Avitas Wealth Management LLC
- SEC CIK
- 0001734565
- Latest filing
- Jan 27, 2025
WELL holding history
Welltower Inc. in every 13F filed by Avitas Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WELL overviewAll 13F holders of WELLFull Q4 2024 holdings
- Shares (Q4 2024)
- 24,294
- Value
- $3.06M
- % of portfolio
- 0.4%
- Quarters held
- 9
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 24,294 | $3.06M | 0.4% | +134+0.6% | Added | Holders |
| Q3 2024 | 24,160 | $3.09M | 0.4% | +340+1.4% | Added | Holders |
| Q2 2024 | 23,820 | $2.48M | 0.4% | +65+0.3% | Added | Holders |
| Q1 2024 | 23,755 | $2.22M | 0.3% | +281+1.2% | Added | Holders |
| Q4 2023 | 23,474 | $2.12M | 0.4% | +760+3.3% | Added | Holders |
| Q3 2023 | 22,714 | $1.86M | 0.4% | −185−0.8% | Reduced | Holders |
| Q2 2023 | 22,899 | $1.85M | 0.3% | +152+0.7% | Added | Holders |
| Q1 2023 | 22,747 | $1.63M | 0.3% | −233−1.0% | Reduced | Holders |
| Q4 2022 | 22,980 | $1.51M | 0.3% | +22,980 | New | Holders |