Cx Institutional Welltower Inc. Transaction History

Cx Institutional

$3.29 Billion
Q3 2025

A detailed history of Cx Institutional transactions in Welltower Inc. stock. As of the latest transaction made, Cx Institutional holds 3,268 shares of WELL stock, worth $591,115. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,268

Previous 3,296 0.85%

Holding current value

$591,115

Previous $507,000 14.79%

% of portfolio

0.02%

Previous 0.02%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$150.71 - $178.14 $4,219 - $4,987	-28 Reduced 0.85%	3,268 $582,000
Q2 2025 Jul 11, 2025	SELL	$136.49 - $155.22 $5,186 - $5,898	-38 Reduced 1.14%	3,296 $507,000
Q1 2025 Apr 15, 2025	BUY	$124.05 - $156.86 $50,240 - $63,528	405 Added 13.83%	3,334 $511,000
Q4 2024 Jan 21, 2025	BUY	$123.11 - $139.3 $5,663 - $6,407	46 Added 1.6%	2,929 $369,000
Q3 2024 Oct 11, 2024	BUY	$104.0 - $129.74 $4,576 - $5,708	44 Added 1.55%	2,883 $369,000
Q2 2024 Jul 11, 2024	SELL	$88.31 - $105.01 $3,797 - $4,515	-43 Reduced 1.49%	2,839 $295,000
Q1 2024 Apr 15, 2024	BUY	$86.51 - $94.25 $1,038 - $1,131	12 Added 0.42%	2,882 $269,000
Q4 2023 Jan 12, 2024	SELL	$79.31 - $91.87 $2,537 - $2,939	-32 Reduced 1.1%	2,870 $258,000
Q3 2023 Oct 17, 2023	SELL	$78.6 - $85.47 $1,729 - $1,880	-22 Reduced 0.75%	2,902 $237,000
Q2 2023 Jul 26, 2023	BUY	$70.38 - $81.95 $205,791 - $239,621	2,924 New	2,924 $236,000
Q2 2022 Aug 02, 2022	BUY	$77.45 - $97.82 $65,909 - $83,244	851 New	851 $70,000
Q4 2021 Jan 18, 2022	SELL	$79.36 - $87.07 $71,820 - $78,798	-905 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$82.4 - $89.68 $7,498 - $8,160	91 Added 11.18%	905 $75,000
Q2 2021 Aug 04, 2021	BUY	$71.04 - $84.02 $14,705 - $17,392	207 Added 34.1%	814 $68,000
Q1 2021 Apr 15, 2021	BUY	$59.79 - $74.55 $6,995 - $8,722	117 Added 23.88%	607 $43,000
Q4 2020 Jan 12, 2021	BUY	$52.26 - $67.84 $14,057 - $18,248	269 Added 121.72%	490 $32,000
Q3 2020 Oct 13, 2020	BUY	$49.2 - $61.12 $4,575 - $5,684	93 Added 72.66%	221 $12,000
Q2 2020 Aug 06, 2020	SELL	$37.26 - $61.65 $633 - $1,048	-17 Reduced 11.72%	128 $7,000
Q1 2020 Apr 29, 2020	BUY	$33.22 - $89.84 $1,029 - $2,785	31 Added 27.19%	145 $7,000
Q3 2019 Oct 10, 2019	BUY	$81.74 - $92.46 $653 - $739	8 Added 7.55%	114 $10,000
Q2 2019 Jul 17, 2019	BUY	$71.76 - $84.63 $1,076 - $1,269	15 Added 16.48%	106 $9,000
Q1 2019 Apr 03, 2019	BUY	$67.29 - $78.72 $5,046 - $5,904	75 Added 468.75%	91 $7,000
Q4 2018 Jan 14, 2019	BUY	$61.6 - $74.72 $985 - $1,195	16 New	16 $1,000

Others Institutions Holding WELL

# of Institutions

1,460

Shares Held

623M

Call Options Held

1.16M

Put Options Held

1.39M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $83.8B
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 Cx Institutional, based on Form 13F filings with the SEC.

News

Stay updated on Cx Institutional with notifications on news.

Account

Cx Institutional Welltower Inc. Transaction History