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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-65- 86.67% |
$5.62K - $6.13K
|
10
$1.52K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-66- 8.97% |
$5.71K - $6.22K
|
670
$102K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-67- 2.27% |
$5.8K - $6.31K
|
2.89K
$438K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-69- 0.41% |
$5.97K - $6.5K
|
16.7K
$2.54M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-72- 25.53% |
$6.23K - $6.79K
|
210
$31.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-72- 1.47% |
$6.23K - $6.79K
|
4.82K
$731K
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-75- 1.22% |
$6.49K - $7.07K
|
6.08K
$922K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-75- 1.79% |
$6.49K - $7.07K
|
4.13K
$626K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-75- 1.99% |
$6.49K - $7.07K
|
3.69K
$560K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-75- 3.01% |
$6.49K - $7.07K
|
2.41K
$366K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-81- 0.68% |
$7.01K - $7.63K
|
11.9K
$1.81M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-84- 0.8% |
$7.27K - $7.92K
|
10.4K
$1.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-85- 9.19% |
$7.35K - $8.01K
|
840
$127K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-88- 3.25% |
$7.61K - $8.29K
|
2.62K
$397K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-88- 2.51% |
$7.61K - $8.29K
|
3.42K
$518K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-90- 10.11% |
$7.79K - $8.48K
|
800
$121K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-96- 3.55% |
$8.3K - $9.05K
|
2.61K
$396K
|
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-100- 0.03% |
$8.65K - $9.43K
|
351K
$53.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 1.16% |
$8.65K - $9.43K
|
8.5K
$1.29M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-104- 57.14% |
$9K - $9.8K
|
78
$11.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-112- 2.26% |
$9.69K - $10.6K
|
4.85K
$735K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-117- 1.77% |
$10.1K - $11K
|
6.51K
$987K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-119- 2.92% |
$10.3K - $11.2K
|
3.96K
$600K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-121- 3.26% |
$10.5K - $11.4K
|
3.6K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-125- 0.83% |
$10.8K - $11.8K
|
14.9K
$2.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-129- 1.61% |
$11.2K - $12.2K
|
7.91K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-130- 1.21% |
$11.2K - $12.3K
|
10.6K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-133- 0.71% |
$11.5K - $12.5K
|
18.6K
$2.82M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-133- 46.83% |
$11.5K - $12.5K
|
151
$22.9K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-135- 50.0% |
$11.7K - $12.7K
|
135
$20.5K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-137- 1.72% |
$11.9K - $12.9K
|
7.81K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-138- 54.55% |
$11.9K - $13K
|
115
$17.4K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-145- 0.72% |
$12.5K - $13.7K
|
19.9K
$3.01M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-145- 2.79% |
$12.5K - $13.7K
|
5.06K
$767K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-150- 2.32% |
$13K - $14.1K
|
6.33K
$960K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-150- 1.27% |
$13K - $14.1K
|
11.6K
$1.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-150- 1.76% |
$13K - $14.1K
|
8.35K
$1.27M
|
|
|
May 21, 2024
Q1 2024
|
Livelsberger Financial Advisory
Ashland, OH |
SELL
|
- |
-151- 3.96% |
$13.1K - $14.2K
|
3.66K
$556K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-152- 3.1% |
$13.1K - $14.3K
|
4.75K
$720K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-162- 92.05% |
$14K - $15.3K
|
14
$2.12K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-163- 7.73% |
$14.1K - $15.4K
|
1.95K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-163- 2.12% |
$14.1K - $15.4K
|
7.51K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-164- 2.4% |
$14.2K - $15.5K
|
6.68K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-169- 1.17% |
$14.6K - $15.9K
|
14.2K
$2.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-180- 4.18% |
$15.6K - $17K
|
4.12K
$625K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-185- 54.09% |
$16K - $17.4K
|
157
$23.8K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-187- 3.03% |
$16.2K - $17.6K
|
5.99K
$908K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-187- 24.77% |
$16.2K - $17.6K
|
568
$86.2K
|
|
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-191- 46.81% |
$16.5K - $18K
|
217
$32.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-194- 45.65% |
$16.8K - $18.3K
|
231
$35K
|