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Insider Information:   Estes Scott A
Relationship:   Director
City:   Toledo
State:   OH
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   276,716    

Indirect Shares

   0      
Direct Value   $15,623,886    

Indirect Value

   $0      
Total Shares   276,716      
Total Value   $15,623,886      


Welltower Inc $12,085,822 Jbg Smith Properties $740,000 Essential Properties Realty Trust, Inc. $2,620,541 American Healthcare REIT, Inc $177,524 Welltower Inc $12,085,822 Jbg Smith Properties $740,000 Essential Properties Realty Trust, Inc. $2,620,541 American Healthcare REIT, Inc $177,524
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    4   
    0    

     Stock price went up :
    3   
    0    
     Stock price went down :
    1   
    0    
   
     Gain/Loss Ratio :
   3.0   
   0.0   
     Percentage Gain/Loss :
   27.5%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Welltower Inc WELL EVP and CFO 2017-01-31 119,319 2004-01-15 0    Premium*  
            Jbg Smith Properties JBGS Director 2022-08-23 50,000 2017-11-17 0    Premium*  
            Essential Properties Realty Trus... EPRT Director 2023-06-15 95,154 2018-06-25 0    Premium*  
            American Healthcare REIT, Inc AHR Director 2024-02-09 12,243 2022-08-30 0    Premium*  
* Premium Members only  

Records found :    118         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 5
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
WELL Welltower Inc Vice President-Finance   •       –      –    2004-01-15 4 D $36.68 $19,697 D/D (537) 6,463 -
WELL Welltower Inc Vice President-Finance   •       –      –    2004-01-26 4 A $0.00 $0 D/D 3,565 10,028 -
WELL Welltower Inc Vice President-Finance   •       –      –    2005-01-15 4 D $34.64 $29,202 D/D (843) 9,185 -
WELL Welltower Inc Vice President-Finance   •       –      –    2005-01-24 4 A $0.00 $0 D/D 3,368 12,553 -
WELL Welltower Inc officerTitle   •       –      –    2006-01-15 4 D $36.23 $38,947 D/D (1,075) 11,478 -
WELL Welltower Inc officerTitle   •       –      –    2006-01-23 4 A $0.00 $0 D/D 3,545 15,023 -
WELL Welltower Inc Senior Vice President and CFO   •       –      –    2006-03-23 4 A $0.00 $0 D/D 5,299 20,322 -
WELL Welltower Inc Senior Vice President and CFO   •       –      –    2007-01-15 4 D $44.79 $58,227 D/D (1,300) 19,022 0 -
WELL Welltower Inc Senior Vice President and CFO   •       –      –    2007-01-22 4 A $0.00 $0 D/D 6,506 25,528 0 -
WELL Welltower Inc officerTitle   •       –      –    2007-03-05 4 S $42.94 $53,675 D/D (1,250) 24,278 0 -
WELL Welltower Inc Senior Vice President and CFO   •       –      –    2007-03-23 4 D $45.47 $16,233 D/D (357) 23,921 0 -
WELL Welltower Inc Senior Vice President and CFO   •       –      –    2008-01-15 4 D $42.89 $73,771 D/D (1,720) 22,201 0 -
WELL Welltower Inc Senior Vice President and CFO   •       –      –    2008-01-21 4 A $0.00 $0 D/D 8,383 30,584 0 -
WELL Welltower Inc Senior Vice President and CFO   •       –      –    2008-03-23 4 D $45.53 $16,254 D/D (357) 30,227 0 -
WELL Welltower Inc Senior Vice President and CFO   •       –      –    2008-05-15 4 S $49.00 $43,267 D/D (883) 29,344 0 -
WELL Welltower Inc Senior Vice President and CFO   •       –      –    2009-01-15 4 D $37.35 $67,977 D/D (1,820) 27,524 0 -
WELL Welltower Inc EVP and CFO   •       –      –    2009-01-29 4 A $0.00 $0 D/D 12,008 39,532 0 -
WELL Welltower Inc EVP and CFO   •       –      –    2009-03-23 4 D $34.82 $12,431 D/D (357) 39,175 0 -
WELL Welltower Inc EVP and CFO   •       –      –    2010-01-15 4 D $44.30 $105,656 D/D (2,385) 36,790 0 -
WELL Welltower Inc EVP and CFO   •       –      –    2010-01-28 4 A $0.00 $0 D/D 12,885 49,675 0 -
WELL Welltower Inc EVP and CFO   •       –      –    2010-03-23 4 D $46.25 $16,511 D/D (357) 49,318 0 -
WELL Welltower Inc EVP and CFO   •       –      –    2011-01-15 4 D $47.05 $140,774 D/D (2,992) 46,326 0 -
WELL Welltower Inc EVP and CFO   •       –      –    2011-01-27 4 A $0.00 $0 D/D 11,411 57,737 0 -
WELL Welltower Inc EVP and CFO   •       –      –    2011-03-23 4 D $50.45 $17,960 D/D (356) 57,381 0 -
WELL Welltower Inc EVP and CFO   •       –      –    2011-10-24 4 OE $37.00 $55,500 D/D 1,500 58,881 0 -
  118  Records found
  1  2   3   4   5      
  Page 1 of 5  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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