A detailed history of Cva Family Office, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Cva Family Office, LLC holds 560 shares of WELL stock, worth $59,628. This represents 0.01% of its overall portfolio holdings.

Number of Shares
560
Previous 555 0.9%
Holding current value
$59,628
Previous $50,000 4.0%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024

BUY
$86.51 - $94.25 $432 - $471
5 Added 0.9%
560 $52,000
Q4 2023

Jan 16, 2024

BUY
$79.31 - $91.87 $44,017 - $50,987
555 New
555 $50,000
Q2 2023

Jul 10, 2023

SELL
$70.38 - $81.95 $351 - $409
-5 Reduced 1.61%
305 $24,000
Q1 2023

Apr 26, 2023

BUY
$65.76 - $78.05 $9,535 - $11,317
145 Added 87.88%
310 $22,000
Q4 2022

Feb 21, 2023

SELL
$57.37 - $71.58 $21,226 - $26,484
-370 Reduced 69.16%
165 $10,000
Q3 2022

Nov 22, 2022

SELL
$63.33 - $86.34 $18,365 - $25,038
-290 Reduced 35.15%
535 $34,000
Q1 2022

Apr 22, 2022

SELL
$79.67 - $98.31 $1,035 - $1,278
-13 Reduced 1.55%
825 $79,000
Q4 2021

Jan 25, 2022

SELL
$79.36 - $87.07 $11,427 - $12,538
-144 Reduced 14.66%
838 $72,000
Q3 2021

Oct 12, 2021

BUY
$82.4 - $89.68 $11,041 - $12,017
134 Added 15.8%
982 $54,000
Q2 2021

Jul 13, 2021

BUY
$71.04 - $84.02 $34,099 - $40,329
480 Added 130.43%
848 $70,000
Q1 2021

Apr 14, 2021

SELL
$59.79 - $74.55 $34,678 - $43,239
-580 Reduced 61.18%
368 $26,000
Q4 2020

Jan 15, 2021

SELL
$52.26 - $67.84 $1,776 - $2,306
-34 Reduced 3.46%
948 $61,000
Q2 2020

Jul 31, 2020

BUY
$37.26 - $61.65 $3,241 - $5,363
87 Added 9.72%
982 $51,000
Q1 2020

May 28, 2020

BUY
$33.22 - $89.84 $29,731 - $80,406
895 New
895 $41,000

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 $49.3B
  • 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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