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 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-96- 3.55% |
$8.3K - $9.05K
|
2.61K
$332K
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-100- 0.03% |
$8.65K - $9.43K
|
351K
$44.6M
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 1.16% |
$8.65K - $9.43K
|
8.5K
$1.08M
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-104- 57.14% |
$9K - $9.8K
|
78
$9.91K
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-112- 2.26% |
$9.69K - $10.6K
|
4.85K
$616K
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-117- 1.77% |
$10.1K - $11K
|
6.51K
$826K
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-119- 2.92% |
$10.3K - $11.2K
|
3.96K
$503K
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-121- 3.26% |
$10.5K - $11.4K
|
3.6K
$457K
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-125- 0.83% |
$10.8K - $11.8K
|
14.9K
$1.89M
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-129- 1.61% |
$11.2K - $12.2K
|
7.91K
$1M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-130- 1.21% |
$11.2K - $12.3K
|
10.6K
$1.34M
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-133- 46.83% |
$11.5K - $12.5K
|
151
$19.2K
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-133- 0.71% |
$11.5K - $12.5K
|
18.6K
$2.36M
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-135- 50.0% |
$11.7K - $12.7K
|
135
$17.1K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-137- 1.72% |
$11.9K - $12.9K
|
7.81K
$992K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-138- 54.55% |
$11.9K - $13K
|
115
$14.6K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-145- 0.72% |
$12.5K - $13.7K
|
19.9K
$2.52M
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-145- 2.79% |
$12.5K - $13.7K
|
5.06K
$642K
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-150- 2.32% |
$13K - $14.1K
|
6.33K
$804K
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-150- 1.76% |
$13K - $14.1K
|
8.35K
$1.06M
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-150- 1.27% |
$13K - $14.1K
|
11.6K
$1.48M
|
|
May 21, 2024
Q1 2024
|
Livelsberger Financial Advisory
Ashland, OH |
SELL
|
- |
-151- 3.96% |
$13.1K - $14.2K
|
3.66K
$465K
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-152- 3.1% |
$13.1K - $14.3K
|
4.75K
$603K
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-162- 92.05% |
$14K - $15.3K
|
14
$1.78K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-163- 2.12% |
$14.1K - $15.4K
|
7.51K
$954K
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-163- 7.73% |
$14.1K - $15.4K
|
1.95K
$247K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-164- 2.4% |
$14.2K - $15.5K
|
6.68K
$849K
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-169- 1.17% |
$14.6K - $15.9K
|
14.2K
$1.81M
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-180- 4.18% |
$15.6K - $17K
|
4.12K
$524K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-185- 54.09% |
$16K - $17.4K
|
157
$19.9K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-187- 24.77% |
$16.2K - $17.6K
|
568
$72.2K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-187- 3.03% |
$16.2K - $17.6K
|
5.99K
$761K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-194- 45.65% |
$16.8K - $18.3K
|
231
$29.3K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-200- 40.0% |
$17.3K - $18.9K
|
300
$38.1K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-200- 8.18% |
$17.3K - $18.9K
|
2.25K
$285K
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-200- 0.57% |
$17.3K - $18.9K
|
35.2K
$4.47M
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-201- 4.13% |
$17.4K - $18.9K
|
4.67K
$593K
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-204- 7.17% |
$17.6K - $19.2K
|
2.64K
$336K
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-206- 2.39% |
$17.8K - $19.4K
|
8.4K
$1.07M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-218- 9.0% |
$18.9K - $20.5K
|
2.2K
$280K
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-221- 3.73% |
$19.1K - $20.8K
|
5.7K
$724K
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-225- 0.48% |
$19.5K - $21.2K
|
46.4K
$5.89M
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-225- 7.08% |
$19.5K - $21.2K
|
2.95K
$375K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-240- 96.0% |
$20.8K - $22.6K
|
10
$1.27K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-260- 43.12% |
$22.5K - $24.5K
|
343
$43.6K
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-260- 4.45% |
$22.5K - $24.5K
|
5.59K
$710K
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-272- 4.9% |
$23.5K - $25.6K
|
5.28K
$670K
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-285- 10.99% |
$24.7K - $26.9K
|
2.31K
$293K
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-288- 3.99% |
$24.9K - $27.1K
|
6.93K
$881K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-291- 12.74% |
$25.2K - $27.4K
|
1.99K
$253K
|