Cambridge Investment Research Advisors, Inc. Welltower Inc. Transaction History

Cambridge Investment Research Advisors, Inc.

$29.4 Billion
Q3 2024

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 34,512 shares of WELL stock, worth $4.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

34,512

Previous 31,290 10.3%

Holding current value

$4.3 Million

Previous $3.26 Million 35.47%

% of portfolio

0.02%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$104.0 - $129.74 $335,088 - $418,022	3,222 Added 10.3%	34,512 $4.42 Million
Q2 2024 Jul 26, 2024	SELL	$88.31 - $105.01 $87,956 - $104,589	-996 Reduced 3.08%	31,290 $3.26 Million
Q1 2024 Apr 24, 2024	SELL	$86.51 - $94.25 $123,103 - $134,117	-1,423 Reduced 4.22%	32,286 $3.02 Million
Q4 2023 Feb 09, 2024	SELL	$79.31 - $91.87 $154,099 - $178,503	-1,943 Reduced 5.45%	33,709 $3.04 Million
Q3 2023 Oct 24, 2023	SELL	$78.6 - $85.47 $253,642 - $275,811	-3,227 Reduced 8.3%	35,652 $2.92 Million
Q2 2023 Jul 13, 2023	SELL	$70.38 - $81.95 $446,983 - $520,464	-6,351 Reduced 14.04%	38,879 $3.15 Million
Q1 2023 May 11, 2023	SELL	$65.76 - $78.05 $67,864 - $80,547	-1,032 Reduced 2.23%	45,230 $3.24 Million
Q4 2022 Feb 08, 2023	SELL	$57.37 - $71.58 $2,409 - $3,006	-42 Reduced 0.09%	46,262 $3.03 Million
Q3 2022 Oct 17, 2022	BUY	$63.33 - $86.34 $219,565 - $299,340	3,467 Added 8.09%	46,304 $2.98 Million
Q2 2022 Jul 13, 2022	BUY	$77.45 - $97.82 $252,254 - $318,599	3,257 Added 8.23%	42,837 $3.53 Million
Q1 2022 May 12, 2022	SELL	$79.67 - $98.31 $6,532 - $8,061	-82 Reduced 0.21%	39,580 $3.81 Million
Q4 2021 Feb 03, 2022	SELL	$79.36 - $87.07 $185,305 - $203,308	-2,335 Reduced 5.56%	39,662 $3.4 Million
Q3 2021 Nov 02, 2021	SELL	$82.4 - $89.68 $86,025 - $93,625	-1,044 Reduced 2.43%	41,997 $3.46 Million
Q2 2021 Aug 10, 2021	BUY	$71.04 - $84.02 $58,536 - $69,232	824 Added 1.95%	43,041 $3.58 Million
Q1 2021 May 07, 2021	BUY	$59.79 - $74.55 $10,164 - $12,673	170 Added 0.4%	42,217 $3.02 Million
Q4 2020 Feb 04, 2021	SELL	$52.26 - $67.84 $827,693 - $1.07 Million	-15,838 Reduced 27.36%	42,047 $2.72 Million
Q3 2020 Oct 29, 2020	BUY	$49.2 - $61.12 $39,163 - $48,651	796 Added 1.39%	57,885 $3.19 Million
Q2 2020 Jul 27, 2020	SELL	$37.26 - $61.65 $775,268 - $1.28 Million	-20,807 Reduced 26.71%	57,089 $2.95 Million
Q1 2020 May 08, 2020	SELL	$33.22 - $89.84 $76,538 - $206,991	-2,304 Reduced 2.87%	77,896 $3.57 Million
Q4 2019 Feb 04, 2020	BUY	$77.4 - $92.21 $86,378 - $102,906	1,116 Added 1.41%	80,200 $6.56 Million
Q3 2019 Nov 06, 2019	SELL	$81.74 - $92.46 $292,302 - $330,636	-3,576 Reduced 4.33%	79,084 $7.17 Million
Q3 2019 Oct 28, 2019	SELL	$81.74 - $92.46 $15,530 - $17,567	-190 Reduced 0.23%	82,660 $7.49 Million
Q2 2019 Aug 15, 2019	SELL	$71.76 - $84.63 $219,657 - $259,052	-3,061 Reduced 3.56%	82,850 $0
Q1 2019 May 08, 2019	SELL	$67.29 - $78.72 $35,192 - $41,170	-523 Reduced 0.61%	85,911 $0
Q4 2018 Feb 05, 2019	SELL	$61.6 - $74.72 $100,469 - $121,868	-1,631 Reduced 1.85%	86,434 $6 Million
Q3 2018 Nov 02, 2018	BUY	$61.7 - $67.46 $431,961 - $472,287	7,001 Added 8.64%	88,065 $0
Q2 2018 Aug 10, 2018	SELL	$50.01 - $62.69 $1.49 Million - $1.86 Million	-29,726 Reduced 26.83%	81,064 $0
Q1 2018 May 09, 2018	BUY	$52.03 - $64.14 $172,063 - $212,110	3,307 Added 3.08%	110,790 $0
Q4 2017 Feb 22, 2018	BUY	$63.27 - $69.55 $588,157 - $646,536	9,296 Added 9.47%	107,483 $0
Q3 2017 Nov 07, 2017	BUY	$69.91 - $75.36 $113,254 - $122,083	1,620 Added 1.68%	98,187 $6.9 Million
Q2 2017 Aug 08, 2017	BUY	N/A	96,567	96,567 $7.23 Million

Others Institutions Holding WELL

# of Institutions

1,153

Shares Held

536M

Call Options Held

1.11M

Put Options Held

2.1M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $57.8B
Description
Welltower Inc. (NYSE:WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve peopl...

More about WELL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cambridge Investment Research Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cambridge Investment Research Advisors, Inc. with notifications on news.

Account

Cambridge Investment Research Advisors, Inc. Welltower Inc. Transaction History