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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
23New |
$2.03K - $2.42K
|
23
$3.39K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
23+ 17.04% |
$2.03K - $2.42K
|
158
$23.3K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
21New |
$1.85K - $2.21K
|
21
$3.09K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
21+ 0.55% |
$1.85K - $2.21K
|
3.81K
$560K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
19+ 0.27% |
$1.68K - $2K
|
7.06K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
18+ 200.0% |
$1.59K - $1.89K
|
27
$3.98K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
18+ 0.11% |
$1.59K - $1.89K
|
16.3K
$2.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
17New |
$1.5K - $1.79K
|
17
$2.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16+ 28.57% |
$1.41K - $1.68K
|
72
$10.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
15+ 0.41% |
$1.32K - $1.58K
|
3.68K
$542K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
15+ 0.35% |
$1.32K - $1.58K
|
4.25K
$626K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
15+ 0.27% |
$1.32K - $1.58K
|
5.63K
$829K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14+ 0.39% |
$1.24K - $1.47K
|
3.59K
$528K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
14New |
$1.24K - $1.47K
|
14
$2.06K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14+ 100.0% |
$1.24K - $1.47K
|
28
$4.12K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
14+ 0.61% |
$1.24K - $1.47K
|
2.31K
$340K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14New |
$1.24K - $1.47K
|
14
$2.06K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 0.8% |
$971 - $1.16K
|
1.38K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11+ 0.39% |
$971 - $1.16K
|
2.82K
$416K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11+ 0.23% |
$971 - $1.16K
|
4.71K
$694K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.27% |
$883 - $1.05K
|
3.76K
$554K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10+ 0.03% |
$883 - $1.05K
|
29.6K
$4.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
10+ 0.17% |
$883 - $1.05K
|
6.02K
$886K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
9New |
$795 - $945
|
9
$1.33K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
9+ 0.35% |
$795 - $945
|
2.58K
$379K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
8+ 5.71% |
$706 - $840
|
148
$21.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8+ 2.05% |
$706 - $840
|
399
$58.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
8+ 0.32% |
$706 - $840
|
2.5K
$368K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
6+ 0.11% |
$530 - $630
|
5.49K
$809K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.24% |
$530 - $630
|
2.52K
$371K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
6+ 23.08% |
$530 - $630
|
32
$4.71K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6+ 16.22% |
$530 - $630
|
43
$6.33K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
6+ 0.94% |
$530 - $630
|
641
$94.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6New |
$530 - $630
|
6
$884
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 2.11% |
$530 - $630
|
290
$42.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$530 - $630
|
6
$884
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 45.45% |
$442 - $525
|
16
$2.36K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.89% |
$442 - $525
|
565
$83.2K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 0.49% |
$353 - $420
|
822
$121K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 1.53% |
$353 - $420
|
266
$39.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3+ 0.05% |
$265 - $315
|
6.57K
$968K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 0.22% |
$265 - $315
|
1.38K
$203K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 0.19% |
$265 - $315
|
1.6K
$235K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.69% |
$177 - $210
|
293
$43.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.57% |
$177 - $210
|
355
$52.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
1New |
$88.3 - $105
|
1
$147
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.6% |
$88.3 - $105
|
168
$24.7K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1New |
$88.3 - $105
|
1
$147
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
1+ 0.71% |
$88.3 - $105
|
141
$20.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.7% |
$88.3 - $105
|
143
$21.1K
|