Optimum Investment Advisors Welltower Inc. Transaction History

Optimum Investment Advisors

  • $227 Million
  • Q3 2024

A detailed history of Optimum Investment Advisors transactions in Welltower Inc. stock. As of the latest transaction made, Optimum Investment Advisors holds 212 shares of WELL stock, worth $28,034. This represents 0.01% of its overall portfolio holdings.

Number of Shares
212
Previous 912 76.75%
Holding current value
$28,034
Previous $95,000 71.58%
% of portfolio
0.01%
Previous 0.04%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$104.0 - $129.74 $72,800 - $90,818
-700 Reduced 76.75%
212 $27,000
Q2 2024

Jul 12, 2024
BUY
$88.31 - $105.01 $88 - $105
1 Added 0.11%
912 $95,000
Q1 2024

Apr 11, 2024
BUY
$86.51 - $94.25 $86 - $94
1 Added 0.11%
911 $85,000
Q4 2023

Jan 08, 2024
BUY
$79.31 - $91.87 $158 - $183
2 Added 0.22%
910 $82,000
Q3 2023

Oct 13, 2023
BUY
$78.6 - $85.47 $78 - $85
1 Added 0.11%
908 $74,000
Q2 2023

Aug 03, 2023
BUY
$70.38 - $81.95 $140 - $163
2 Added 0.22%
907 $73,000
Q1 2023

May 03, 2023
SELL
$65.76 - $78.05 $32,748 - $38,868
-498 Reduced 35.5%
905 $64,000
Q4 2022

Jan 05, 2023
BUY
$57.37 - $71.58 $57 - $71
1 Added 0.07%
1,403 $0
Q3 2022

Oct 24, 2022
SELL
$63.33 - $86.34 $3,673 - $5,007
-58 Reduced 3.97%
1,402 $90,000
Q2 2022

Jul 12, 2022
BUY
$77.45 - $97.82 $4,647 - $5,869
60 Added 4.29%
1,460 $120,000
Q3 2021

Oct 22, 2021
SELL
$82.4 - $89.68 $35,432 - $38,562
-430 Reduced 23.5%
1,400 $115,000
Q4 2020

Jan 21, 2021
BUY
$52.26 - $67.84 $10,452 - $13,568
200 Added 12.27%
1,830 $118,000
Q3 2020

Oct 06, 2020
SELL
$49.2 - $61.12 $13,530 - $16,808
-275 Reduced 14.44%
1,630 $90,000
Q2 2020

Jul 16, 2020
SELL
$37.26 - $61.65 $35,955 - $59,492
-965 Reduced 33.62%
1,905 $99,000
Q3 2019

Oct 17, 2019
BUY
$81.74 - $92.46 $12,669 - $14,331
155 Added 5.71%
2,870 $260,000
Q2 2019

Jul 29, 2019
BUY
$71.76 - $84.63 $1,363 - $1,607
19 Added 0.7%
2,715 $221,000
Q4 2018

Feb 04, 2019
SELL
$61.6 - $74.72 $33,880 - $41,096
-550 Reduced 16.94%
2,696 $187,000
Q3 2018

Oct 05, 2018
BUY
$61.7 - $67.46 $15,425 - $16,865
250 Added 8.34%
3,246 $209,000
Q2 2018

Oct 05, 2018
SELL
$50.01 - $62.69 $17,503 - $21,941
-350 Reduced 10.46%
2,996 $188,000
Q3 2017

Nov 21, 2017
SELL
$69.91 - $75.36 $20,973 - $22,608
-300 Reduced 8.23%
3,346 $235,000
Q2 2017

Aug 14, 2017
BUY
N/A
3,646
3,646 $273,000

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.

WELL Quotes by TradingView
  • 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...
More about WELL
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