Cypress Capital Group Welltower Inc. Transaction History

Cypress Capital Group

$879 Million
Q3 2024

A detailed history of Cypress Capital Group transactions in Welltower Inc. stock. As of the latest transaction made, Cypress Capital Group holds 4,613 shares of WELL stock, worth $610,023. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,613

Previous 4,639 0.56%

Holding current value

$610,023

Previous $483,000 22.15%

% of portfolio

0.07%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$104.0 - $129.74 $2,704 - $3,373	-26 Reduced 0.56%	4,613 $590,000
Q2 2024 Jul 25, 2024	SELL	$88.31 - $105.01 $17,397 - $20,686	-197 Reduced 4.07%	4,639 $483,000
Q1 2024 May 08, 2024	BUY	$86.51 - $94.25 $20,762 - $22,620	240 Added 5.22%	4,836 $451,000
Q4 2023 Jan 24, 2024	BUY	$79.31 - $91.87 $33,706 - $39,044	425 Added 10.19%	4,596 $414,000
Q3 2023 Nov 02, 2023	BUY	$78.6 - $85.47 $38,042 - $41,367	484 Added 13.13%	4,171 $341,000
Q1 2023 May 04, 2023	BUY	$65.76 - $78.05 $14,796 - $17,561	225 Added 6.5%	3,687 $264,000
Q4 2022 Feb 14, 2023	BUY	$57.37 - $71.58 $198,614 - $247,809	3,462 New	3,462 $226,000
Q2 2022 Jul 26, 2022	SELL	$77.45 - $97.82 $365,331 - $461,416	-4,717 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$79.67 - $98.31 $37,205 - $45,910	467 Added 10.99%	4,717 $453,000
Q4 2021 Feb 15, 2022	BUY	$79.36 - $87.07 $337,280 - $370,047	4,250 New	4,250 $365,000
Q1 2020 Apr 08, 2020	SELL	$33.22 - $89.84 $504,279 - $1.36 Million	-15,180 Closed	0 $0
Q4 2019 Jan 10, 2020	SELL	$77.4 - $92.21 $59,598 - $71,001	-770 Reduced 4.83%	15,180 $1.24 Million
Q3 2019 Oct 10, 2019	BUY	$81.74 - $92.46 $72,748 - $82,289	890 Added 5.91%	15,950 $1.45 Million
Q2 2019 Aug 15, 2019	BUY	$71.76 - $84.63 $2,224 - $2,623	31 Added 0.21%	15,060 $1.23 Million
Q1 2019 May 14, 2019	BUY	$67.29 - $78.72 $1.01 Million - $1.18 Million	15,029 New	15,029 $1.17 Million

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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Cypress Capital Group Welltower Inc. Transaction History