Purchases and Sales Made in Q2 2024 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
98+ 23.84% |
$8.65K - $10.3K
|
509
$67.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
83+ 0.69% |
$7.33K - $8.72K
|
12.2K
$1.61M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
82+ 0.6% |
$7.24K - $8.61K
|
13.7K
$1.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
80+ 2.37% |
$7.06K - $8.4K
|
3.45K
$456K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
79+ 1.35% |
$6.98K - $8.3K
|
5.92K
$783K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
79+ 158.0% |
$6.98K - $8.3K
|
129
$17.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
79+ 11.79% |
$6.98K - $8.3K
|
749
$99K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
78New |
$6.89K - $8.19K
|
78
$10.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
71+ 1.06% |
$6.27K - $7.46K
|
6.75K
$893K
|
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
70+ 1.63% |
$6.18K - $7.35K
|
4.36K
$577K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
69+ 1.55% |
$6.09K - $7.25K
|
4.53K
$599K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
67+ 1.33% |
$5.92K - $7.04K
|
5.11K
$675K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
65+ 0.27% |
$5.74K - $6.83K
|
23.8K
$3.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
61+ 2.06% |
$5.39K - $6.41K
|
3.02K
$399K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
61+ 1.49% |
$5.39K - $6.41K
|
4.17K
$551K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
59+ 842.86% |
$5.21K - $6.2K
|
66
$8.73K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
57+ 5.04% |
$5.03K - $5.99K
|
1.19K
$157K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
57+ 814.29% |
$5.03K - $5.99K
|
64
$8.46K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
55New |
$4.86K - $5.78K
|
55
$7.27K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
55+ 0.17% |
$4.86K - $5.78K
|
33K
$4.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
54+ 1.83% |
$4.77K - $5.67K
|
3.01K
$398K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
52+ 0.31% |
$4.59K - $5.46K
|
16.8K
$2.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
50+ 1.37% |
$4.42K - $5.25K
|
3.71K
$490K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
49+ 1.36% |
$4.33K - $5.15K
|
3.65K
$483K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
47+ 0.73% |
$4.15K - $4.94K
|
6.45K
$853K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
44+ 12.54% |
$3.89K - $4.62K
|
395
$52.2K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
41+ 1.21% |
$3.62K - $4.31K
|
3.43K
$453K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
41+ 1.9% |
$3.62K - $4.31K
|
2.2K
$291K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
38+ 1.32% |
$3.36K - $3.99K
|
2.91K
$385K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
37+ 2.93% |
$3.27K - $3.89K
|
1.3K
$172K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
37+ 0.41% |
$3.27K - $3.89K
|
8.98K
$1.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
34New |
$3K - $3.57K
|
34
$4.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
33+ 2.45% |
$2.91K - $3.47K
|
1.38K
$182K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
33+ 19.64% |
$2.91K - $3.47K
|
201
$26.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
32+ 58.18% |
$2.83K - $3.36K
|
87
$11.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
31+ 281.82% |
$2.74K - $3.26K
|
42
$5.55K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
31New |
$2.74K - $3.26K
|
31
$4.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
31+ 1.55% |
$2.74K - $3.26K
|
2.03K
$268K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30+ 0.54% |
$2.65K - $3.15K
|
5.63K
$745K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
30+ 1.2% |
$2.65K - $3.15K
|
2.53K
$335K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
28+ 4.93% |
$2.47K - $2.94K
|
596
$78.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
27+ 17.2% |
$2.38K - $2.84K
|
184
$24.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
26+ 1.93% |
$2.3K - $2.73K
|
1.37K
$181K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25+ 0.68% |
$2.21K - $2.63K
|
3.72K
$492K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
24+ 0.32% |
$2.12K - $2.52K
|
7.57K
$1M
|
|
|
Aug 07, 2024
Q2 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
24+ 0.08% |
$2.12K - $2.52K
|
30.5K
$4.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
23+ 17.04% |
$2.03K - $2.42K
|
158
$20.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
23New |
$2.03K - $2.42K
|
23
$3.04K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
21+ 0.55% |
$1.85K - $2.21K
|
3.81K
$503K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
21New |
$1.85K - $2.21K
|
21
$2.78K
|