Summit Financial Group, Inc. Welltower Inc. Transaction History

Summit Financial Group, Inc.

$279 Million
Q1 2024

A detailed history of Summit Financial Group, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Summit Financial Group, Inc. holds 6,465 shares of WELL stock, worth $957,919. This represents 0.22% of its overall portfolio holdings.

Number of Shares

6,465

Previous 6,965 7.18%

Holding current value

$957,919

Previous $628,000 3.82%

% of portfolio

0.22%

Previous 0.24%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 05, 2024	SELL	$86.51 - $94.25 $43,255 - $47,125	-500 Reduced 7.18%	6,465 $604,000
Q4 2023 Jan 12, 2024	SELL	$79.31 - $91.87 $22,761 - $26,366	-287 Reduced 3.96%	6,965 $628,000
Q3 2023 Oct 17, 2023	SELL	$78.6 - $85.47 $7,938 - $8,632	-101 Reduced 1.37%	7,252 $594,000
Q4 2022 Jan 09, 2023	SELL	$57.37 - $71.58 $5,048 - $6,299	-88 Reduced 1.18%	7,353 $482,000
Q3 2022 Oct 12, 2022	SELL	$63.33 - $86.34 $11,209 - $15,282	-177 Reduced 2.32%	7,441 $479,000
Q4 2020 Jan 07, 2021	SELL	$52.26 - $67.84 $6,898 - $8,954	-132 Reduced 1.7%	7,618 $492,000
Q2 2020 Jul 06, 2020	SELL	$37.26 - $61.65 $8,495 - $14,056	-228 Reduced 2.86%	7,750 $401,000
Q1 2020 Apr 03, 2020	SELL	$33.22 - $89.84 $11,627 - $31,444	-350 Reduced 4.2%	7,978 $365,000
Q4 2019 Jan 06, 2020	SELL	$77.4 - $92.21 $34,830 - $41,494	-450 Reduced 5.13%	8,328 $681,000
Q3 2019 Oct 09, 2019	SELL	$81.74 - $92.46 $129,639 - $146,641	-1,586 Reduced 15.3%	8,778 $796,000
Q2 2019 Jul 03, 2019	SELL	$71.76 - $84.63 $19,877 - $23,442	-277 Reduced 2.6%	10,364 $845,000
Q1 2019 Apr 03, 2019	BUY	$67.29 - $78.72 $491,284 - $574,734	7,301 Added 218.59%	10,641 $825,000
Q2 2018 Jul 03, 2018	SELL	$50.01 - $62.69 $57,511 - $72,093	-1,150 Reduced 25.61%	3,340 $210,000
Q1 2018 Apr 04, 2018	BUY	$52.03 - $64.14 $43,549 - $53,685	837 Added 22.91%	4,490 $245,000
Q4 2017 Jan 04, 2018	BUY	$63.27 - $69.55 $822 - $904	13 Added 0.36%	3,653 $233,000
Q3 2017 Oct 10, 2017	BUY	$69.91 - $75.36 $254,472 - $274,310	3,640	3,640 $256,000

Others Institutions Holding WELL

# of Institutions

1,231

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 $68.7B
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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Summit Financial Group, Inc. Welltower Inc. Transaction History