Robertson Stephens Wealth Management, LLC Welltower Inc. Transaction History

Robertson Stephens Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$79.36 - $87.07 $270,855 - $297,169	-3,413 Closed	0 $0
Q3 2021 Nov 10, 2021	SELL	$82.4 - $89.68 $52,241 - $56,857	-634 Reduced 15.67%	3,413 $281,000
Q2 2021 Aug 17, 2021	BUY	$71.04 - $84.02 $24,437 - $28,902	344 Added 9.29%	4,047 $336,000
Q1 2021 May 07, 2021	BUY	$59.79 - $74.55 $4,364 - $5,442	73 Added 2.01%	3,703 $265,000
Q4 2020 Feb 10, 2021	SELL	$52.26 - $67.84 $10,347 - $13,432	-198 Reduced 5.17%	3,630 $234,000
Q3 2020 Nov 10, 2020	SELL	$49.2 - $61.12 $35,276 - $43,823	-717 Reduced 15.78%	3,828 $210,000
Q2 2020 Aug 12, 2020	BUY	$37.26 - $61.65 $169,346 - $280,199	4,545 New	4,545 $235,000

1,156

537M

1.11M

2.1M

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $63.4B
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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