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 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
334+ 190.86% |
$28.9K - $31.5K
|
509
$63.5K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
333+ 64.53% |
$28.8K - $31.4K
|
849
$106K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
329+ 10.2% |
$28.5K - $31K
|
3.56K
$444K
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
325+ 1.4% |
$28.1K - $30.6K
|
23.5K
$2.93M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
316+ 4.01% |
$27.3K - $29.8K
|
8.2K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
307+ 12.74% |
$26.6K - $28.9K
|
2.72K
$339K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
292+ 5.19% |
$25.3K - $27.5K
|
5.91K
$737K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
291New |
$25.2K - $27.4K
|
291
$36.3K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
284+ 3.67% |
$24.6K - $26.8K
|
8.02K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
283+ 9.12% |
$24.5K - $26.7K
|
3.39K
$422K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
281+ 1.2% |
$24.3K - $26.5K
|
23.8K
$2.96M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
273+ 15.96% |
$23.6K - $25.7K
|
1.98K
$247K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
270+ 11.18% |
$23.4K - $25.4K
|
2.69K
$335K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
265+ 9.88% |
$22.9K - $25K
|
2.95K
$367K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
254+ 338.67% |
$22K - $23.9K
|
329
$41K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
253+ 4.39% |
$21.9K - $23.8K
|
6.01K
$750K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
250New |
$21.6K - $23.6K
|
250
$31.2K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
240+ 5.22% |
$20.8K - $22.6K
|
4.84K
$603K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
230+ 5.25% |
$19.9K - $21.7K
|
4.61K
$575K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
227+ 3.71% |
$19.6K - $21.4K
|
6.35K
$792K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
226+ 0.02% |
$19.6K - $21.3K
|
1.3M
$163M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
223+ 2.81% |
$19.3K - $21K
|
8.17K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
207New |
$17.9K - $19.5K
|
207
$25.8K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
195New |
$16.9K - $18.4K
|
195
$24.3K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
185+ 7.52% |
$16K - $17.4K
|
2.65K
$330K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
183+ 15.6% |
$15.8K - $17.2K
|
1.36K
$169K
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
BUY
|
- |
183+ 3.54% |
$15.8K - $17.2K
|
5.35K
$668K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
180+ 0.04% |
$15.6K - $17K
|
410K
$51.1M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
177+ 5.84% |
$15.3K - $16.7K
|
3.21K
$400K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
175+ 6.26% |
$15.1K - $16.5K
|
2.97K
$370K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
167+ 2.93% |
$14.4K - $15.7K
|
5.86K
$730K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
157+ 785.0% |
$13.6K - $14.8K
|
177
$22.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
155+ 2.32% |
$13.4K - $14.6K
|
6.84K
$853K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
151+ 4.77% |
$13.1K - $14.2K
|
3.32K
$414K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
151+ 3.61% |
$13.1K - $14.2K
|
4.34K
$541K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
148+ 1.73% |
$12.8K - $13.9K
|
8.72K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
144+ 3.14% |
$12.5K - $13.6K
|
4.73K
$589K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
142New |
$12.3K - $13.4K
|
142
$17.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
137+ 0.47% |
$11.9K - $12.9K
|
29.4K
$3.67M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
134+ 2.74% |
$11.6K - $12.6K
|
5.03K
$627K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
133+ 0.12% |
$11.5K - $12.5K
|
114K
$14.3M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
129+ 0.8% |
$11.2K - $12.2K
|
16.2K
$2.02M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
127+ 3.16% |
$11K - $12K
|
4.14K
$516K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
125+ 4.92% |
$10.8K - $11.8K
|
2.67K
$333K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
124+ 4.51% |
$10.7K - $11.7K
|
2.87K
$358K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
123+ 2.44% |
$10.6K - $11.6K
|
5.16K
$643K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
122+ 4.76% |
$10.6K - $11.5K
|
2.69K
$335K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
115+ 48.73% |
$9.95K - $10.8K
|
351
$43.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
109+ 1.22% |
$9.43K - $10.3K
|
9.06K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
108+ 2.23% |
$9.34K - $10.2K
|
4.95K
$617K
|