Cetera Investment Advisers Welltower Inc. Transaction History

Cetera Investment Advisers

$44.2 Billion
Q3 2024

A detailed history of Cetera Investment Advisers transactions in Welltower Inc. stock. As of the latest transaction made, Cetera Investment Advisers holds 88,632 shares of WELL stock, worth $12.1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

88,632

Previous 85,691 3.43%

Holding current value

$12.1 Million

Previous $8.93 Million 26.99%

% of portfolio

0.03%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$104.0 - $129.74 $305,864 - $381,565	2,941 Added 3.43%	88,632 $11.3 Million
Q2 2024 Aug 22, 2024	BUY	$88.31 - $105.01 $310,586 - $369,320	3,517 Added 4.28%	85,691 $8.93 Million
Q1 2024 May 24, 2024	BUY	$86.51 - $94.25 $6.4 Million - $6.97 Million	73,995 Added 904.69%	82,174 $7.68 Million
Q1 2024 May 14, 2024	SELL	$86.51 - $94.25 $425,369 - $463,427	-4,917 Reduced 37.55%	8,179 $764,000
Q4 2023 Feb 13, 2024	BUY	$79.31 - $91.87 $1,665 - $1,929	21 Added 0.16%	13,096 $1.18 Million
Q3 2023 Nov 14, 2023	SELL	$78.6 - $85.47 $2,436 - $2,649	-31 Reduced 0.24%	13,075 $1.07 Million
Q2 2023 Aug 09, 2023	SELL	$70.38 - $81.95 $49,406 - $57,528	-702 Reduced 5.08%	13,106 $1.06 Million
Q1 2023 May 15, 2023	SELL	$65.76 - $78.05 $35,839 - $42,537	-545 Reduced 3.8%	13,808 $989,000
Q4 2022 Feb 14, 2023	BUY	$57.37 - $71.58 $312,551 - $389,967	5,448 Added 61.18%	14,353 $940,000
Q3 2022 Nov 10, 2022	SELL	$63.33 - $86.34 $47,560 - $64,841	-751 Reduced 7.78%	8,905 $573,000
Q2 2022 Aug 11, 2022	SELL	$77.45 - $97.82 $34,155 - $43,138	-441 Reduced 4.37%	9,656 $795,000
Q1 2022 May 13, 2022	SELL	$79.67 - $98.31 $184,914 - $228,177	-2,321 Reduced 18.69%	10,097 $971,000
Q4 2021 Feb 14, 2022	BUY	$79.36 - $87.07 $46,584 - $51,110	587 Added 4.96%	12,418 $1.07 Million
Q3 2021 Nov 16, 2021	SELL	$82.4 - $89.68 $19,446 - $21,164	-236 Reduced 1.96%	11,831 $975,000
Q2 2021 Aug 13, 2021	BUY	$71.04 - $84.02 $26,426 - $31,255	372 Added 3.18%	12,067 $1 Million
Q1 2021 May 17, 2021	SELL	$59.79 - $74.55 $106,904 - $133,295	-1,788 Reduced 13.26%	11,695 $838,000
Q4 2020 Feb 17, 2021	BUY	$52.26 - $67.84 $704,621 - $914,686	13,483 New	13,483 $871,000
Q1 2020 May 08, 2020	SELL	$33.22 - $89.84 $121,219 - $327,826	-3,649 Closed	0 $0
Q4 2019 Feb 10, 2020	SELL	$77.4 - $92.21 $3,483 - $4,149	-45 Reduced 1.22%	3,649 $297,000
Q3 2019 Nov 06, 2019	BUY	$81.74 - $92.46 $33,022 - $37,353	404 Added 12.28%	3,694 $336,000
Q2 2019 Aug 12, 2019	BUY	$71.76 - $84.63 $236,090 - $278,432	3,290 New	3,290 $267,000
Q3 2017 Nov 16, 2017	SELL	$69.91 - $75.36 $210,009 - $226,381	-3,004 Closed	0 $0
Q2 2017 Aug 17, 2017	SELL	N/A	-30,565 Reduced 91.05%	3,004 $222,000
Q2 2017 Aug 14, 2017	BUY	N/A	33,569	33,569 $2.51 Million

Others Institutions Holding WELL

# of Institutions

1,169

Shares Held

549M

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 $63.2B
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...

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Cetera Investment Advisers Welltower Inc. Transaction History