A detailed history of Valeo Financial Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 3,668 shares of WELL stock, worth $464,332. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,668
Previous 3,574 2.63%
Holding current value
$464,332
Previous $372,000 26.08%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024

BUY
$104.0 - $129.74 $9,776 - $12,195
94 Added 2.63%
3,668 $469,000
Q2 2024

Jul 10, 2024

SELL
$88.31 - $105.01 $1,854 - $2,205
-21 Reduced 0.58%
3,574 $372,000
Q1 2024

Apr 25, 2024

SELL
$86.51 - $94.25 $10,467 - $11,404
-121 Reduced 3.26%
3,595 $335,000
Q1 2024

Apr 19, 2024

BUY
$86.51 - $94.25 $9,256 - $10,084
107 Added 2.96%
3,716 $347,000
Q4 2023

Jan 29, 2024

BUY
$79.31 - $91.87 $28,155 - $32,613
355 Added 10.91%
3,609 $325,000
Q3 2023

Oct 19, 2023

BUY
$78.6 - $85.47 $34,977 - $38,034
445 Added 15.84%
3,254 $266,000
Q2 2023

Jul 14, 2023

BUY
$70.38 - $81.95 $197,697 - $230,197
2,809 New
2,809 $227,000
Q3 2022

Oct 31, 2022

BUY
$63.33 - $86.34 $2,279 - $3,108
36 Added 1.12%
3,259 $210,000
Q2 2022

Aug 03, 2022

SELL
$77.45 - $97.82 $16,264 - $20,542
-210 Reduced 6.12%
3,223 $265,000
Q1 2022

Apr 28, 2022

BUY
$79.67 - $98.31 $13,782 - $17,007
173 Added 5.31%
3,433 $330,000
Q4 2021

Jan 07, 2022

BUY
$79.36 - $87.07 $6,348 - $6,965
80 Added 2.52%
3,260 $280,000
Q3 2021

Nov 02, 2021

SELL
$82.4 - $89.68 $46,968 - $51,117
-570 Reduced 15.2%
3,180 $262,000
Q2 2021

Jul 22, 2021

SELL
$71.04 - $84.02 $1,633 - $1,932
-23 Reduced 0.61%
3,750 $312,000
Q1 2021

Apr 12, 2021

BUY
$59.79 - $74.55 $2,032 - $2,534
34 Added 0.91%
3,773 $270,000
Q4 2020

Feb 11, 2021

SELL
$52.26 - $67.84 $15,364 - $19,944
-294 Reduced 7.29%
3,739 $242,000
Q3 2020

Oct 28, 2020

BUY
$49.2 - $61.12 $14,464 - $17,969
294 Added 7.86%
4,033 $222,000
Q2 2020

Jul 20, 2020

BUY
$37.26 - $61.65 $66,285 - $109,675
1,779 Added 90.77%
3,739 $193,000
Q1 2020

Apr 13, 2020

SELL
$33.22 - $89.84 $4,484 - $12,128
-135 Reduced 6.44%
1,960 $108,000
Q4 2019

Jan 24, 2020

BUY
$77.4 - $92.21 $47,291 - $56,340
611 Added 41.17%
2,095 $171,000
Q3 2019

Oct 15, 2019

BUY
$81.74 - $92.46 $72,012 - $81,457
881 Added 146.1%
1,484 $135,000
Q2 2019

Jul 10, 2019

BUY
$71.76 - $84.63 $21,169 - $24,965
295 Added 95.78%
603 $49,000
Q1 2019

Apr 12, 2019

BUY
$67.29 - $78.72 $201 - $236
3 Added 0.98%
308 $24,000
Q4 2018

Jan 30, 2019

SELL
$61.6 - $74.72 $87,964 - $106,700
-1,428 Reduced 82.4%
305 $21,000
Q3 2018

Nov 01, 2018

SELL
$61.7 - $67.46 $4,812 - $5,261
-78 Reduced 4.31%
1,733 $119,000
Q2 2018

Aug 14, 2018

BUY
$50.01 - $62.69 $11,202 - $14,042
224 Added 14.11%
1,811 $115,000
Q1 2018

Apr 12, 2018

BUY
$52.03 - $64.14 $28,512 - $35,148
548 Added 52.74%
1,587 $86,000
Q4 2017

Feb 09, 2018

BUY
$63.27 - $69.55 $59,663 - $65,585
943 Added 982.29%
1,039 $66,000
Q3 2017

Nov 14, 2017

BUY
$69.91 - $75.36 $6,711 - $7,234
96
96 $7,000

Others Institutions Holding WELL

About WELLTOWER INC.


  • Ticker WELL
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 463,369,984
  • Market Cap $58.7B
  • 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...
More about WELL
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