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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-200- 0.57% |
$17.3K - $18.9K
|
35.2K
$5.34M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-200- 8.18% |
$17.3K - $18.9K
|
2.25K
$341K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-200- 40.0% |
$17.3K - $18.9K
|
300
$45.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-201- 4.13% |
$17.4K - $18.9K
|
4.67K
$709K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-204- 7.17% |
$17.6K - $19.2K
|
2.64K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-206- 2.39% |
$17.8K - $19.4K
|
8.4K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-218- 9.0% |
$18.9K - $20.5K
|
2.2K
$334K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-221- 3.73% |
$19.1K - $20.8K
|
5.7K
$865K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-225- 7.08% |
$19.5K - $21.2K
|
2.95K
$448K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-225- 0.48% |
$19.5K - $21.2K
|
46.4K
$7.03M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-240- 96.0% |
$20.8K - $22.6K
|
10
$1.52K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-260- 43.12% |
$22.5K - $24.5K
|
343
$52K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-260- 4.45% |
$22.5K - $24.5K
|
5.59K
$848K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-272- 4.9% |
$23.5K - $25.6K
|
5.28K
$800K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-285- 10.99% |
$24.7K - $26.9K
|
2.31K
$350K
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-288- 3.99% |
$24.9K - $27.1K
|
6.93K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-291- 12.74% |
$25.2K - $27.4K
|
1.99K
$302K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-292- 0.79% |
$25.3K - $27.5K
|
36.5K
$5.54M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-299- 1.11% |
$25.9K - $28.2K
|
26.7K
$4.05M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-300- 3.75% |
$26K - $28.3K
|
7.71K
$1.17M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-301- 9.55% |
$26K - $28.4K
|
2.85K
$432K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-303- 1.44% |
$26.2K - $28.6K
|
20.7K
$3.15M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-303- 4.29% |
$26.2K - $28.6K
|
6.75K
$1.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-309- 10.68% |
$26.7K - $29.1K
|
2.59K
$392K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-335- 7.29% |
$29K - $31.6K
|
4.26K
$647K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-349- 4.42% |
$30.2K - $32.9K
|
7.54K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-350- 4.62% |
$30.3K - $33K
|
7.23K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-361- 90.7% |
$31.2K - $34K
|
37
$5.61K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-365- 3.02% |
$31.6K - $34.4K
|
11.7K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-377- 8.31% |
$32.6K - $35.5K
|
4.16K
$631K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-379- 4.83% |
$32.8K - $35.7K
|
7.47K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-380- 0.73% |
$32.9K - $35.8K
|
51.8K
$7.86M
|
|
|
May 15, 2024
Q1 2024
|
Hgi Capital Management, LLC
New York, NY |
SELL
|
- |
-386- 8.29% |
$33.4K - $36.4K
|
4.27K
$648K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-400- 6.43% |
$34.6K - $37.7K
|
5.83K
$884K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-402- 1.49% |
$34.8K - $37.9K
|
26.5K
$4.02M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-412- 0.27% |
$35.6K - $38.8K
|
149K
$22.7M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-420- 23.8% |
$36.3K - $39.6K
|
1.35K
$204K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-424- 5.52% |
$36.7K - $40K
|
7.26K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-425- 3.9% |
$36.8K - $40.1K
|
10.5K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-433- 8.39% |
$37.5K - $40.8K
|
4.73K
$718K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-434- 94.55% |
$37.5K - $40.9K
|
25
$3.79K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-456- 14.19% |
$39.4K - $43K
|
2.76K
$418K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-470- 94.0% |
$40.7K - $44.3K
|
30
$4.55K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-486- 3.52% |
$42K - $45.8K
|
13.3K
$2.02M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-486- 7.97% |
$42K - $45.8K
|
5.61K
$851K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-490- 1.32% |
$42.4K - $46.2K
|
36.7K
$5.57M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 1.93% |
$43.3K - $47.1K
|
25.3K
$3.85M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-500- 7.18% |
$43.3K - $47.1K
|
6.47K
$981K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-502- 0.52% |
$43.4K - $47.3K
|
96.1K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-504- 15.2% |
$43.6K - $47.5K
|
2.81K
$427K
|