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
|
Yousif Capital Management, LLC
|
BUY
|
- |
964+ 1.0% |
$83.4K - $90.9K
|
97.8K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
900+ 4.47% |
$77.9K - $84.8K
|
21K
$2.72M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
888+ 4.44% |
$76.8K - $83.7K
|
20.9K
$2.7M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
885+ 0.4% |
$76.6K - $83.4K
|
220K
$28.4M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
876New |
$75.8K - $82.6K
|
876
$113K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
875+ 15.82% |
$75.7K - $82.5K
|
6.41K
$828K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
839+ 0.38% |
$72.6K - $79.1K
|
220K
$28.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
828+ 3.55% |
$71.6K - $78K
|
24.2K
$3.12M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
818New |
$70.8K - $77.1K
|
818
$106K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
781+ 2.95% |
$67.6K - $73.6K
|
27.3K
$3.53M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
764+ 22.81% |
$66.1K - $72K
|
4.11K
$532K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
756+ 6.62% |
$65.4K - $71.3K
|
12.2K
$1.58M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
734+ 5.65% |
$63.5K - $69.2K
|
13.7K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
729+ 13.52% |
$63.1K - $68.7K
|
6.12K
$792K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
723+ 17.44% |
$62.5K - $68.1K
|
4.87K
$630K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
721+ 30.97% |
$62.4K - $68K
|
3.05K
$394K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
707+ 32.21% |
$61.2K - $66.6K
|
2.9K
$375K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
707+ 8.88% |
$61.2K - $66.6K
|
8.67K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
648+ 0.94% |
$56.1K - $61.1K
|
69.8K
$9.03M
|
|
|
May 14, 2024
Q1 2024
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
612+ 0.66% |
$52.9K - $57.7K
|
92.8K
$12M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
601+ 20.53% |
$52K - $56.6K
|
3.53K
$456K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
599+ 8.27% |
$51.8K - $56.5K
|
7.84K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
595+ 0.89% |
$51.5K - $56.1K
|
67.5K
$8.73M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
587+ 13.85% |
$50.8K - $55.3K
|
4.82K
$624K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
577+ 6.76% |
$49.9K - $54.4K
|
9.11K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
573New |
$49.6K - $54K
|
573
$74.1K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
562+ 17.89% |
$48.6K - $53K
|
3.7K
$479K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
562+ 20.9% |
$48.6K - $53K
|
3.25K
$420K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
538+ 10.62% |
$46.5K - $50.7K
|
5.6K
$725K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
527+ 9.61% |
$45.6K - $49.7K
|
6.01K
$777K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
507+ 16.38% |
$43.9K - $47.8K
|
3.6K
$466K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
502+ 408.13% |
$43.4K - $47.3K
|
625
$80.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
500+ 5.8% |
$43.3K - $47.1K
|
9.12K
$1.18M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
498+ 12.74% |
$43.1K - $46.9K
|
4.41K
$570K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
470+ 53.59% |
$40.7K - $44.3K
|
1.35K
$174K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
463+ 1.35% |
$40.1K - $43.6K
|
34.7K
$4.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
461New |
$39.9K - $43.4K
|
461
$59.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
447+ 0.46% |
$38.7K - $42.1K
|
97.4K
$12.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
414+ 10.68% |
$35.8K - $39K
|
4.29K
$555K
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
410+ 9.6% |
$35.5K - $38.6K
|
4.68K
$605K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
405+ 13.8% |
$35K - $38.2K
|
3.34K
$432K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
400+ 15.63% |
$34.6K - $37.7K
|
2.96K
$383K
|
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
399+ 13.99% |
$34.5K - $37.6K
|
3.25K
$420K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
394+ 26.78% |
$34.1K - $37.1K
|
1.87K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
394+ 17.19% |
$34.1K - $37.1K
|
2.69K
$347K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
391+ 2.16% |
$33.8K - $36.9K
|
18.5K
$2.39M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
387+ 13.7% |
$33.5K - $36.5K
|
3.21K
$415K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
362+ 1.85% |
$31.3K - $34.1K
|
19.9K
$2.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
350New |
$30.3K - $33K
|
350
$45.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
340+ 6.61% |
$29.4K - $32K
|
5.49K
$710K
|