Cetera Advisor Networks’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.75M | Buy |
50,824
+2,676
| +6% | +$242K | 0.02% | 651 |
|
|
2023
Q4 | $4.34M | Buy |
48,148
+694
| +1% | +$60.2K | 0.02% | 633 |
|
|
2023
Q3 | $3.89M | Buy |
47,454
+2,530
| +6% | +$208K | 0.02% | 624 |
|
|
2023
Q2 | $3.63M | Sell |
44,924
-1,932
| -4% | -$149K | 0.03% | 632 |
|
|
2023
Q1 | $3.36M | Buy |
46,856
+1,480
| +3% | +$107K | 0.02% | 644 |
|
|
2022
Q4 | $2.97M | Buy |
45,376
+8,209
| +22% | +$528K | 0.02% | 646 |
|
|
2022
Q3 | $2.39M | Sell |
37,167
-438
| -1% | -$34.2K | 0.03% | 525 |
|
|
2022
Q2 | $3.1M | Sell |
37,605
-605
| -2% | -$53.8K | 0.04% | 440 |
|
|
2022
Q1 | $3.67M | Sell |
38,210
-693
| -2% | -$60.2K | 0.04% | 413 |
|
|
2021
Q4 | $3.34M | Buy |
38,903
+4,481
| +13% | +$374K | 0.04% | 422 |
|
|
2021
Q3 | $2.84M | Sell |
34,422
-2,892
| -8% | -$249K | 0.04% | 444 |
|
|
2021
Q2 | $3.1M | Buy |
37,314
+25,253
| +209% | +$1.93M | 0.04% | 391 |
|
|
2021
Q1 | $864K | Buy |
12,061
+925
| +8% | +$62.1K | 0.02% | 632 |
|
|
2020
Q4 | $720K | Sell |
11,136
-10
| -0.1% | -$607 | 0.02% | 655 |
|
|
2020
Q3 | $614K | Sell |
11,146
-494
| -4% | -$27.1K | 0.02% | 629 |
|
|
2020
Q2 | $602K | Sell |
11,640
-923
| -7% | -$45.4K | 0.02% | 622 |
|
|
2020
Q1 | $575K | Sell |
12,563
-2,495
| -17% | -$184K | 0.02% | 574 |
|
|
2019
Q4 | $1.23M | Buy |
15,058
+528
| +4% | +$45.2K | 0.03% | 434 |
|
|
2019
Q3 | $1.32M | Buy |
14,530
+1,328
| +10% | +$116K | 0.04% | 384 |
|
|
2019
Q2 | $1.07M | Buy |
13,202
+1,148
| +10% | +$90.2K | 0.03% | 432 |
|
|
2019
Q1 | $939K | Buy |
12,054
+1,109
| +10% | +$83.2K | 0.03% | 439 |
|
|
2018
Q4 | $760K | Sell |
10,945
-6,662
| -38% | -$453K | 0.03% | 453 |
|
|
2018
Q3 | $1.14M | Buy |
+17,607
| New | +$1.14M | 0.04% | 366 |
|
|
2018
Q2 | – | Sell |
-15,591
| Closed | -$846K | – | 986 |
|
|
2018
Q1 | $846K | Sell |
15,591
-9,783
| -39% | -$552K | 0.04% | 370 |
|
|
2017
Q4 | $1.63M | Sell |
25,374
-2,632
| -9% | -$177K | 0.07% | 242 |
|
|
2017
Q3 | $1.97M | Sell |
28,006
-1,129
| -4% | -$82.1K | 0.09% | 194 |
|
|
2017
Q2 | $2.17M | Sell |
29,135
-2,164
| -7% | -$158K | 0.1% | 179 |
|
|
2017
Q1 | $2.21M | Buy |
31,299
+1,431
| +5% | +$96.5K | 0.11% | 185 |
|
|
2016
Q4 | $1.99M | Sell |
29,868
-3,783
| -11% | -$251K | 0.1% | 190 |
|
|
2016
Q3 | $2.52M | Buy |
33,651
+11,761
| +54% | +$901K | 0.1% | 194 |
|
|
2016
Q2 | $1.67M | Buy |
21,890
+3,273
| +18% | +$232K | 0.1% | 206 |
|
|
2016
Q1 | $1.29M | Sell |
18,617
-1,516
| -8% | -$97.7K | 0.08% | 228 |
|
|
2015
Q4 | $1.37M | Buy |
20,133
+1,872
| +10% | +$122K | 0.09% | 220 |
|
|
2015
Q3 | $1.24M | Buy |
18,261
+2,055
| +13% | +$137K | 0.08% | 231 |
|
|
2015
Q2 | $1.25M | Hold |
16,206
| – | – | 0.08% | 248 |
|
|
2015
Q1 | $1.25M | Buy |
+16,206
| New | +$1.28M | 0.08% | 249 |
|
|
2014
Q4 | – | Sell |
-26,525
| Closed | -$1.66M | – | 879 |
|
|
2014
Q3 | $1.66M | Sell |
26,525
-405
| -2% | -$26.1K | 0.11% | 188 |
|
|
2014
Q2 | $1.7M | Buy |
26,930
+14,334
| +114% | +$902K | 0.11% | 199 |
|
|
2014
Q1 | $751K | Buy |
12,596
+3,192
| +34% | +$182K | 0.05% | 343 |
|
|
2013
Q4 | $503K | Buy |
9,404
+1,845
| +24% | +$110K | 0.04% | 404 |
|
|
2013
Q3 | $471K | Buy |
7,559
+971
| +15% | +$61.8K | 0.04% | 368 |
|
|
2013
Q2 | $443K | Buy |
+6,588
| New | +$468K | 0.04% | 342 |
|
Other funds holding WELL
Cetera Advisor Networks's WELL Position: Q1 2024 in Review
Cetera Advisor Networks increased its Welltower (WELL) stake by 5.6% in Q1 2024, buying an estimated $242K and bringing the position to 50,824 shares worth $4.75M. The position accounts for 0.02% of the portfolio, ranked #651.
Cetera Advisor Networks first reported a position in WELL in Q2 2013 and has held it in 42 quarters since. 963 funds tracked by Wall St. Rank hold WELL as of Q1 2024.
- Cetera Advisor Networks held 50,824 shares of Welltower worth $4.75M as of Q1 2024.
- Cetera Advisor Networks bought 2,676 Welltower shares in Q1 2024, an estimated $242K.
- Welltower made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #651 holding.
- Cetera Advisor Networks first reported a position in Welltower in Q2 2013 and has held it in 42 quarters since.
- 963 funds tracked by Wall St. Rank held Welltower as of Q1 2024.
Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.