A detailed history of Mv Capital Management, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Mv Capital Management, Inc. holds 1,385 shares of WELL stock, worth $172,626. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,385
Previous 1,379 0.44%
Holding current value
$172,626
Previous $143,000 23.78%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 04, 2024

BUY
$104.0 - $129.74 $624 - $778
6 Added 0.44%
1,385 $177,000
Q2 2024

Aug 01, 2024

BUY
$88.31 - $105.01 $971 - $1,155
11 Added 0.8%
1,379 $143,000
Q1 2024

Apr 18, 2024

SELL
$86.51 - $94.25 $173 - $188
-2 Reduced 0.15%
1,368 $127,000
Q4 2023

Jan 29, 2024

BUY
$79.31 - $91.87 $2,458 - $2,847
31 Added 2.32%
1,370 $123,000
Q3 2023

Nov 07, 2023

BUY
$78.6 - $85.47 $943 - $1,025
12 Added 0.9%
1,339 $109,000
Q2 2023

Aug 03, 2023

BUY
$70.38 - $81.95 $5,067 - $5,900
72 Added 5.74%
1,327 $107,000
Q1 2023

Apr 26, 2023

BUY
$65.76 - $78.05 $2,104 - $2,497
32 Added 2.62%
1,255 $89,000
Q4 2022

Jan 27, 2023

SELL
$57.37 - $71.58 $10,498 - $13,099
-183 Reduced 13.02%
1,223 $0
Q3 2022

Oct 24, 2022

SELL
$63.33 - $86.34 $379 - $518
-6 Reduced 0.42%
1,406 $90,000
Q2 2022

Jul 19, 2022

SELL
$77.45 - $97.82 $2,168 - $2,738
-28 Reduced 1.94%
1,412 $116,000
Q1 2022

May 09, 2022

BUY
$79.67 - $98.31 $1,912 - $2,359
24 Added 1.69%
1,440 $138,000
Q4 2021

Feb 02, 2022

BUY
$79.36 - $87.07 $19,046 - $20,896
240 Added 20.41%
1,416 $121,000
Q3 2021

Nov 12, 2021

BUY
$82.4 - $89.68 $3,543 - $3,856
43 Added 3.8%
1,176 $97,000
Q2 2021

Aug 03, 2021

BUY
$71.04 - $84.02 $58,181 - $68,812
819 Added 260.83%
1,133 $94,000
Q1 2021

May 12, 2021

BUY
$59.79 - $74.55 $837 - $1,043
14 Added 4.67%
314 $22,000
Q3 2020

Nov 12, 2020

SELL
$49.2 - $61.12 $4,920 - $6,112
-100 Reduced 25.0%
300 $17,000
Q3 2017

Nov 15, 2017

BUY
$69.91 - $75.36 $27,964 - $30,144
400
400 $28,000

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 $57.8B
  • 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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