Corda Investment Management, Llc. Welltower Inc. Transaction History

Corda Investment Management, Llc.

  • $1.33 Billion
  • Q2 2025

A detailed history of Corda Investment Management, Llc. transactions in Welltower Inc. stock. As of the latest transaction made, Corda Investment Management, Llc. holds 291,681 shares of WELL stock, worth $49 Million. This represents 3.37% of its overall portfolio holdings.

Number of Shares
291,681
Previous 299,941 2.75%
Holding current value
$49 Million
Previous $46 Million 2.42%
% of portfolio
3.37%
Previous 3.74%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$136.49 - $155.22 $1.13 Million - $1.28 Million
-8,260 Reduced 2.75%
291,681 $44.8 Million
Q1 2025

Apr 30, 2025
SELL
$124.05 - $156.86 $7.19 Million - $9.09 Million
-57,975 Reduced 16.2%
299,941 $46 Million
Q4 2024

Feb 05, 2025
SELL
$123.11 - $139.3 $1.29 Million - $1.46 Million
-10,472 Reduced 2.84%
357,916 $45.1 Million
Q3 2024

Oct 29, 2024
SELL
$104.0 - $129.74 $6.12 Million - $7.64 Million
-58,857 Reduced 13.78%
368,388 $47.2 Million
Q2 2024

Jul 30, 2024
SELL
$88.31 - $105.01 $1.16 Million - $1.38 Million
-13,168 Reduced 2.99%
427,245 $44.5 Million
Q1 2024

Apr 30, 2024
SELL
$86.51 - $94.25 $2.11 Million - $2.3 Million
-24,384 Reduced 5.25%
440,413 $41.2 Million
Q4 2023

Feb 12, 2024
SELL
$79.31 - $91.87 $3.28 Million - $3.8 Million
-41,310 Reduced 8.16%
464,797 $41.9 Million
Q3 2023

Nov 07, 2023
SELL
$78.6 - $85.47 $2.1 Million - $2.28 Million
-26,667 Reduced 5.01%
506,107 $41.5 Million
Q2 2023

Aug 10, 2023
SELL
$70.38 - $81.95 $3.66 Million - $4.26 Million
-52,003 Reduced 8.89%
532,774 $43.1 Million
Q1 2023

May 04, 2023
SELL
$65.76 - $78.05 $589,867 - $700,108
-8,970 Reduced 1.51%
584,777 $41.9 Million
Q4 2022

Feb 06, 2023
BUY
$57.37 - $71.58 $3.49 Million - $4.36 Million
60,867 Added 11.42%
593,747 $38.9 Million
Q3 2022

Nov 09, 2022
BUY
$63.33 - $86.34 $2.03 Million - $2.76 Million
32,007 Added 6.39%
532,880 $34.3 Million
Q2 2022

Aug 10, 2022
SELL
$77.45 - $97.82 $693,797 - $876,271
-8,958 Reduced 1.76%
500,873 $41.2 Million
Q1 2022

May 10, 2022
SELL
$79.67 - $98.31 $826,496 - $1.02 Million
-10,374 Reduced 1.99%
509,831 $49 Million
Q4 2021

Feb 08, 2022
SELL
$79.36 - $87.07 $425,052 - $466,346
-5,356 Reduced 1.02%
520,205 $44.6 Million
Q3 2021

Nov 15, 2021
SELL
$82.4 - $89.68 $538,896 - $586,507
-6,540 Reduced 1.23%
525,561 $43.3 Million
Q2 2021

Aug 11, 2021
SELL
$71.04 - $84.02 $558,303 - $660,313
-7,859 Reduced 1.46%
532,101 $44.2 Million
Q1 2021

May 12, 2021
BUY
$59.79 - $74.55 $242,029 - $301,778
4,048 Added 0.76%
539,960 $38.7 Million
Q4 2020

Feb 11, 2021
BUY
$52.26 - $67.84 $178,154 - $231,266
3,409 Added 0.64%
535,912 $34.6 Million
Q3 2020

Nov 04, 2020
BUY
$49.2 - $61.12 $376,921 - $468,240
7,661 Added 1.46%
532,503 $29.3 Million
Q2 2020

Aug 11, 2020
BUY
$37.26 - $61.65 $164,763 - $272,616
4,422 Added 0.85%
524,842 $27.2 Million
Q1 2020

May 08, 2020
BUY
$33.22 - $89.84 $1.91 Million - $5.17 Million
57,530 Added 12.43%
520,420 $23.8 Million
Q4 2019

Feb 11, 2020
SELL
$77.4 - $92.21 $601,088 - $716,102
-7,766 Reduced 1.65%
462,890 $37.9 Million
Q3 2019

Oct 30, 2019
SELL
$81.74 - $92.46 $597,682 - $676,067
-7,312 Reduced 1.53%
470,656 $42.7 Million
Q2 2019

Aug 09, 2019
SELL
$71.76 - $84.63 $951,394 - $1.12 Million
-13,258 Reduced 2.7%
477,968 $39 Million
Q1 2019

May 13, 2019
SELL
$67.29 - $78.72 $404,345 - $473,028
-6,009 Reduced 1.21%
491,226 $38.1 Million
Q4 2018

Feb 08, 2019
SELL
$61.6 - $74.72 $122,892 - $149,066
-1,995 Reduced 0.4%
497,235 $34.5 Million
Q3 2018

Nov 06, 2018
BUY
$61.7 - $67.46 $449,422 - $491,378
7,284 Added 1.48%
499,230 $32.1 Million
Q2 2018

Aug 09, 2018
BUY
$50.01 - $62.69 $1.22 Million - $1.52 Million
24,319 Added 5.2%
491,946 $30.8 Million
Q1 2018

May 14, 2018
BUY
$52.03 - $64.14 $5.49 Million - $6.76 Million
105,427 Added 29.11%
467,627 $25.5 Million
Q4 2017

Feb 13, 2018
BUY
$63.27 - $69.55 $4.94 Million - $5.43 Million
78,135 Added 27.51%
362,200 $23.1 Million
Q3 2017

Nov 13, 2017
BUY
$69.91 - $75.36 $19.9 Million - $21.4 Million
284,065
284,065 $20 Million

Others Institutions Holding WELL

# of Institutions
1,383
Shares Held
584M
Call Options Held
1.67M
Put Options Held
1.24M
View Full List

About WELLTOWER INC.

WELL Quotes by TradingView
  • Ticker WELL
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 463,369,984
  • Market Cap $77.9B
  • 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...
More about WELL
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