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
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.39K- 6.83% |
$207K - $225K
|
32.6K
$4.78M
|
|
|
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
$5.73M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.44K- 22.81% |
$211K - $230K
|
8.26K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.54K- 1.59% |
$220K - $239K
|
158K
$23.1M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.61K- 0.84% |
$226K - $246K
|
308K
$45.1M
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-2.64K- 45.28% |
$228K - $249K
|
3.19K
$467K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.65K- 4.15% |
$229K - $249K
|
61.1K
$8.95M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2.65K- 3.04% |
$229K - $250K
|
84.6K
$12.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.66K- 10.77% |
$230K - $251K
|
22K
$3.23M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.7K- 6.9% |
$233K - $254K
|
36.4K
$5.33M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.73K- 28.01% |
$236K - $257K
|
7.02K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-2.89K- 7.41% |
$250K - $272K
|
36.1K
$5.29M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3K- 33.33% |
$260K - $283K
|
6K
$879K
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-3.06K- 2.18% |
$265K - $288K
|
137K
$20.1M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.08K- 6.43% |
$266K - $290K
|
44.8K
$6.56M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-3.12K- 2.45% |
$270K - $294K
|
124K
$18.2M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-3.2K- 26.41% |
$277K - $302K
|
8.92K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Vert Asset Management LLC
Sausalito, CA |
SELL
|
- |
-3.55K- 1.9% |
$307K - $335K
|
183K
$26.8M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.7K- 82.79% |
$320K - $349K
|
769
$113K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.91K- 4.82% |
$339K - $369K
|
77.2K
$11.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-3.93K- 5.25% |
$340K - $370K
|
70.9K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-4.04K- 17.04% |
$350K - $381K
|
19.7K
$2.88M
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-4.1K- 28.23% |
$355K - $386K
|
10.4K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-4.38K- 3.26% |
$379K - $413K
|
130K
$19M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-4.46K- 4.03% |
$386K - $420K
|
106K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.71K- 10.34% |
$408K - $444K
|
40.8K
$5.98M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.74K- 21.36% |
$410K - $446K
|
17.4K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.92K- 37.55% |
$425K - $463K
|
8.18K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5K- 25.98% |
$432K - $471K
|
14.2K
$2.09M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.93K- 19.28% |
$513K - $559K
|
24.8K
$3.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-5.96K- 9.93% |
$515K - $562K
|
54K
$7.92M
|
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-6.19K- 38.3% |
$536K - $584K
|
9.98K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.3K- 14.32% |
$545K - $594K
|
37.7K
$5.53M
|
|
|
May 13, 2024
Q1 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-6.7K- 8.25% |
$580K - $631K
|
74.5K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.88K- 0.9% |
$595K - $649K
|
757K
$111M
|
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-6.9K- 23.11% |
$597K - $650K
|
23K
$3.36M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-6.95K- 28.17% |
$601K - $655K
|
17.7K
$2.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-7.5K- 12.94% |
$648K - $706K
|
50.4K
$7.39M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-7.95K- 10.71% |
$688K - $749K
|
66.3K
$9.71M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.04K- 54.54% |
$695K - $758K
|
6.7K
$982K
|
|
|
May 15, 2024
Q1 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-9.15K- 1.34% |
$792K - $863K
|
675K
$99M
|
|
|
Apr 16, 2024
Q1 2024
|
Presima Inc.
|
SELL
|
- |
-9.68K- 15.14% |
$837K - $912K
|
54.2K
$7.95M
|
|
|
May 13, 2024
Q1 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-10K- 14.29% |
$865K - $943K
|
60K
$8.79M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-10.3K- 35.7% |
$895K - $975K
|
18.6K
$2.73M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-11.4K- 5.33% |
$984K - $1.07M
|
202K
$29.6M
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-11.5K- 2.45% |
$993K - $1.08M
|
457K
$67M
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-12.8K- 9.48% |
$1.11M - $1.21M
|
123K
$18M
|
|
|
May 15, 2024
Q1 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-12.9K- 24.32% |
$1.12M - $1.22M
|
40.3K
$5.9M
|
|
|
May 14, 2024
Q1 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-13.1K- 65.19% |
$1.13M - $1.23M
|
6.97K
$1.02M
|