.81%	248 $20,000
Q1 2023 May 10, 2023	BUY	$65.76 - $78.05 $131 - $156	2 Added 0.82%	246 $18,000

Q4 2022 Jan 26, 2023	BUY	$57.37 - $71.58 $114 - $143	2 Added 0.83%	244 $16,000
Q3 2022 Oct 31, 2022	BUY	$63.33 - $86.34 $126 - $172	2 Added 0.83%	242 $16,000
Q2 2022 Aug 12, 2022	BUY	$77.45 - $97.82 $154 - $195	2 Added 0.84%	240 $20,000
Q4 2021 Feb 04, 2022	BUY	$79.36 - $87.07 $158 - $174	2 Added 0.85%	238 $20,000
Q3 2021 Nov 10, 2021	BUY	$82.4 - $89.68 $164 - $179	2 Added 0.85%	236 $19,000
Q2 2021 Aug 05, 2021	BUY	$71.04 - $84.02 $142 - $168	2 Added 0.86%	234 $19,000
Q1 2021 May 03, 2021	BUY	$59.79 - $74.55 $119 - $149	2 Added 0.87%	232 $17,000
Q4 2020 Feb 09, 2021	SELL	$52.26 - $67.84 $6,480 - $8,412	-124 Reduced 35.03%	230 $15,000
Q3 2020 Nov 04, 2020	SELL	$49.2 - $61.12 $1,525 - $1,894	-31 Reduced 8.05%	354 $20,000
Q2 2020 Aug 12, 2020	BUY	$37.26 - $61.65 $186 - $308	5 Added 1.32%	385 $20,000
Q1 2020 May 13, 2020	BUY	$33.22 - $89.84 $132 - $359	4 Added 1.06%	380 $17,000
Q4 2019 Feb 12, 2020	BUY	$77.4 - $92.21 $309 - $368	4 Added 1.08%	376 $31,000
Q3 2019 Nov 13, 2019	BUY	$81.74 - $92.46 $245 - $277	3 Added 0.81%	372 $34,000
Q2 2019 Aug 07, 2019	SELL	$71.76 - $84.63 $3,372 - $3,977	-47 Reduced 11.3%	369 $30,000
Q1 2019 May 13, 2019	BUY	$67.29 - $78.72 $3,700 - $4,329	55 Added 15.24%	416 $32,000
Q4 2018 Feb 05, 2019	SELL	$61.6 - $74.72 $369 - $448	-6 Reduced 1.63%	361 $25,000
Q3 2018 Nov 13, 2018	BUY	$61.7 - $67.46 $4,936 - $5,396	80 Added 27.87%	367 $24,000
Q2 2018 Aug 13, 2018	BUY	$50.01 - $62.69 $200 - $250	4 Added 1.41%	287 $18,000
Q1 2018 May 11, 2018	BUY	$52.03 - $64.14 $260 - $320	5 Added 1.8%	283 $15,000
Q4 2017 Feb 13, 2018	BUY	$63.27 - $69.55 $189 - $208	3 Added 1.09%	278 $18,000
Q3 2017 Nov 13, 2017	BUY	$69.91 - $75.36 $19,225 - $20,724	275	275 $19,000

Others Institutions Holding WELL

# of Institutions

1,025

Shares Held

517M

Call Options Held

1.3M

Put Options Held

717K

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $49.3B
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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Winch Advisory Services, LLC Welltower Inc. Transaction History