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 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-763- 18.57% |
$66K - $71.9K
|
3.35K
$425K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-842- 58.72% |
$72.8K - $79.4K
|
592
$75.2K
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-917- 3.46% |
$79.3K - $86.4K
|
25.6K
$3.25M
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-966- 22.55% |
$83.6K - $91K
|
3.32K
$421K
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-1K- 29.51% |
$86.5K - $94.3K
|
2.39K
$303K
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.02K- 5.87% |
$88.5K - $96.4K
|
16.4K
$2.08M
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.07K- 8.98% |
$92.8K - $101K
|
10.9K
$1.38M
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.08K- 3.24% |
$93.6K - $102K
|
32.4K
$4.11M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 4.8% |
$94.7K - $103K
|
21.7K
$2.76M
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.11K- 20.85% |
$95.7K - $104K
|
4.2K
$533K
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.15K- 26.66% |
$99.5K - $108K
|
3.16K
$402K
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.2K- 35.69% |
$104K - $113K
|
2.16K
$274K
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.2K- 29.46% |
$104K - $113K
|
2.87K
$364K
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.25K- 2.64% |
$108K - $118K
|
46K
$5.84M
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 3.88% |
$112K - $123K
|
32.2K
$4.09M
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.38K- 14.91% |
$119K - $130K
|
7.87K
$999K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.42K- 4.22% |
$123K - $134K
|
32.3K
$4.1M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.43K- 4.61% |
$124K - $135K
|
29.6K
$3.76M
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.45K- 7.37% |
$126K - $137K
|
18.3K
$2.32M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.45K- 18.32% |
$126K - $137K
|
6.48K
$824K
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.47K- 3.95% |
$127K - $139K
|
35.8K
$4.55M
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-1.51K- 15.33% |
$131K - $143K
|
8.35K
$1.06M
|
|
May 02, 2024
Q1 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-1.53K- 38.59% |
$133K - $144K
|
2.44K
$310K
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-1.59K- 15.97% |
$137K - $149K
|
8.35K
$1.06M
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.61K- 1.79% |
$139K - $151K
|
88.2K
$11.2M
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-1.7K- 16.31% |
$147K - $161K
|
8.74K
$1.11M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.73K- 16.46% |
$150K - $163K
|
8.79K
$1.12M
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.76K- 1.7% |
$152K - $165K
|
101K
$12.9M
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.76K- 30.81% |
$152K - $166K
|
3.96K
$502K
|
|
May 07, 2024
Q1 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-1.79K- 6.55% |
$155K - $169K
|
25.6K
$3.25M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.02K- 20.8% |
$174K - $190K
|
7.67K
$975K
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.11K- 14.77% |
$183K - $199K
|
12.2K
$1.55M
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.25K- 5.08% |
$195K - $212K
|
42K
$5.34M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.31K- 2.6% |
$200K - $218K
|
86.6K
$11M
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.33K- 4.3% |
$201K - $219K
|
51.8K
$6.58M
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-2.37K- 8.87% |
$205K - $224K
|
24.4K
$3.1M
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.39K- 6.83% |
$207K - $225K
|
32.6K
$4.14M
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-2.41KClosed |
$209K - $227K
|
0
$0
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.42K- 5.83% |
$209K - $228K
|
39.1K
$4.96M
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.44K- 22.81% |
$211K - $230K
|
8.26K
$1.05M
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.54K- 1.59% |
$220K - $239K
|
158K
$20M
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.61K- 0.84% |
$226K - $246K
|
308K
$39.1M
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-2.64K- 45.28% |
$228K - $249K
|
3.19K
$405K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.65K- 4.15% |
$229K - $249K
|
61.1K
$7.76M
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2.65K- 3.04% |
$229K - $250K
|
84.6K
$10.7M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.66K- 10.77% |
$230K - $251K
|
22K
$2.8M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.7K- 6.9% |
$233K - $254K
|
36.4K
$4.62M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.73K- 28.01% |
$236K - $257K
|
7.02K
$891K
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-2.89K- 7.41% |
$250K - $272K
|
36.1K
$4.59M
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3K- 33.33% |
$260K - $283K
|
6K
$762K
|