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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 		$1K Buy
+800
New +$72.4K ﹤0.01% 2136
2023
Q4 		– Sell
-3,400
Closed -$5K – 4434
2023
Q3 		$5K Hold
3,400
– – ﹤0.01% 2892
2023
Q2 		$7K Sell
3,400
-500
-13% -$38.5K ﹤0.01% 2483
2023
Q1 		$24K Sell
3,900
-12,400
-76% -$899K ﹤0.01% 1825
2022
Q4 		$40K Buy
16,300
+5,000
+44% +$321K ﹤0.01% 1740
2022
Q3 		$93K Buy
11,300
+6,600
+140% +$516K 0.01% 1443
2022
Q2 		$11K Sell
4,700
-25,200
-84% -$2.24M ﹤0.01% 3151
2022
Q1 		$5K Buy
29,900
+26,400
+754% +$2.29M ﹤0.01% 4187
2021
Q4 		$8K Buy
3,500
+300
+9% +$25K ﹤0.01% 3903
2021
Q3 		$4K Buy
+3,200
New +$275K ﹤0.01% 4691
2021
Q2 		– Sell
-22,800
Closed -$7K – 6446
2021
Q1 		$7K Buy
22,800
+21,200
+1,325% +$1.42M ﹤0.01% 4159
2020
Q4 		$1K Sell
1,600
-2,500
-61% -$152K ﹤0.01% 4611
2020
Q3 		$6K Sell
4,100
-59,300
-94% -$3.26M ﹤0.01% 3411
2020
Q2 		$246K Buy
63,400
+44,100
+228% +$2.17M 0.02% 759
2020
Q1 		$421K Buy
+19,300
New +$1.42M 0.02% 615
2019
Q1 		– Sell
-4,200
Closed -$10K – 4848
2018
Q4 		$10K Buy
+4,200
New +$286K ﹤0.01% 2549
2018
Q1 		– Sell
-7,100
Closed -$7K – 5314
2017
Q4 		$7K Sell
7,100
-1,200
-14% -$80.5K ﹤0.01% 3415
2017
Q3 		$6K Buy
8,300
+1,900
+30% +$138K ﹤0.01% 4271
2017
Q2 		$3K Sell
6,400
-13,100
-67% -$958K ﹤0.01% 5339
2017
Q1 		$8K Sell
19,500
-4,000
-17% -$270K ﹤0.01% 4314
2016
Q4 		$21K Buy
23,500
+200
+0.9% +$13.2K ﹤0.01% 3441
2016
Q3 		$21K Buy
23,300
+4,600
+25% +$352K ﹤0.01% 3387
2016
Q2 		$26K Sell
18,700
-15,300
-45% -$1.09M ﹤0.01% 3090
2016
Q1 		$52K Buy
34,000
+30,900
+997% +$1.99M ﹤0.01% 2300
2015
Q4 		$4K Buy
+3,100
New +$202K ﹤0.01% 5137

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.