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 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.39K+ 3.21% |
$206K - $225K
|
76.7K
$9.93M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.31KNew |
$200K - $218K
|
2.31K
$299K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.28KNew |
$197K - $215K
|
2.28K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.28K+ 9.21% |
$197K - $215K
|
27.1K
$3.5M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
2.27KNew |
$196K - $213K
|
2.27K
$293K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
2.25KNew |
$195K - $212K
|
2.25K
$291K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
2.23K+ 3.33% |
$193K - $210K
|
69.2K
$8.94M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.21KNew |
$191K - $208K
|
2.21K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
2.2KNew |
$190K - $207K
|
2.2K
$284K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.19KNew |
$190K - $207K
|
2.19K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
2.19K+ 12.35% |
$190K - $207K
|
19.9K
$2.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.18KNew |
$188K - $205K
|
2.18K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.17KNew |
$188K - $205K
|
2.17K
$281K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.17K+ 0.76% |
$188K - $205K
|
288K
$37.3M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.16KNew |
$187K - $203K
|
2.16K
$279K
|
|
|
Jun 14, 2024
Q1 2024
|
Lasalle Investment Management Securities LLC
Baltimore, MD |
BUY
|
- |
2.11K+ 0.3% |
$182K - $199K
|
706K
$91.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
2.08K+ 16.23% |
$180K - $196K
|
14.9K
$1.93M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.95KNew |
$168K - $183K
|
1.95K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.89K+ 74.75% |
$163K - $178K
|
4.42K
$571K
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
1.8K+ 49.45% |
$156K - $170K
|
5.45K
$705K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.8K+ 5.51% |
$156K - $169K
|
34.4K
$4.45M
|
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
1.76K+ 1.34% |
$152K - $165K
|
133K
$17.2M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.62K+ 12.99% |
$140K - $152K
|
14.1K
$1.82M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.6K+ 2.48% |
$139K - $151K
|
66.2K
$8.56M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
1.59K+ 0.68% |
$138K - $150K
|
234K
$30.3M
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
1.59K+ 15.42% |
$137K - $149K
|
11.9K
$1.54M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
1.58KNew |
$137K - $149K
|
1.58K
$205K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.57K+ 331.78% |
$135K - $148K
|
2.04K
$264K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.54KNew |
$133K - $145K
|
1.54K
$199K
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.5K+ 7.24% |
$130K - $141K
|
22.2K
$2.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.5K+ 17.48% |
$130K - $141K
|
10.1K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.47KNew |
$127K - $139K
|
1.47K
$190K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.47K+ 4.42% |
$127K - $138K
|
34.7K
$4.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.4K+ 3.45% |
$121K - $132K
|
42.1K
$5.44M
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.4KNew |
$121K - $132K
|
1.4K
$181K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.37K+ 24.6% |
$118K - $129K
|
6.93K
$896K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.37K+ 5.47% |
$118K - $129K
|
26.3K
$3.4M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.33K+ 12.32% |
$115K - $125K
|
12.1K
$1.56M
|
|
|
Sep 20, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
1.31K+ 2.75% |
$114K - $124K
|
49.1K
$6.35M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.28K+ 11.98% |
$110K - $120K
|
11.9K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.16K+ 11.01% |
$100K - $109K
|
11.7K
$1.51M
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.13K+ 41.51% |
$97.5K - $106K
|
3.84K
$497K
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.11K+ 7.14% |
$95.9K - $105K
|
16.6K
$2.15M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.1K+ 0.72% |
$95K - $103K
|
154K
$19.9M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.08K+ 37.92% |
$93.6K - $102K
|
3.94K
$509K
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.07K+ 5.59% |
$92.7K - $101K
|
20.3K
$2.62M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.01K+ 2.75% |
$86.9K - $94.7K
|
37.6K
$4.86M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1K+ 8.35% |
$86.7K - $94.4K
|
13K
$1.68M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
976+ 5.64% |
$84.4K - $92K
|
18.3K
$2.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
968+ 1.37% |
$83.7K - $91.2K
|
71.7K
$9.27M
|