Personal Cfo Solutions, LLC Welltower Inc. Transaction History

Personal Cfo Solutions, LLC

$600 Million
Q1 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 3,978 shares of WELL stock, worth $421,548. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,978

Previous 4,038 1.49%

Holding current value

$421,548

Previous $364,000 1.92%

% of portfolio

0.06%

Previous 0.07%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$86.51 - $94.25 $5,190 - $5,655	-60 Reduced 1.49%	3,978 $371,000
Q4 2023 Feb 13, 2024	BUY	$79.31 - $91.87 $60,989 - $70,648	769 Added 23.52%	4,038 $364,000
Q3 2023 Nov 13, 2023	BUY	$78.6 - $85.47 $8,881 - $9,658	113 Added 3.58%	3,269 $267,000
Q2 2023 Aug 10, 2023	SELL	$70.38 - $81.95 $42,439 - $49,415	-603 Reduced 16.04%	3,156 $255,000
Q1 2023 May 09, 2023	SELL	$65.76 - $78.05 $29,526 - $35,044	-449 Reduced 10.67%	3,759 $269,000

Q4 2022 Feb 14, 2023	BUY	$57.37 - $71.58 $22,087 - $27,558	385 Added 10.07%	4,208 $275,000
Q3 2022 Nov 01, 2022	BUY	$63.33 - $86.34 $2,533 - $3,453	40 Added 1.06%	3,823 $246,000
Q2 2022 Aug 05, 2022	SELL	$77.45 - $97.82 $19,904 - $25,139	-257 Reduced 6.36%	3,783 $312,000
Q1 2022 May 02, 2022	SELL	$79.67 - $98.31 $11,233 - $13,861	-141 Reduced 3.37%	4,040 $388,000
Q4 2021 Feb 11, 2022	SELL	$79.36 - $87.07 $25,157 - $27,601	-317 Reduced 7.05%	4,181 $359,000
Q3 2021 Nov 18, 2021	BUY	$82.4 - $89.68 $6,839 - $7,443	83 Added 1.88%	4,498 $371,000
Q2 2021 Jul 22, 2021	BUY	$71.04 - $84.02 $5,683 - $6,721	80 Added 1.85%	4,415 $367,000
Q1 2021 Apr 21, 2021	SELL	$59.79 - $74.55 $15,007 - $18,712	-251 Reduced 5.47%	4,335 $310,000
Q4 2020 Feb 09, 2021	SELL	$52.26 - $67.84 $10,922 - $14,178	-209 Reduced 4.36%	4,586 $296,000
Q3 2020 Nov 02, 2020	SELL	$49.2 - $61.12 $22,878 - $28,420	-465 Reduced 8.84%	4,795 $0
Q2 2020 Aug 03, 2020	BUY	$37.26 - $61.65 $372 - $616	10 Added 0.19%	5,260 $272,000
Q1 2020 Apr 30, 2020	BUY	$33.22 - $89.84 $40,096 - $108,436	1,207 Added 29.85%	5,250 $240,000
Q3 2019 Nov 13, 2019	BUY	$81.74 - $92.46 $330,474 - $373,815	4,043 New	4,043 $366,000

Others Institutions Holding WELL

# of Institutions

1,023

Shares Held

517M

Call Options Held

1.3M

Put Options Held

717K

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $49.1B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.

Account

Personal Cfo Solutions, LLC Welltower Inc. Transaction History