Financial Advocates Investment Management Welltower Inc. Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Welltower Inc. stock. As of the latest transaction made, Financial Advocates Investment Management holds 3,032 shares of WELL stock, worth $456,770. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,032

Previous 2,756 10.01%

Holding current value

$456,770

Previous $352,000 8.52%

% of portfolio

0.02%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$123.11 - $139.3 $33,978 - $38,446	276 Added 10.01%	3,032 $382,000
Q3 2024 Oct 25, 2024	SELL	$104.0 - $129.74 $13,728 - $17,125	-132 Reduced 4.57%	2,756 $352,000
Q2 2024 Jul 26, 2024	SELL	$88.31 - $105.01 $1,589 - $1,890	-18 Reduced 0.62%	2,888 $301,000
Q1 2024 May 01, 2024	BUY	$86.51 - $94.25 $1,038 - $1,131	12 Added 0.41%	2,906 $271,000
Q4 2023 Feb 08, 2024	BUY	$79.31 - $91.87 $1,031 - $1,194	13 Added 0.45%	2,894 $260,000
Q3 2023 Oct 27, 2023	BUY	$78.6 - $85.47 $3,694 - $4,017	47 Added 1.66%	2,881 $236,000
Q2 2023 Aug 07, 2023	BUY	$70.38 - $81.95 $199,456 - $232,246	2,834 New	2,834 $229,000
Q3 2022 Nov 14, 2022	BUY	$63.33 - $86.34 $57,630 - $78,569	910 Added 36.03%	3,436 $221,000
Q2 2022 Aug 12, 2022	SELL	$77.45 - $97.82 $43,062 - $54,387	-556 Reduced 18.04%	2,526 $208,000
Q1 2022 May 11, 2022	BUY	$79.67 - $98.31 $39,914 - $49,253	501 Added 19.41%	3,082 $296,000
Q4 2021 Feb 14, 2022	SELL	$79.36 - $87.07 $33,013 - $36,221	-416 Reduced 13.88%	2,581 $218,000
Q3 2021 Nov 04, 2021	BUY	$82.4 - $89.68 $22,330 - $24,303	271 Added 9.94%	2,997 $247,000
Q2 2021 Aug 03, 2021	BUY	$71.04 - $84.02 $193,655 - $229,038	2,726 New	2,726 $226,000
Q4 2019 Feb 13, 2020	SELL	$77.4 - $92.21 $174,537 - $207,933	-2,255 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$81.74 - $92.46 $19,699 - $22,282	241 Added 11.97%	2,255 $205,000
Q4 2018 Feb 14, 2019	SELL	$61.6 - $74.72 $30,307 - $36,762	-492 Reduced 19.63%	2,014 $139,000
Q3 2018 Nov 14, 2018	BUY	$61.7 - $67.46 $154,620 - $169,054	2,506 New	2,506 $0
Q2 2018 Aug 09, 2018	SELL	$50.01 - $62.69 $228,745 - $286,744	-4,574 Closed	0 $0
Q1 2018 May 11, 2018	BUY	$52.03 - $64.14 $69,460 - $85,626	1,335 Added 41.22%	4,574 $249,000
Q4 2017 Feb 15, 2018	BUY	$63.27 - $69.55 $204,931 - $225,272	3,239	3,239 $207,000

Others Institutions Holding WELL

# of Institutions

1,227

Shares Held

591M

Call Options Held

1.09M

Put Options Held

2.06M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $69.8B
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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Financial Advocates Investment Management Welltower Inc. Transaction History