Marcum Wealth, LLC Welltower Inc. Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Marcum Wealth, LLC holds 2,418 shares of WELL stock, worth $370,461. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,418

Previous 2,455 1.51%

Holding current value

$370,461

Previous $309,000 19.74%

% of portfolio

0.03%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 02, 2025	SELL	$124.05 - $156.86 $4,589 - $5,803	-37 Reduced 1.51%	2,418 $370,000
Q4 2024 Jan 13, 2025	SELL	$123.11 - $139.3 $9,233 - $10,447	-75 Reduced 2.96%	2,455 $309,000
Q3 2024 Oct 08, 2024	BUY	$104.0 - $129.74 $7,800 - $9,730	75 Added 3.05%	2,530 $323,000
Q2 2024 Jul 02, 2024	SELL	$88.31 - $105.01 $66,762 - $79,387	-756 Reduced 23.54%	2,455 $255,000
Q1 2024 Apr 10, 2024	BUY	$86.51 - $94.25 $33,479 - $36,474	387 Added 13.7%	3,211 $300,000
Q4 2023 Jan 10, 2024	SELL	$79.31 - $91.87 $67,889 - $78,640	-856 Reduced 23.26%	2,824 $254,000
Q3 2023 Oct 10, 2023	BUY	$78.6 - $85.47 $74,591 - $81,111	949 Added 34.75%	3,680 $301,000
Q2 2023 Jul 13, 2023	BUY	$70.38 - $81.95 $192,207 - $223,805	2,731 New	2,731 $220,000
Q2 2022 Jul 14, 2022	BUY	$77.45 - $97.82 $6,196 - $7,825	80 Added 2.7%	3,045 $251,000
Q1 2022 Apr 20, 2022	SELL	$79.67 - $98.31 $160,216 - $197,701	-2,011 Reduced 40.41%	2,965 $285,000
Q4 2021 Feb 01, 2022	SELL	$79.36 - $87.07 $793 - $870	-10 Reduced 0.2%	4,976 $427,000
Q3 2021 Nov 08, 2021	SELL	$82.4 - $89.68 $9,064 - $9,864	-110 Reduced 2.16%	4,986 $411,000
Q2 2021 Aug 10, 2021	SELL	$71.04 - $84.02 $59,815 - $70,744	-842 Reduced 14.18%	5,096 $423,000
Q1 2021 May 11, 2021	BUY	$59.79 - $74.55 $148,458 - $185,107	2,483 Added 71.87%	5,938 $425,000
Q4 2020 Feb 09, 2021	SELL	$52.26 - $67.84 $11,444 - $14,856	-219 Reduced 5.96%	3,455 $223,000
Q3 2020 Nov 09, 2020	BUY	$49.2 - $61.12 $180,760 - $224,554	3,674 New	3,674 $202,000
Q1 2020 May 14, 2020	SELL	$33.22 - $89.84 $115,373 - $312,014	-3,473 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$77.4 - $92.21 $268,810 - $320,245	3,473 New	3,473 $284,000

Others Institutions Holding WELL

# of Institutions

1,232

Shares Held

574M

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 $71B
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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Marcum Wealth, LLC Welltower Inc. Transaction History