Cetera Investment Advisers’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $51.7M | Buy |
227,903
+24,400
| +12% | +$5.16M | 0.05% | 396 |
|
|
2026
Q1 | $40.2M | Sell |
203,503
-1,299
| -0.6% | -$257K | 0.04% | 442 |
|
|
2025
Q4 | $38M | Buy |
204,802
+40,028
| +24% | +$7.48M | 0.04% | 425 |
|
|
2025
Q3 | $29.4M | Buy |
164,774
+61,890
| +60% | +$10.2M | 0.03% | 493 |
|
|
2025
Q2 | $15.8M | Buy |
102,884
+4,640
| +5% | +$693K | 0.03% | 609 |
|
|
2025
Q1 | $15.1M | Buy |
98,244
+11,499
| +13% | +$1.64M | 0.03% | 570 |
|
|
2024
Q4 | $10.9M | Sell |
86,745
-1,887
| -2% | -$248K | 0.02% | 674 |
|
|
2024
Q3 | $11.3M | Buy |
88,632
+2,941
| +3% | +$343K | 0.02% | 648 |
|
|
2024
Q2 | $8.93M | Buy |
85,691
+3,517
| +4% | +$345K | 0.02% | 719 |
|
|
2024
Q1 | $7.68M | Buy |
82,174
+69,078
| +527% | +$6.25M | 0.02% | 773 |
|
|
2023
Q4 | $1.18M | Buy |
13,096
+21
| +0.2% | +$1.82K | 0.01% | 1012 |
|
|
2023
Q3 | $1.07M | Sell |
13,075
-31
| -0.2% | -$2.55K | 0.01% | 1019 |
|
|
2023
Q2 | $1.06M | Sell |
13,106
-702
| -5% | -$54.1K | 0.01% | 1034 |
|
|
2023
Q1 | $990K | Sell |
13,808
-545
| -4% | -$39.5K | 0.01% | 1042 |
|
|
2022
Q4 | $941K | Buy |
14,353
+5,448
| +61% | +$350K | 0.01% | 1019 |
|
|
2022
Q3 | $573K | Sell |
8,905
-751
| -8% | -$58.7K | 0.01% | 931 |
|
|
2022
Q2 | $795K | Sell |
9,656
-441
| -4% | -$39.2K | 0.01% | 887 |
|
|
2022
Q1 | $971K | Sell |
10,097
-2,321
| -19% | -$202K | 0.01% | 833 |
|
|
2021
Q4 | $1.06M | Buy |
12,418
+587
| +5% | +$48.9K | 0.02% | 788 |
|
|
2021
Q3 | $975K | Sell |
11,831
-236
| -2% | -$20.3K | 0.02% | 777 |
|
|
2021
Q2 | $1M | Buy |
12,067
+372
| +3% | +$28.5K | 0.02% | 778 |
|
|
2021
Q1 | $838K | Sell |
11,695
-1,788
| -13% | -$120K | 0.02% | 743 |
|
|
2020
Q4 | $871K | Buy |
+13,483
| New | +$818K | 0.02% | 718 |
|
|
2020
Q1 | – | Sell |
-3,649
| Closed | -$297K | – | 627 |
|
|
2019
Q4 | $297K | Sell |
3,649
-45
| -1% | -$3.85K | 0.03% | 453 |
|
|
2019
Q3 | $336K | Buy |
3,694
+404
| +12% | +$35.2K | 0.04% | 387 |
|
|
2019
Q2 | $267K | Buy |
+3,290
| New | +$259K | 0.03% | 417 |
|
|
2017
Q3 | – | Sell |
-3,004
| Closed | -$222K | – | 416 |
|
|
2017
Q2 | $222K | Sell |
3,004
-40
| -1% | -$2.92K | 0.05% | 339 |
|
|
2017
Q1 | $213K | Buy |
+3,044
| New | +$205K | 0.06% | 329 |
|
Other funds holding WELL
Cetera Investment Advisers's WELL Position: Q2 2026 in Review
Cetera Investment Advisers increased its Welltower (WELL) stake by 12% in Q2 2026, buying an estimated $5.16M and bringing the position to 227,903 shares worth $51.7M. The position accounts for 0.05% of the portfolio, ranked #396.
Cetera Investment Advisers first reported a position in WELL in Q1 2017 and has held it in 28 quarters since. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Cetera Investment Advisers held 227,903 shares of Welltower worth $51.7M as of Q2 2026.
- Cetera Investment Advisers bought 24,400 Welltower shares in Q2 2026, an estimated $5.16M.
- Welltower made up 0.05% of Cetera Investment Advisers's portfolio in Q2 2026, its #396 holding.
- Cetera Investment Advisers first reported a position in Welltower in Q1 2017 and has held it in 28 quarters since.
- 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.