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Cutler Group’s Welltower WELL Stock Holding History

Cutler Group’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$210K Buy
+2,253
New +$204K 0.07% 271
2023
Q4 		– Sell
-2,403
Closed -$208K – 4433
2023
Q3 		$196K Buy
2,403
+588
+32% +$48.4K 0.02% 763
2023
Q2 		$146K Buy
1,815
+1,381
+318% +$106K 0.02% 757
2023
Q1 		$31K Buy
+434
New +$31.5K ﹤0.01% 1663
2022
Q4 		– Sell
-6,968
Closed -$448K – 5324
2022
Q3 		$448K Buy
6,968
+5,168
+287% +$404K 0.03% 582
2022
Q2 		$148K Buy
1,800
+898
+100% +$79.9K 0.01% 1185
2022
Q1 		$86K Buy
902
+900
+45,000% +$78.2K ﹤0.01% 1810
2021
Q4 		$0 Buy
+2
New +$167 ﹤0.01% 6178
2021
Q2 		– Sell
-3,120
Closed -$239K – 6445
2021
Q1 		$223K Buy
+3,120
New +$210K 0.01% 1196
2020
Q4 		– Sell
-2,250
Closed -$137K – 5571
2020
Q3 		$123K Sell
2,250
-12,416
-85% -$682K 0.01% 1195
2020
Q2 		$758K Buy
14,666
+4,580
+45% +$225K 0.05% 365
2020
Q1 		$461K Buy
10,086
+9,653
+2,229% +$712K 0.02% 583
2019
Q4 		$35K Buy
+433
New +$37.1K ﹤0.01% 1880
2019
Q2 		– Sell
-292
Closed -$23K – 4875
2019
Q1 		$22K Sell
292
-4,070
-93% -$305K ﹤0.01% 1999
2018
Q4 		$302K Buy
4,362
+4,305
+7,553% +$293K 0.03% 479
2018
Q3 		$3K Buy
+57
New +$3.68K ﹤0.01% 3390
2018
Q1 		– Sell
-1,596
Closed -$90.1K – 5313
2017
Q4 		$101K Buy
1,596
+772
+94% +$51.8K ﹤0.01% 1369
2017
Q3 		$57K Buy
+824
New +$59.9K ﹤0.01% 2129
2017
Q1 		– Sell
-877
Closed -$59.2K – 7316
2016
Q4 		$58K Buy
+877
New +$58.1K ﹤0.01% 2397
2016
Q2 		– Sell
-2,319
Closed -$165K – 7379
2016
Q1 		$160K Buy
2,319
+2,267
+4,360% +$146K 0.01% 1175
2015
Q4 		$3K Buy
+52
New +$3.39K ﹤0.01% 5396

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cutler Group's WELL Position: Q1 2024 in Review

Cutler Group opened a new position in Welltower (WELL) in Q1 2024: 2,253 shares worth $210K. The stake represents 0.07% of the portfolio and ranks #271 among its holdings. This is a return to the name: Cutler Group previously reported a position in WELL as recently as Q3 2023.

Cutler Group first reported a position in WELL in Q4 2015 and has held it in 21 quarters since. The position peaked at $758K in Q2 2020. 962 funds tracked by Wall St. Rank hold WELL as of Q1 2024.

  • Cutler Group held 2,253 shares of Welltower worth $210K as of Q1 2024.
  • Welltower was a new Cutler Group position in Q1 2024.
  • Welltower made up 0.07% of Cutler Group's portfolio in Q1 2024, its #271 holding.
  • Cutler Group first reported a position in Welltower in Q4 2015 and has held it in 21 quarters since.
  • Cutler Group's Welltower position peaked at $758K in Q2 2020.
  • 962 funds tracked by Wall St. Rank held Welltower as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.