Nisa Investment Advisors, LLC Welltower Inc. Transaction History

Nisa Investment Advisors, LLC

$24.1 Billion
Q4 2024

A detailed history of Nisa Investment Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Nisa Investment Advisors, LLC holds 297,783 shares of WELL stock, worth $39.1 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

297,783

Previous 310,109 3.97%

Holding current value

$39.1 Million

Previous $39.7 Million 5.45%

% of portfolio

0.16%

Previous 0.24%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$123.11 - $139.3 $1.52 Million - $1.72 Million	-12,326 Reduced 3.97%	297,783 $37.5 Million
Q3 2024 Oct 24, 2024	SELL	$104.0 - $129.74 $1.4 Million - $1.74 Million	-13,428 Reduced 4.15%	310,109 $39.7 Million
Q2 2024 Jul 19, 2024	BUY	$88.31 - $105.01 $1.24 Million - $1.47 Million	14,017 Added 4.53%	323,537 $33.7 Million
Q1 2024 May 01, 2024	BUY	$86.51 - $94.25 $630,830 - $687,271	7,292 Added 2.41%	309,520 $28.9 Million
Q4 2023 Jan 25, 2024	SELL	$79.31 - $91.87 $369,584 - $428,114	-4,660 Reduced 1.52%	302,228 $27.3 Million
Q3 2023 Nov 02, 2023	BUY	$78.6 - $85.47 $1.49 Million - $1.62 Million	18,927 Added 6.57%	306,888 $25.1 Million
Q2 2023 Aug 11, 2023	BUY	$70.38 - $81.95 $250,130 - $291,250	3,554 Added 1.25%	287,961 $23.3 Million
Q1 2023 May 02, 2023	BUY	$65.76 - $78.05 $1.45 Million - $1.72 Million	22,003 Added 8.39%	284,407 $20.4 Million
Q4 2022 Feb 02, 2023	BUY	$57.37 - $71.58 $650,518 - $811,645	11,339 Added 4.52%	262,404 $17.2 Million
Q3 2022 Nov 07, 2022	BUY	$63.33 - $86.34 $577,886 - $787,852	9,125 Added 3.77%	251,065 $16.1 Million
Q2 2022 Aug 03, 2022	SELL	$77.45 - $97.82 $1.42 Million - $1.8 Million	-18,381 Reduced 7.06%	241,940 $19.9 Million
Q1 2022 Apr 29, 2022	SELL	$79.67 - $98.31 $17.5 Million - $21.6 Million	-219,679 Reduced 45.77%	260,321 $25 Million
Q4 2021 Feb 03, 2022	BUY	$79.36 - $87.07 $15.5 Million - $17 Million	195,566 Added 68.76%	480,000 $41.6 Million
Q3 2021 Oct 18, 2021	BUY	$82.4 - $89.68 $231,049 - $251,462	2,804 Added 1.0%	284,434 $23.4 Million
Q2 2021 Aug 06, 2021	SELL	$71.04 - $84.02 $1.3 Million - $1.53 Million	-18,242 Reduced 6.08%	281,630 $23.4 Million
Q1 2021 Apr 26, 2021	SELL	$59.79 - $74.55 $618,407 - $771,070	-10,343 Reduced 3.33%	299,872 $21.5 Million
Q4 2020 Jan 25, 2021	BUY	$52.26 - $67.84 $1.11 Million - $1.44 Million	21,232 Added 7.35%	310,215 $20 Million
Q3 2020 Oct 20, 2020	BUY	$49.2 - $61.12 $2.07 Million - $2.57 Million	42,030 Added 17.02%	288,983 $15.9 Million
Q2 2020 Jul 27, 2020	BUY	$37.26 - $61.65 $4.08 Million - $6.76 Million	109,588 Added 79.78%	246,953 $12.8 Million
Q1 2020 Apr 17, 2020	SELL	$33.22 - $89.84 $3.49 Million - $9.43 Million	-105,020 Reduced 43.33%	137,365 $6.29 Million
Q4 2019 Jan 17, 2020	BUY	$77.4 - $92.21 $884,914 - $1.05 Million	11,433 Added 4.95%	242,385 $19.8 Million
Q3 2019 Oct 17, 2019	BUY	$81.74 - $92.46 $5.81 Million - $6.58 Million	71,127 Added 44.5%	230,952 $20.9 Million
Q2 2019 Jul 12, 2019	BUY	$71.76 - $84.63 $4.14 Million - $4.89 Million	57,755 Added 56.58%	159,825 $13 Million
Q1 2019 Apr 17, 2019	BUY	$67.29 - $78.72 $1.75 Million - $2.05 Million	26,050 Added 34.27%	102,070 $7.92 Million
Q4 2018 Jan 17, 2019	BUY	$61.6 - $74.72 $1.95 Million - $2.37 Million	31,670 Added 71.41%	76,020 $5.28 Million
Q3 2018 Oct 16, 2018	SELL	$61.7 - $67.46 $210,088 - $229,701	-3,405 Reduced 7.13%	44,350 $2.85 Million
Q2 2018 Jul 19, 2018	SELL	$50.01 - $62.69 $509,851 - $639,124	-10,195 Reduced 17.59%	47,755 $2.99 Million
Q1 2018 Apr 10, 2018	BUY	$52.03 - $64.14 $139,960 - $172,536	2,690 Added 4.87%	57,950 $3.12 Million
Q4 2017 Jan 12, 2018	SELL	$63.27 - $69.55 $4.07 Million - $4.47 Million	-64,293 Reduced 53.78%	55,260 $3.52 Million
Q3 2017 Oct 13, 2017	BUY	$69.91 - $75.36 $8.36 Million - $9.01 Million	119,553	119,553 $8.4 Million

Others Institutions Holding WELL

# of Institutions

1,152

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 $60.8B
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...

More about WELL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nisa Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nisa Investment Advisors, LLC with notifications on news.

Account

Nisa Investment Advisors, LLC Welltower Inc. Transaction History