Pettyjohn, Wood & White, Inc Welltower Inc. Transaction History

Pettyjohn, Wood & White, Inc

$514 Million
Q2 2024

A detailed history of Pettyjohn, Wood & White, Inc transactions in Welltower Inc. stock. As of the latest transaction made, Pettyjohn, Wood & White, Inc holds 3,809 shares of WELL stock, worth $513,757. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,809

Previous 4,125 7.66%

Holding current value

$513,757

Previous $385,000 3.12%

% of portfolio

0.08%

Previous 0.08%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$88.31 - $105.01 $27,905 - $33,183	-316 Reduced 7.66%	3,809 $397,000
Q1 2024 May 08, 2024	SELL	$86.51 - $94.25 $6,488 - $7,068	-75 Reduced 1.79%	4,125 $385,000
Q4 2023 Feb 14, 2024	SELL	$79.31 - $91.87 $33,706 - $39,044	-425 Reduced 9.19%	4,200 $378,000
Q3 2023 Nov 14, 2023	SELL	$78.6 - $85.47 $7,309 - $7,948	-93 Reduced 1.97%	4,625 $378,000
Q2 2023 Aug 10, 2023	SELL	$70.38 - $81.95 $70 - $81	-1 Reduced 0.02%	4,718 $381,000
Q1 2022 Apr 22, 2022	SELL	$79.67 - $98.31 $17,925 - $22,119	-225 Reduced 4.55%	4,719 $454,000
Q4 2021 Feb 04, 2022	SELL	$79.36 - $87.07 $6,586 - $7,226	-83 Reduced 1.65%	4,944 $424,000
Q3 2021 Nov 08, 2021	SELL	$82.4 - $89.68 $19,364 - $21,074	-235 Reduced 4.47%	5,027 $414,000
Q2 2021 Aug 03, 2021	SELL	$71.04 - $84.02 $62,160 - $73,517	-875 Reduced 14.26%	5,262 $437,000
Q1 2021 May 10, 2021	SELL	$59.79 - $74.55 $46,337 - $57,776	-775 Reduced 11.21%	6,137 $440,000
Q4 2020 Feb 04, 2021	SELL	$52.26 - $67.84 $10,452 - $13,568	-200 Reduced 2.81%	6,912 $447,000
Q3 2020 Oct 26, 2020	BUY	$49.2 - $61.12 $4,920 - $6,112	100 Added 1.43%	7,112 $392,000
Q2 2020 Aug 04, 2020	SELL	$37.26 - $61.65 $20,493 - $33,907	-550 Reduced 7.27%	7,012 $363,000
Q1 2020 Apr 20, 2020	SELL	$33.22 - $89.84 $4,152 - $11,230	-125 Reduced 1.63%	7,562 $346,000
Q4 2019 Feb 11, 2020	SELL	$77.4 - $92.21 $3,096 - $3,688	-40 Reduced 0.52%	7,687 $629,000
Q3 2019 Nov 04, 2019	SELL	$81.74 - $92.46 $12,261 - $13,868	-150 Reduced 1.9%	7,727 $700,000
Q1 2019 Apr 26, 2019	SELL	$67.29 - $78.72 $4,575 - $5,352	-68 Reduced 0.86%	7,877 $611,000
Q3 2018 Nov 13, 2018	SELL	$61.7 - $67.46 $21,595 - $23,610	-350 Reduced 4.22%	7,945 $511,000
Q2 2018 Aug 13, 2018	SELL	$50.01 - $62.69 $16,003 - $20,060	-320 Reduced 3.71%	8,295 $520,000
Q1 2018 May 11, 2018	BUY	$52.03 - $64.14 $33,559 - $41,370	645 Added 8.09%	8,615 $469,000
Q4 2017 Feb 13, 2018	BUY	$63.27 - $69.55 $58,524 - $64,333	925 Added 13.13%	7,970 $508,000
Q3 2017 Nov 13, 2017	BUY	$69.91 - $75.36 $492,515 - $530,911	7,045	7,045 $495,000

Others Institutions Holding WELL

# of Institutions

1,107

Shares Held

572M

Call Options Held

951K

Put Options Held

1.54M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $62.5B
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 Pettyjohn, Wood & White, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pettyjohn, Wood & White, Inc with notifications on news.

Account

Pettyjohn, Wood & White, Inc Welltower Inc. Transaction History