Cambridge Investment Research Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.15M | Buy |
39,987
+4,736
| +13% | +$728K | 0.02% | 739 |
|
|
2025
Q1 | $5.4M | Sell |
35,251
-306
| -0.9% | -$46.9K | 0.02% | 765 |
|
|
2024
Q4 | $4.48M | Buy |
35,557
+1,045
| +3% | +$132K | 0.02% | 866 |
|
|
2024
Q3 | $4.42M | Buy |
34,512
+3,222
| +10% | +$413K | 0.02% | 865 |
|
|
2024
Q2 | $3.26M | Sell |
31,290
-996
| -3% | -$104K | 0.01% | 981 |
|
|
2024
Q1 | $3.02M | Sell |
32,286
-1,423
| -4% | -$133K | 0.01% | 1029 |
|
|
2023
Q4 | $3.04M | Sell |
33,709
-1,943
| -5% | -$175K | 0.01% | 964 |
|
|
2023
Q3 | $2.92M | Sell |
35,652
-3,227
| -8% | -$264K | 0.01% | 934 |
|
|
2023
Q2 | $3.15M | Sell |
38,879
-6,351
| -14% | -$514K | 0.01% | 890 |
|
|
2023
Q1 | $3.24M | Sell |
45,230
-1,032
| -2% | -$74K | 0.02% | 853 |
|
|
2022
Q4 | $3.03M | Sell |
46,262
-42
| -0.1% | -$2.75K | 0.02% | 856 |
|
|
2022
Q3 | $2.98M | Buy |
46,304
+3,467
| +8% | +$223K | 0.02% | 826 |
|
|
2022
Q2 | $3.53M | Buy |
42,837
+3,257
| +8% | +$268K | 0.02% | 760 |
|
|
2022
Q1 | $3.81M | Sell |
39,580
-82
| -0.2% | -$7.88K | 0.02% | 776 |
|
|
2021
Q4 | $3.4M | Sell |
39,662
-2,335
| -6% | -$200K | 0.02% | 847 |
|
|
2021
Q3 | $3.46M | Sell |
41,997
-1,044
| -2% | -$86K | 0.02% | 791 |
|
|
2021
Q2 | $3.58M | Buy |
43,041
+824
| +2% | +$68.5K | 0.02% | 786 |
|
|
2021
Q1 | $3.02M | Buy |
42,217
+170
| +0.4% | +$12.2K | 0.02% | 799 |
|
|
2020
Q4 | $2.72M | Sell |
42,047
-15,838
| -27% | -$1.02M | 0.02% | 769 |
|
|
2020
Q3 | $3.19M | Buy |
57,885
+796
| +1% | +$43.9K | 0.02% | 595 |
|
|
2020
Q2 | $2.95M | Sell |
57,089
-20,807
| -27% | -$1.08M | 0.02% | 615 |
|
|
2020
Q1 | $3.57M | Sell |
77,896
-2,304
| -3% | -$105K | 0.03% | 475 |
|
|
2019
Q4 | $6.56M | Buy |
80,200
+1,116
| +1% | +$91.3K | 0.05% | 371 |
|
|
2019
Q3 | $7.17M | Sell |
79,084
-3,766
| -5% | -$341K | 0.06% | 301 |
|
|
2019
Q2 | $6.76M | Sell |
82,850
-3,061
| -4% | -$250K | 0.06% | 302 |
|
|
2019
Q1 | $6.67M | Sell |
85,911
-523
| -0.6% | -$40.6K | 0.06% | 280 |
|
|
2018
Q4 | $6M | Sell |
86,434
-1,631
| -2% | -$113K | 0.07% | 267 |
|
|
2018
Q3 | $5.66M | Buy |
88,065
+7,001
| +9% | +$450K | 0.05% | 334 |
|
|
2018
Q2 | $5.08M | Sell |
81,064
-29,726
| -27% | -$1.86M | 0.05% | 323 |
|
|
2018
Q1 | $6.03M | Buy |
110,790
+3,307
| +3% | +$180K | 0.07% | 272 |
|
|
2017
Q4 | $6.85M | Buy |
107,483
+9,296
| +9% | +$593K | 0.08% | 244 |
|
|
2017
Q3 | $6.9M | Buy |
98,187
+1,620
| +2% | +$114K | 0.09% | 207 |
|
|
2017
Q2 | $7.23M | Buy |
96,567
+542
| +0.6% | +$40.6K | 0.11% | 176 |
|
|
2017
Q1 | $6.8M | Buy |
96,025
+6,856
| +8% | +$486K | 0.12% | 160 |
|
|
2016
Q4 | $5.97M | Buy |
89,169
+4,749
| +6% | +$318K | 0.11% | 165 |
|
|
2016
Q3 | $6.31M | Buy |
84,420
+6,960
| +9% | +$520K | 0.12% | 154 |
|
|
2016
Q2 | $5.9M | Buy |
77,460
+15,386
| +25% | +$1.17M | 0.13% | 149 |
|
|
2016
Q1 | $4.3M | Buy |
62,074
+1,838
| +3% | +$127K | 0.1% | 189 |
|
|
2015
Q4 | $4.1M | Buy |
60,236
+29,899
| +99% | +$2.03M | 0.1% | 203 |
|
|
2015
Q3 | $2.05M | Sell |
30,337
-24,305
| -44% | -$1.65M | 0.06% | 304 |
|
|
2015
Q2 | $3.59M | Buy |
54,642
+6,071
| +12% | +$398K | 0.1% | 203 |
|
|
2015
Q1 | $3.76M | Buy |
48,571
+258
| +0.5% | +$20K | 0.11% | 198 |
|
|
2014
Q4 | $3.66M | Sell |
48,313
-1,949
| -4% | -$147K | 0.11% | 175 |
|
|
2014
Q3 | $3.14M | Buy |
50,262
+3,171
| +7% | +$198K | 0.09% | 210 |
|
|
2014
Q2 | $2.95M | Buy |
47,091
+320
| +0.7% | +$20.1K | 0.1% | 192 |
|
|
2014
Q1 | $2.79M | Buy |
46,771
+7,860
| +20% | +$469K | 0.11% | 181 |
|
|
2013
Q4 | $2.08M | Sell |
38,911
-737
| -2% | -$39.5K | 0.09% | 224 |
|
|
2013
Q3 | $2.47M | Buy |
39,648
+1,994
| +5% | +$124K | 0.11% | 184 |
|
|
2013
Q2 | $2.52M | Buy |
+37,654
| New | +$2.52M | 0.13% | 157 |
|