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 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-27- 0.74% |
$2.34K - $2.54K
|
3.61K
$384K
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-29- 0.1% |
$2.51K - $2.73K
|
30.5K
$3.24M
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-31- 0.2% |
$2.68K - $2.92K
|
15.6K
$1.66M
|
|
May 13, 2024
Q1 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-33- 0.22% |
$2.85K - $3.11K
|
15K
$1.6M
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-34- 0.48% |
$2.94K - $3.2K
|
7.04K
$750K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 1.05% |
$3.03K - $3.3K
|
3.3K
$351K
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-35- 1.47% |
$3.03K - $3.3K
|
2.34K
$249K
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-40- 2.05% |
$3.46K - $3.77K
|
1.91K
$204K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-40- 22.73% |
$3.46K - $3.77K
|
136
$14.5K
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-42- 60.87% |
$3.63K - $3.96K
|
27
$2.87K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-43- 24.71% |
$3.72K - $4.05K
|
131
$13.9K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-45- 10.25% |
$3.89K - $4.24K
|
394
$42K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-49- 0.93% |
$4.24K - $4.62K
|
5.25K
$559K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49- 0.83% |
$4.24K - $4.62K
|
5.84K
$622K
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-50- 0.17% |
$4.33K - $4.71K
|
30.1K
$3.21M
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-50- 1.24% |
$4.33K - $4.71K
|
3.97K
$423K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-50- 50.0% |
$4.33K - $4.71K
|
50
$5.32K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-56- 1.1% |
$4.84K - $5.28K
|
5.04K
$537K
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-57- 0.7% |
$4.93K - $5.37K
|
8.11K
$864K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-60- 0.15% |
$5.19K - $5.66K
|
39.4K
$4.2M
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-60- 1.49% |
$5.19K - $5.66K
|
3.98K
$424K
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-61- 2.73% |
$5.28K - $5.75K
|
2.18K
$232K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-63- 1.47% |
$5.45K - $5.94K
|
4.22K
$450K
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-63- 0.57% |
$5.45K - $5.94K
|
10.9K
$1.17M
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-66- 8.97% |
$5.71K - $6.22K
|
670
$71.3K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-67- 2.27% |
$5.8K - $6.31K
|
2.89K
$307K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-69- 0.41% |
$5.97K - $6.5K
|
16.7K
$1.78M
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-72- 25.53% |
$6.23K - $6.79K
|
210
$22.4K
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-72- 1.47% |
$6.23K - $6.79K
|
4.82K
$513K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-75- 1.99% |
$6.49K - $7.07K
|
3.69K
$393K
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-75- 1.79% |
$6.49K - $7.07K
|
4.13K
$439K
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-75- 1.22% |
$6.49K - $7.07K
|
6.08K
$647K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-75- 3.01% |
$6.49K - $7.07K
|
2.41K
$257K
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-81- 0.68% |
$7.01K - $7.63K
|
11.9K
$1.27M
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-84- 0.8% |
$7.27K - $7.92K
|
10.4K
$1.11M
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-85- 9.19% |
$7.35K - $8.01K
|
840
$89.4K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-88- 3.25% |
$7.61K - $8.29K
|
2.62K
$279K
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-88- 2.51% |
$7.61K - $8.29K
|
3.42K
$364K
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-90- 10.11% |
$7.79K - $8.48K
|
800
$85.2K
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-96- 3.55% |
$8.3K - $9.05K
|
2.61K
$278K
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-100- 0.03% |
$8.65K - $9.43K
|
351K
$37.4M
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 1.16% |
$8.65K - $9.43K
|
8.5K
$905K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-104- 57.14% |
$9K - $9.8K
|
78
$8.31K
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-112- 2.26% |
$9.69K - $10.6K
|
4.85K
$516K
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-117- 1.77% |
$10.1K - $11K
|
6.51K
$693K
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-119- 2.92% |
$10.3K - $11.2K
|
3.96K
$421K
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-121- 3.26% |
$10.5K - $11.4K
|
3.6K
$383K
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-125- 0.83% |
$10.8K - $11.8K
|
14.9K
$1.58M
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-129- 1.61% |
$11.2K - $12.2K
|
7.91K
$842K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-130- 1.21% |
$11.2K - $12.3K
|
10.6K
$1.13M
|