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 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1+ 0.01% |
$88.3 - $105
|
9.06K
$1.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 1.47% |
$88.3 - $105
|
69
$10.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.07% |
$88.3 - $105
|
1.47K
$217K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.11% |
$88.3 - $105
|
912
$134K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.2% |
$88.3 - $105
|
505
$74.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.4% |
$88.3 - $105
|
254
$37.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1- 0.52% |
$88.3 - $105
|
191
$28.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3- 0.04% |
$265 - $315
|
8.52K
$1.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 44.44% |
$353 - $420
|
5
$736
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 0.23% |
$353 - $420
|
1.72K
$253K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6- 5.36% |
$530 - $630
|
106
$15.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8- 0.31% |
$706 - $840
|
2.61K
$384K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 0.75% |
$706 - $840
|
1.06K
$156K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8- 0.41% |
$706 - $840
|
1.94K
$285K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-9- 12.0% |
$795 - $945
|
66
$9.72K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-10- 0.38% |
$883 - $1.05K
|
2.63K
$388K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-10- 0.1% |
$883 - $1.05K
|
9.62K
$1.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 1.19% |
$883 - $1.05K
|
830
$122K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13- 43.33% |
$1.15K - $1.37K
|
17
$2.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-13- 0.04% |
$1.15K - $1.37K
|
36.7K
$5.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-15- 0.54% |
$1.32K - $1.58K
|
2.74K
$404K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-15- 6.64% |
$1.32K - $1.58K
|
211
$31.1K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-18- 13.33% |
$1.59K - $1.89K
|
117
$17.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18- 0.62% |
$1.59K - $1.89K
|
2.89K
$425K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-20- 4.34% |
$1.77K - $2.1K
|
441
$64.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-21- 0.58% |
$1.85K - $2.21K
|
3.57K
$526K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-25- 0.17% |
$2.21K - $2.63K
|
14.4K
$2.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-26- 4.96% |
$2.3K - $2.73K
|
498
$73.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-27Closed |
$2.38K - $2.84K
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-30- 0.71% |
$2.65K - $3.15K
|
4.17K
$614K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-31- 0.28% |
$2.74K - $3.26K
|
10.9K
$1.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
SELL
|
- |
-36- 1.22% |
$3.18K - $3.78K
|
2.91K
$428K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-38- 4.01% |
$3.36K - $3.99K
|
910
$134K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-41- 1.14% |
$3.62K - $4.31K
|
3.57K
$525K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-42- 2.25% |
$3.71K - $4.41K
|
1.82K
$268K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-43- 1.49% |
$3.8K - $4.52K
|
2.84K
$418K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-44- 1.53% |
$3.89K - $4.62K
|
2.82K
$416K
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-45- 0.04% |
$3.97K - $4.73K
|
125K
$18.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-45- 0.06% |
$3.97K - $4.73K
|
79.1K
$11.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-46- 2.05% |
$4.06K - $4.83K
|
2.2K
$324K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-55- 1.26% |
$4.86K - $5.78K
|
4.33K
$637K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-57- 4.2% |
$5.03K - $5.99K
|
1.3K
$191K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-62- 1.81% |
$5.48K - $6.51K
|
3.35K
$494K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-64- 39.02% |
$5.65K - $6.72K
|
100
$14.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-64- 1.12% |
$5.65K - $6.72K
|
5.64K
$830K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-70- 2.65% |
$6.18K - $7.35K
|
2.57K
$379K
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-71- 0.08% |
$6.27K - $7.46K
|
84.5K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-71- 1.71% |
$6.27K - $7.46K
|
4.09K
$602K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-75- 8.49% |
$6.62K - $7.88K
|
808
$119K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-77- 2.7% |
$6.8K - $8.09K
|
2.77K
$408K
|