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Cambridge Trust Co

SEC CIK
0001074272
Latest filing
May 30, 2024

WELL holding history

Welltower Inc. in every 13F filed by Cambridge Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WELL overviewAll 13F holders of WELLFull Q1 2024 holdings

Shares (Q1 2024)
150
Value
$14.0K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2021
Holdings of WELL by Cambridge Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2024150$14.0K<0.1%00.0%UnchangedHolders
Q4 2023150$13.5K<0.1%00.0%UnchangedHolders
Q3 2023150$12.3K<0.1%00.0%UnchangedHolders
Q2 2023150$12.1K<0.1%00.0%UnchangedHolders
Q1 2023150$10.8K<0.1%00.0%UnchangedHolders
Q4 2022150$10.0K<0.1%00.0%UnchangedHolders
Q3 2022150$10.0K<0.1%00.0%UnchangedHolders
Q2 2022150$12.0K<0.1%00.0%UnchangedHolders
Q1 2022150$14.0K<0.1%−85−36.2%ReducedHolders
Q4 2021235$20.0K<0.1%+235NewHolders