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 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.6% |
$86.5 - $94.3
|
167
$25.3K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 12.5% |
$86.5 - $94.3
|
9
$1.37K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.17% |
$86.5 - $94.3
|
600
$91K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2- 0.07% |
$173 - $189
|
3.02K
$458K
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-2- 0.04% |
$173 - $189
|
4.94K
$750K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 0.15% |
$173 - $189
|
1.37K
$208K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-2- 0.05% |
$173 - $189
|
3.66K
$555K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.09% |
$260 - $283
|
3.4K
$515K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5- 3.52% |
$433 - $471
|
137
$20.8K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5- 2.89% |
$433 - $471
|
168
$25.5K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 2.07% |
$519 - $566
|
284
$43.1K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-7- 11.29% |
$606 - $660
|
55
$8.34K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-9- 0.12% |
$779 - $848
|
7.55K
$1.14M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9- 45.0% |
$779 - $848
|
11
$1.67K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9- 0.71% |
$779 - $848
|
1.26K
$191K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-10- 0.19% |
$865 - $943
|
5.14K
$780K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-11- 0.38% |
$952 - $1.04K
|
2.9K
$440K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-12- 2.84% |
$1.04K - $1.13K
|
411
$62.3K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-15- 0.42% |
$1.3K - $1.41K
|
3.57K
$542K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-17- 2.06% |
$1.47K - $1.6K
|
808
$123K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-24- 0.28% |
$2.08K - $2.26K
|
8.44K
$1.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-25- 0.26% |
$2.16K - $2.36K
|
9.63K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-26- 2.16% |
$2.25K - $2.45K
|
1.18K
$179K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-26- 1.49% |
$2.25K - $2.45K
|
1.72K
$261K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-27- 0.74% |
$2.34K - $2.54K
|
3.61K
$547K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-29- 0.1% |
$2.51K - $2.73K
|
30.5K
$4.62M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-31- 0.91% |
$2.68K - $2.92K
|
3.37K
$511K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-31- 0.2% |
$2.68K - $2.92K
|
15.6K
$2.36M
|
|
|
May 13, 2024
Q1 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-33- 0.22% |
$2.85K - $3.11K
|
15K
$2.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-34- 0.48% |
$2.94K - $3.2K
|
7.04K
$1.07M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-35- 1.47% |
$3.03K - $3.3K
|
2.34K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 1.05% |
$3.03K - $3.3K
|
3.3K
$500K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-40- 2.05% |
$3.46K - $3.77K
|
1.91K
$290K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-40- 22.73% |
$3.46K - $3.77K
|
136
$20.6K
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-42- 60.87% |
$3.63K - $3.96K
|
27
$4.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-43- 24.71% |
$3.72K - $4.05K
|
131
$19.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-45- 10.25% |
$3.89K - $4.24K
|
394
$59.8K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-46- 0.58% |
$3.98K - $4.34K
|
7.94K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49- 0.83% |
$4.24K - $4.62K
|
5.84K
$886K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-49- 0.93% |
$4.24K - $4.62K
|
5.25K
$796K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-50- 50.0% |
$4.33K - $4.71K
|
50
$7.58K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-50- 1.24% |
$4.33K - $4.71K
|
3.97K
$603K
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-50- 0.17% |
$4.33K - $4.71K
|
30.1K
$4.57M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-56- 1.1% |
$4.84K - $5.28K
|
5.04K
$765K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-57- 0.7% |
$4.93K - $5.37K
|
8.11K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-60- 1.49% |
$5.19K - $5.66K
|
3.98K
$603K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-60- 0.15% |
$5.19K - $5.66K
|
39.4K
$5.98M
|
|
|
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
$330K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-63- 0.57% |
$5.45K - $5.94K
|
10.9K
$1.66M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-63- 1.47% |
$5.45K - $5.94K
|
4.22K
$641K
|