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
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-349- 0.52% |
$30.8K - $36.6K
|
67.1K
$8.88M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-349- 41.11% |
$30.8K - $36.6K
|
500
$66.1K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-349- 9.89% |
$30.8K - $36.6K
|
3.18K
$421K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-350- 4.19% |
$30.9K - $36.8K
|
8K
$1.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-350- 1.32% |
$30.9K - $36.8K
|
26.2K
$3.46M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-370- 0.21% |
$32.7K - $38.9K
|
178K
$23.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-377- 60.32% |
$33.3K - $39.6K
|
248
$32.8K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-379- 1.08% |
$33.5K - $39.8K
|
34.8K
$4.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-384- 13.31% |
$33.9K - $40.3K
|
2.5K
$331K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-395- 11.83% |
$34.9K - $41.5K
|
2.95K
$389K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-400- 57.14% |
$35.3K - $42K
|
300
$39.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-411- 9.87% |
$36.3K - $43.2K
|
3.76K
$497K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-452- 55.94% |
$39.9K - $47.5K
|
356
$47.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-462- 16.99% |
$40.8K - $48.5K
|
2.26K
$299K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-463- 0.85% |
$40.9K - $48.6K
|
54.2K
$7.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-475- 0.54% |
$41.9K - $49.9K
|
87.8K
$11.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-494- 4.05% |
$43.6K - $51.9K
|
11.7K
$1.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-495- 25.44% |
$43.7K - $52K
|
1.45K
$192K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-509- 19.24% |
$44.9K - $53.5K
|
2.14K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-523- 4.38% |
$46.2K - $54.9K
|
11.4K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-529- 18.24% |
$46.7K - $55.6K
|
2.37K
$314K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-547- 3.27% |
$48.3K - $57.4K
|
16.2K
$2.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-550- 16.58% |
$48.6K - $57.8K
|
2.77K
$366K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-585- 3.76% |
$51.7K - $61.4K
|
15K
$1.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-600- 10.45% |
$53K - $63K
|
5.14K
$680K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-618- 22.94% |
$54.6K - $64.9K
|
2.08K
$275K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-629- 4.42% |
$55.5K - $66.1K
|
13.6K
$1.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-636- 17.11% |
$56.2K - $66.8K
|
3.08K
$408K
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-641- 15.4% |
$56.6K - $67.3K
|
3.52K
$466K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-684- 20.45% |
$60.4K - $71.8K
|
2.66K
$352K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-693- 1.23% |
$61.2K - $72.8K
|
55.5K
$7.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-707- 89.95% |
$62.4K - $74.2K
|
79
$10.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-731- 3.67% |
$64.6K - $76.8K
|
19.2K
$2.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-743- 1.22% |
$65.6K - $78K
|
60.2K
$7.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-753- 1.45% |
$66.5K - $79.1K
|
51.1K
$6.76M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-756- 23.54% |
$66.8K - $79.4K
|
2.46K
$325K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-757- 23.11% |
$66.9K - $79.5K
|
2.52K
$333K
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-800- 3.07% |
$70.6K - $84K
|
25.3K
$3.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-800- 26.49% |
$70.6K - $84K
|
2.22K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-836- 3.7% |
$73.8K - $87.8K
|
21.8K
$2.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-863- 4.63% |
$76.2K - $90.6K
|
17.8K
$2.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-890- 19.3% |
$78.6K - $93.5K
|
3.72K
$492K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-907- 10.04% |
$80.1K - $95.2K
|
8.13K
$1.07M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-933- 7.66% |
$82.4K - $98K
|
11.2K
$1.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-960- 20.41% |
$84.8K - $101K
|
3.74K
$495K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-996- 3.08% |
$88K - $105K
|
31.3K
$4.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-999- 10.22% |
$88.2K - $105K
|
8.78K
$1.16M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.01K- 6.81% |
$89.4K - $106K
|
13.9K
$1.83M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.03K- 2.52% |
$90.7K - $108K
|
39.8K
$5.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.1K- 28.21% |
$97.1K - $116K
|
2.8K
$370K
|