Td Private Client Wealth LLC Welltower Inc. Transaction History

Td Private Client Wealth LLC

$3.48 Trillion
Q3 2024

A detailed history of Td Private Client Wealth LLC transactions in Welltower Inc. stock. As of the latest transaction made, Td Private Client Wealth LLC holds 1,587 shares of WELL stock, worth $198,422. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,587

Previous 1,550 2.39%

Holding current value

$198,422

Previous $162 Million 25.74%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 18, 2024	BUY	$104.0 - $129.74 $3,848 - $4,800	37 Added 2.39%	1,587 $203 Million
Q2 2024 Aug 14, 2024	BUY	$88.31 - $105.01 $136,880 - $162,765	1,550 New	1,550 $162 Million
Q1 2024 Aug 16, 2024	BUY	$86.51 - $94.25 $6,488 - $7,068	75 Added 5.44%	1,453 $136 Million
Q4 2023 Aug 16, 2024	SELL	$79.31 - $91.87 $130,385 - $151,034	-1,644 Reduced 54.4%	1,378 $124 Million
Q3 2023 Aug 16, 2024	SELL	$78.6 - $85.47 $307,483 - $334,358	-3,912 Reduced 56.42%	3,022 $248 Million
Q2 2023 Aug 16, 2024	SELL	$70.38 - $81.95 $84,667 - $98,585	-1,203 Reduced 14.78%	6,934 $561 Million
Q1 2023 Aug 16, 2024	SELL	$65.76 - $78.05 $1,512 - $1,795	-23 Reduced 0.28%	8,137 $583 Million
Q4 2022 Aug 16, 2024	BUY	$57.37 - $71.58 $41,994 - $52,396	732 Added 9.85%	8,160 $535 Million
Q3 2022 Aug 16, 2024	BUY	$63.33 - $86.34 $11,146 - $15,195	176 Added 2.43%	7,428 $478 Million
Q2 2022 Aug 16, 2024	SELL	$77.45 - $97.82 $23,467 - $29,639	-303 Reduced 4.01%	7,252 $597 Million
Q1 2022 Aug 16, 2024	BUY	$79.67 - $98.31 $44,216 - $54,562	555 Added 7.93%	7,555 $726 Million
Q4 2021 Aug 16, 2024	SELL	$79.36 - $87.07 $4,840 - $5,311	-61 Reduced 0.86%	7,000 $600 Million
Q3 2021 Aug 16, 2024	BUY	$82.4 - $89.68 $454,106 - $494,226	5,511 Added 355.55%	7,061 $582 Million
Q2 2021 Aug 16, 2024	SELL	$71.04 - $84.02 $19,393 - $22,937	-273 Reduced 3.47%	7,589 $631 Million
Q1 2021 Aug 16, 2024	SELL	$59.79 - $74.55 $163,585 - $203,968	-2,736 Reduced 25.82%	7,862 $563 Million
Q4 2020 Aug 16, 2024	SELL	$52.26 - $67.84 $52,364 - $67,975	-1,002 Reduced 8.64%	10,598 $685 Million
Q3 2020 Aug 16, 2024	SELL	$49.2 - $61.12 $72,816 - $90,457	-1,480 Reduced 11.31%	11,600 $639 Million
Q2 2020 Aug 16, 2024	SELL	$37.26 - $61.65 $2.73 Million - $4.51 Million	-73,153 Reduced 84.83%	13,080 $677 Million
Q1 2020 Aug 16, 2024	BUY	$33.22 - $89.84 $264,165 - $714,407	7,952 Added 10.16%	86,233 $3.95 Billion
Q4 2019 Aug 16, 2024	BUY	$77.4 - $92.21 $5.94 Million - $7.08 Million	76,731 Added 4950.39%	78,281 $6.4 Billion

Others Institutions Holding WELL

# of Institutions

1,153

Shares Held

536M

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 $57.9B
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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Td Private Client Wealth LLC Welltower Inc. Transaction History