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 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
2.4KNew |
$212K - $252K
|
2.4K
$317K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.37KNew |
$209K - $249K
|
2.37K
$313K
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2.32KNew |
$205K - $244K
|
2.32K
$307K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.3KNew |
$203K - $242K
|
2.3K
$305K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.28K+ 40.76% |
$201K - $239K
|
7.87K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.26K+ 12.36% |
$200K - $237K
|
20.6K
$2.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.25KNew |
$199K - $236K
|
2.25K
$298K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.25K+ 10.77% |
$199K - $236K
|
23.1K
$3.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.25K+ 12.16% |
$199K - $236K
|
20.7K
$2.74M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.24KNew |
$197K - $235K
|
2.24K
$296K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.22K+ 6.12% |
$196K - $233K
|
38.6K
$5.1M
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.2K+ 9.91% |
$194K - $231K
|
24.4K
$3.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.19KNew |
$193K - $230K
|
2.19K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.18KNew |
$193K - $229K
|
2.18K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
2.18K+ 1.79% |
$192K - $229K
|
124K
$16.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
2.16K+ 10.84% |
$191K - $227K
|
22.1K
$2.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.15K+ 16.13% |
$190K - $225K
|
15.5K
$2.04M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.14KNew |
$189K - $225K
|
2.14K
$283K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
2.14KNew |
$189K - $225K
|
2.14K
$283K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.12KNew |
$187K - $223K
|
2.12K
$280K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
2.11KNew |
$186K - $221K
|
2.11K
$279K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.11KNew |
$186K - $221K
|
2.11K
$278K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.09KNew |
$185K - $220K
|
2.09K
$277K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.08KNew |
$184K - $218K
|
2.08K
$275K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.07KNew |
$183K - $217K
|
2.07K
$273K
|
|
|
Jul 12, 2024
Q2 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
2.06KNew |
$182K - $216K
|
2.06K
$272K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.03K+ 27.6% |
$180K - $213K
|
9.4K
$1.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.03K+ 6.18% |
$179K - $213K
|
34.9K
$4.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.03KNew |
$179K - $213K
|
2.03K
$268K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.01KNew |
$177K - $211K
|
2.01K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2KNew |
$177K - $210K
|
2K
$264K
|
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
2KNew |
$177K - $210K
|
2K
$264K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2KNew |
$177K - $210K
|
2K
$264K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2KNew |
$177K - $210K
|
2K
$264K
|
|
|
Aug 02, 2024
Q2 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2KNew |
$177K - $210K
|
2K
$264K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.97K+ 13.86% |
$174K - $207K
|
16.2K
$2.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
1.96KNew |
$173K - $206K
|
1.96K
$259K
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.95KNew |
$172K - $205K
|
1.95K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.9K+ 5.65% |
$168K - $200K
|
35.5K
$4.69M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
1.78K+ 5.47% |
$157K - $187K
|
34.4K
$4.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.78KNew |
$157K - $187K
|
1.78K
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.77K+ 6.48% |
$157K - $186K
|
29.1K
$3.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.75K+ 1.49% |
$155K - $184K
|
119K
$15.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.72K+ 33.28% |
$152K - $180K
|
6.87K
$909K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.7K+ 3.14% |
$150K - $178K
|
55.7K
$7.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.67K+ 3.11% |
$147K - $175K
|
55.4K
$7.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.66K+ 471.1% |
$147K - $175K
|
2.02K
$267K
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.63K+ 15.89% |
$144K - $171K
|
11.9K
$1.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.62K+ 81.44% |
$143K - $170K
|
3.6K
$476K
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.6K+ 4.97% |
$141K - $168K
|
33.8K
$4.47M
|