Cetera Investment Advisers’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
102,884
+4,640
| +5% | +$713K | 0.03% | 609 |
|
|
2025
Q1 | $15.1M | Buy |
98,244
+11,499
| +13% | +$1.76M | 0.03% | 570 |
|
|
2024
Q4 | $10.9M | Sell |
86,745
-1,887
| -2% | -$238K | 0.02% | 674 |
|
|
2024
Q3 | $11.3M | Buy |
88,632
+2,941
| +3% | +$377K | 0.02% | 648 |
|
|
2024
Q2 | $8.93M | Buy |
85,691
+3,517
| +4% | +$367K | 0.02% | 719 |
|
|
2024
Q1 | $7.68M | Buy |
82,174
+69,078
| +527% | +$6.45M | 0.02% | 773 |
|
|
2023
Q4 | $1.18M | Buy |
13,096
+21
| +0.2% | +$1.89K | 0.01% | 1012 |
|
|
2023
Q3 | $1.07M | Sell |
13,075
-31
| -0.2% | -$2.54K | 0.01% | 1019 |
|
|
2023
Q2 | $1.06M | Sell |
13,106
-702
| -5% | -$56.8K | 0.01% | 1034 |
|
|
2023
Q1 | $990K | Sell |
13,808
-545
| -4% | -$39.1K | 0.01% | 1042 |
|
|
2022
Q4 | $941K | Buy |
14,353
+5,448
| +61% | +$357K | 0.01% | 1019 |
|
|
2022
Q3 | $573K | Sell |
8,905
-751
| -8% | -$48.3K | 0.01% | 931 |
|
|
2022
Q2 | $795K | Sell |
9,656
-441
| -4% | -$36.3K | 0.01% | 887 |
|
|
2022
Q1 | $971K | Sell |
10,097
-2,321
| -19% | -$223K | 0.01% | 833 |
|
|
2021
Q4 | $1.07M | Buy |
12,418
+587
| +5% | +$50.3K | 0.02% | 788 |
|
|
2021
Q3 | $975K | Sell |
11,831
-236
| -2% | -$19.4K | 0.02% | 777 |
|
|
2021
Q2 | $1M | Buy |
12,067
+372
| +3% | +$30.9K | 0.02% | 778 |
|
|
2021
Q1 | $838K | Sell |
11,695
-1,788
| -13% | -$128K | 0.02% | 743 |
|
|
2020
Q4 | $871K | Buy |
+13,483
| New | +$871K | 0.02% | 718 |
|
|
2020
Q1 | – | Sell |
-3,649
| Closed | -$297K | – | 626 |
|
|
2019
Q4 | $297K | Sell |
3,649
-45
| -1% | -$3.66K | 0.03% | 453 |
|
|
2019
Q3 | $336K | Buy |
3,694
+404
| +12% | +$36.7K | 0.04% | 387 |
|
|
2019
Q2 | $267K | Buy |
+3,290
| New | +$267K | 0.03% | 417 |
|
|
2017
Q3 | – | Sell |
-3,004
| Closed | -$222K | – | 415 |
|
|
2017
Q2 | $222K | Sell |
3,004
-40
| -1% | -$2.96K | 0.05% | 339 |
|
|
2017
Q1 | $213K | Buy |
+3,044
| New | +$213K | 0.06% | 329 |
|