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 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25+ 0.68% |
$2.21K - $2.63K
|
3.72K
$566K
|
|
|
Aug 07, 2024
Q2 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
24+ 0.08% |
$2.12K - $2.52K
|
30.5K
$4.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
24+ 0.32% |
$2.12K - $2.52K
|
7.57K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
23+ 17.04% |
$2.03K - $2.42K
|
158
$24.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
23New |
$2.03K - $2.42K
|
23
$3.5K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
21New |
$1.85K - $2.21K
|
21
$3.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
21+ 0.55% |
$1.85K - $2.21K
|
3.81K
$579K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
19+ 0.27% |
$1.68K - $2K
|
7.06K
$1.08M
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
18+ 0.11% |
$1.59K - $1.89K
|
16.3K
$2.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
18+ 200.0% |
$1.59K - $1.89K
|
27
$4.11K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
17New |
$1.5K - $1.79K
|
17
$2.59K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16+ 28.57% |
$1.41K - $1.68K
|
72
$11K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
15+ 0.35% |
$1.32K - $1.58K
|
4.25K
$647K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
15+ 0.27% |
$1.32K - $1.58K
|
5.63K
$857K
|
|
|
Aug 05, 2024
Q2 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
15+ 0.41% |
$1.32K - $1.58K
|
3.68K
$560K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14+ 100.0% |
$1.24K - $1.47K
|
28
$4.26K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
14New |
$1.24K - $1.47K
|
14
$2.13K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14+ 0.39% |
$1.24K - $1.47K
|
3.59K
$546K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14New |
$1.24K - $1.47K
|
14
$2.13K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
14+ 0.61% |
$1.24K - $1.47K
|
2.31K
$351K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11+ 0.39% |
$971 - $1.16K
|
2.82K
$430K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 0.8% |
$971 - $1.16K
|
1.38K
$210K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11+ 0.23% |
$971 - $1.16K
|
4.71K
$718K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10+ 0.03% |
$883 - $1.05K
|
29.6K
$4.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.27% |
$883 - $1.05K
|
3.76K
$573K
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
10+ 0.17% |
$883 - $1.05K
|
6.02K
$917K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
9New |
$795 - $945
|
9
$1.37K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
9+ 0.35% |
$795 - $945
|
2.58K
$392K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
8+ 5.71% |
$706 - $840
|
148
$22.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8+ 2.05% |
$706 - $840
|
399
$60.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
8+ 0.32% |
$706 - $840
|
2.5K
$380K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$530 - $630
|
6
$914
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 2.11% |
$530 - $630
|
290
$44.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
6+ 23.08% |
$530 - $630
|
32
$4.87K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6+ 16.22% |
$530 - $630
|
43
$6.55K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
6+ 0.94% |
$530 - $630
|
641
$97.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.24% |
$530 - $630
|
2.52K
$384K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6New |
$530 - $630
|
6
$914
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
6+ 0.11% |
$530 - $630
|
5.49K
$836K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 45.45% |
$442 - $525
|
16
$2.44K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.89% |
$442 - $525
|
565
$86K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 1.53% |
$353 - $420
|
266
$40.5K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 0.49% |
$353 - $420
|
822
$125K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3+ 0.05% |
$265 - $315
|
6.57K
$1M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 0.22% |
$265 - $315
|
1.38K
$209K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 0.19% |
$265 - $315
|
1.6K
$243K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.69% |
$177 - $210
|
293
$44.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.57% |
$177 - $210
|
355
$54K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.2% |
$88.3 - $105
|
505
$76.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.7% |
$88.3 - $105
|
143
$21.8K
|