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
|
Pinnacle Associates LTD
|
SELL
|
- |
-601- 0.98% |
$52K - $56.6K
|
61K
$8.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-603- 19.8% |
$52.2K - $56.8K
|
2.44K
$358K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-675- 18.87% |
$58.4K - $63.6K
|
2.9K
$425K
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-676Closed |
$58.5K - $63.7K
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-677- 1.19% |
$58.6K - $63.8K
|
56.2K
$8.23M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-686- 21.27% |
$59.3K - $64.7K
|
2.54K
$372K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-700- 63.64% |
$60.6K - $66K
|
400
$58.6K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-700- 18.82% |
$60.6K - $66K
|
3.02K
$442K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-716- 66.98% |
$61.9K - $67.5K
|
353
$51.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-719- 7.44% |
$62.2K - $67.8K
|
8.95K
$1.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-722- 7.4% |
$62.5K - $68K
|
9.04K
$1.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-724- 3.79% |
$62.6K - $68.2K
|
18.4K
$2.69M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-753- 0.84% |
$65.1K - $71K
|
89K
$13M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-755- 4.26% |
$65.3K - $71.2K
|
17K
$2.49M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-763- 18.57% |
$66K - $71.9K
|
3.35K
$490K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-842- 58.72% |
$72.8K - $79.4K
|
592
$86.7K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-917- 3.46% |
$79.3K - $86.4K
|
25.6K
$3.75M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-966- 22.55% |
$83.6K - $91K
|
3.32K
$486K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-1K- 29.51% |
$86.5K - $94.3K
|
2.39K
$350K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.02K- 5.87% |
$88.5K - $96.4K
|
16.4K
$2.4M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.07K- 8.98% |
$92.8K - $101K
|
10.9K
$1.59M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.08K- 3.24% |
$93.6K - $102K
|
32.4K
$4.74M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 4.8% |
$94.7K - $103K
|
21.7K
$3.18M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.11K- 20.85% |
$95.7K - $104K
|
4.2K
$615K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.15K- 26.66% |
$99.5K - $108K
|
3.16K
$464K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.2K- 35.69% |
$104K - $113K
|
2.16K
$316K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.2K- 29.46% |
$104K - $113K
|
2.87K
$420K
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.25K- 2.64% |
$108K - $118K
|
46K
$6.74M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 3.88% |
$112K - $123K
|
32.2K
$4.72M
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.38K- 14.91% |
$119K - $130K
|
7.87K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.42K- 4.22% |
$123K - $134K
|
32.3K
$4.73M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.43K- 4.61% |
$124K - $135K
|
29.6K
$4.33M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.45K- 7.37% |
$126K - $137K
|
18.3K
$2.68M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.45K- 18.32% |
$126K - $137K
|
6.48K
$950K
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.47K- 3.95% |
$127K - $139K
|
35.8K
$5.24M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-1.51K- 15.33% |
$131K - $143K
|
8.35K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-1.53K- 38.59% |
$133K - $144K
|
2.44K
$357K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-1.59K- 15.97% |
$137K - $149K
|
8.35K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.61K- 1.79% |
$139K - $151K
|
88.2K
$12.9M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-1.7K- 16.31% |
$147K - $161K
|
8.74K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.73K- 16.46% |
$150K - $163K
|
8.79K
$1.29M
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.76K- 1.7% |
$152K - $165K
|
101K
$14.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.76K- 30.81% |
$152K - $166K
|
3.96K
$579K
|
|
|
May 07, 2024
Q1 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-1.79K- 6.55% |
$155K - $169K
|
25.6K
$3.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.02K- 20.8% |
$174K - $190K
|
7.67K
$1.12M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.11K- 14.77% |
$183K - $199K
|
12.2K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.25K- 5.08% |
$195K - $212K
|
42K
$6.16M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.31K- 2.6% |
$200K - $218K
|
86.6K
$12.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.33K- 4.3% |
$201K - $219K
|
51.8K
$7.59M
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-2.37K- 8.87% |
$205K - $224K
|
24.4K
$3.57M
|