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 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-100- 3.46% |
$8.83K - $10.5K
|
2.79K
$369K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 1.18% |
$8.83K - $10.5K
|
8.4K
$1.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-100- 66.23% |
$8.83K - $10.5K
|
51
$6.74K
|
|
|
Aug 12, 2024
Q2 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-100- 0.67% |
$8.83K - $10.5K
|
14.9K
$1.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-103- 8.74% |
$9.1K - $10.8K
|
1.08K
$142K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-112- 2.65% |
$9.89K - $11.8K
|
4.11K
$544K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-115- 0.44% |
$10.2K - $12.1K
|
26.2K
$3.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-120- 1.42% |
$10.6K - $12.6K
|
8.32K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-122- 1.03% |
$10.8K - $12.8K
|
11.8K
$1.55M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-131- 0.98% |
$11.6K - $13.8K
|
13.2K
$1.75M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-132- 67.69% |
$11.7K - $13.9K
|
63
$8.33K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-144- 2.8% |
$12.7K - $15.1K
|
5K
$661K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-147- 3.33% |
$13K - $15.4K
|
4.27K
$565K
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-150- 6.83% |
$13.2K - $15.8K
|
2.05K
$270K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-150- 5.59% |
$13.2K - $15.8K
|
2.54K
$335K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 2.18% |
$13.2K - $15.8K
|
6.74K
$891K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-150- 1.29% |
$13.2K - $15.8K
|
11.5K
$1.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-152- 3.82% |
$13.4K - $16K
|
3.83K
$506K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-161- 5.41% |
$14.2K - $16.9K
|
2.82K
$372K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-162- 2.0% |
$14.3K - $17K
|
7.95K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-165- 14.36% |
$14.6K - $17.3K
|
984
$130K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-165- 1.08% |
$14.6K - $17.3K
|
15K
$1.99M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-178- 5.13% |
$15.7K - $18.7K
|
3.29K
$435K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-181- 2.36% |
$16K - $19K
|
7.49K
$991K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-187- 3.35% |
$16.5K - $19.6K
|
5.4K
$714K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-191- 8.78% |
$16.9K - $20.1K
|
1.99K
$262K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-197- 4.07% |
$17.4K - $20.7K
|
4.64K
$613K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-198- 4.0% |
$17.5K - $20.8K
|
4.75K
$629K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-200- 66.67% |
$17.7K - $21K
|
100
$13.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-200- 8.42% |
$17.7K - $21K
|
2.18K
$288K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-202- 2.99% |
$17.8K - $21.2K
|
6.55K
$866K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-206- 4.97% |
$18.2K - $21.6K
|
3.94K
$520K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-223- 1.36% |
$19.7K - $23.4K
|
16.2K
$2.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-240- 0.8% |
$21.2K - $25.2K
|
29.9K
$3.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-241- 0.82% |
$21.3K - $25.3K
|
29.2K
$3.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-248- 8.0% |
$21.9K - $26K
|
2.85K
$377K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-251- 3.34% |
$22.2K - $26.4K
|
7.26K
$960K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-260- 5.57% |
$23K - $27.3K
|
4.41K
$583K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-267- 2.56% |
$23.6K - $28K
|
10.2K
$1.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-269- 11.14% |
$23.8K - $28.2K
|
2.15K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-270- 3.22% |
$23.8K - $28.4K
|
8.13K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-282- 6.84% |
$24.9K - $29.6K
|
3.84K
$508K
|
|
|
Jul 24, 2024
Q2 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-286- 0.06% |
$25.3K - $30K
|
457K
$60.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-300- 10.71% |
$26.5K - $31.5K
|
2.5K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-310- 2.09% |
$27.4K - $32.6K
|
14.6K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-316- 7.66% |
$27.9K - $33.2K
|
3.81K
$504K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-333- 65.42% |
$29.4K - $35K
|
176
$23.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
SELL
|
- |
-335- 12.93% |
$29.6K - $35.2K
|
2.26K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-340- 10.46% |
$30K - $35.7K
|
2.91K
$385K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-344- 4.13% |
$30.4K - $36.1K
|
7.99K
$1.06M
|