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 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
127+ 2.25% |
$11K - $12K
|
5.76K
$874K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
125+ 4.92% |
$10.8K - $11.8K
|
2.67K
$405K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
124+ 4.51% |
$10.7K - $11.7K
|
2.87K
$436K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
123+ 2.44% |
$10.6K - $11.6K
|
5.16K
$782K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
122+ 4.76% |
$10.6K - $11.5K
|
2.69K
$408K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
115+ 48.73% |
$9.95K - $10.8K
|
351
$53.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
109+ 1.22% |
$9.43K - $10.3K
|
9.06K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
108+ 2.23% |
$9.34K - $10.2K
|
4.95K
$751K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
107+ 2.96% |
$9.26K - $10.1K
|
3.72K
$564K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
107+ 0.99% |
$9.26K - $10.1K
|
10.9K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
106+ 0.47% |
$9.17K - $9.99K
|
22.7K
$3.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
106+ 2.93% |
$9.17K - $9.99K
|
3.72K
$564K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
104New |
$9K - $9.8K
|
104
$15.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
104+ 2.08% |
$9K - $9.8K
|
5.12K
$776K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
101+ 6.16% |
$8.74K - $9.52K
|
1.74K
$264K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
101+ 3.09% |
$8.74K - $9.52K
|
3.37K
$512K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.07% |
$8.65K - $9.43K
|
152K
$23M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
100New |
$8.65K - $9.43K
|
100
$15.2K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
94+ 10.06% |
$8.13K - $8.86K
|
1.03K
$156K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
89+ 2.63% |
$7.7K - $8.39K
|
3.47K
$526K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
86+ 1.91% |
$7.44K - $8.11K
|
4.58K
$695K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
85+ 0.42% |
$7.35K - $8.01K
|
20.2K
$3.07M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
83+ 1.43% |
$7.18K - $7.82K
|
5.88K
$892K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
81+ 3.0% |
$7.01K - $7.63K
|
2.78K
$422K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
76+ 1.73% |
$6.57K - $7.16K
|
4.46K
$677K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
75+ 5.44% |
$6.49K - $7.07K
|
1.45K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
72+ 3.1% |
$6.23K - $6.79K
|
2.39K
$363K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
70+ 1.51% |
$6.06K - $6.6K
|
4.7K
$713K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
69+ 4.19% |
$5.97K - $6.5K
|
1.71K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
66+ 0.63% |
$5.71K - $6.22K
|
10.5K
$1.6M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
66+ 3.68% |
$5.71K - $6.22K
|
1.86K
$282K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
63+ 62.38% |
$5.45K - $5.94K
|
164
$24.9K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
62+ 8.97% |
$5.36K - $5.84K
|
753
$114K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
61+ 21.63% |
$5.28K - $5.75K
|
343
$52K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
58New |
$5.02K - $5.47K
|
58
$8.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
57New |
$4.93K - $5.37K
|
57
$8.65K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
55New |
$4.76K - $5.18K
|
55
$8.34K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
52New |
$4.5K - $4.9K
|
52
$7.89K
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
52+ 0.86% |
$4.5K - $4.9K
|
6.08K
$922K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
51+ 1.59% |
$4.41K - $4.81K
|
3.26K
$494K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
51+ 0.88% |
$4.41K - $4.81K
|
5.82K
$884K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
50New |
$4.33K - $4.71K
|
50
$7.58K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
50New |
$4.33K - $4.71K
|
50
$7.58K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
48+ 1.85% |
$4.15K - $4.52K
|
2.64K
$401K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
46New |
$3.98K - $4.34K
|
46
$6.98K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
45+ 0.34% |
$3.89K - $4.24K
|
13.4K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
43+ 0.25% |
$3.72K - $4.05K
|
17.6K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
37+ 3.33% |
$3.2K - $3.49K
|
1.15K
$174K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
36+ 1.11% |
$3.11K - $3.39K
|
3.28K
$497K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
35+ 18.32% |
$3.03K - $3.3K
|
226
$34.3K
|