Purchases and Sales Made in Q1 2024 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q1 2024. The information is specifically focused on institutions that hold shares of WELLTOWER INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.29% |
$952 - $1.04K
|
3.75K
$399K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
11New |
$952 - $1.04K
|
11
$1.17K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10+ 0.31% |
$865 - $943
|
3.25K
$346K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
10+ 0.2% |
$865 - $943
|
5.06K
$539K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9New |
$779 - $848
|
9
$958
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 6.08% |
$779 - $848
|
157
$16.7K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.66% |
$606 - $660
|
1.07K
$114K
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7New |
$606 - $660
|
7
$745
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7+ 11.48% |
$606 - $660
|
68
$7.24K
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.28% |
$606 - $660
|
2.51K
$268K
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
6+ 0.14% |
$519 - $566
|
4.17K
$444K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5New |
$433 - $471
|
5
$532
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 17.24% |
$433 - $471
|
34
$3.62K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5New |
$433 - $471
|
5
$532
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.9% |
$433 - $471
|
560
$59.6K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.76% |
$346 - $377
|
528
$56.2K
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 18.18% |
$346 - $377
|
26
$2.77K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.86% |
$260 - $283
|
353
$37.6K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 0.22% |
$260 - $283
|
1.37K
$146K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3+ 0.66% |
$260 - $283
|
456
$48.6K
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 0.47% |
$260 - $283
|
635
$67.6K
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 1.34% |
$173 - $189
|
151
$16.1K
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2+ 0.51% |
$173 - $189
|
391
$41.6K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.18% |
$173 - $189
|
1.13K
$121K
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.8% |
$173 - $189
|
253
$26.9K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 12.5% |
$86.5 - $94.3
|
9
$958
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.11% |
$86.5 - $94.3
|
911
$97K
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.6% |
$86.5 - $94.3
|
167
$17.8K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.17% |
$86.5 - $94.3
|
600
$63.9K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-2- 0.05% |
$173 - $189
|
3.66K
$389K
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 0.15% |
$173 - $189
|
1.37K
$146K
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2- 0.07% |
$173 - $189
|
3.02K
$321K
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-2- 0.04% |
$173 - $189
|
4.94K
$526K
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.09% |
$260 - $283
|
3.4K
$362K
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5- 3.52% |
$433 - $471
|
137
$14.6K
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5- 2.89% |
$433 - $471
|
168
$17.9K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 2.07% |
$519 - $566
|
284
$30.2K
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-7- 11.29% |
$606 - $660
|
55
$5.86K
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-9- 0.12% |
$779 - $848
|
7.55K
$803K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9- 45.0% |
$779 - $848
|
11
$1.17K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9- 0.71% |
$779 - $848
|
1.26K
$134K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-10- 0.19% |
$865 - $943
|
5.14K
$548K
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-11- 0.38% |
$952 - $1.04K
|
2.9K
$309K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-12- 2.84% |
$1.04K - $1.13K
|
411
$43.8K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-15- 0.42% |
$1.3K - $1.41K
|
3.57K
$380K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-17- 2.06% |
$1.47K - $1.6K
|
808
$86K
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-24- 0.28% |
$2.08K - $2.26K
|
8.44K
$899K
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-25- 0.26% |
$2.16K - $2.36K
|
9.63K
$1.03M
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-26- 2.16% |
$2.25K - $2.45K
|
1.18K
$126K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-26- 1.49% |
$2.25K - $2.45K
|
1.72K
$183K
|