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 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.55KNew |
$137K - $163K
|
1.55K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.53K+ 15.09% |
$135K - $161K
|
11.7K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.52K+ 46.6% |
$134K - $159K
|
4.77K
$650K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.5KNew |
$133K - $158K
|
1.5K
$205K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.47K+ 18.69% |
$130K - $154K
|
9.34K
$1.27M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.47K+ 8.35% |
$130K - $154K
|
19K
$2.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.44K+ 5.38% |
$127K - $151K
|
28.1K
$3.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.43K+ 4.14% |
$127K - $151K
|
36.1K
$4.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
1.42KNew |
$126K - $149K
|
1.42K
$194K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.4K+ 1.46% |
$124K - $147K
|
97.5K
$13.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.32KNew |
$116K - $138K
|
1.32K
$180K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.32KNew |
$116K - $138K
|
1.32K
$180K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.32K+ 2.94% |
$116K - $138K
|
46.1K
$6.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.31K+ 42.8% |
$115K - $137K
|
4.35K
$594K
|
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1.3K+ 3.84% |
$115K - $137K
|
35.2K
$4.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.29K+ 21.77% |
$114K - $135K
|
7.2K
$983K
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.28K+ 9.1% |
$113K - $134K
|
15.3K
$2.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.21K+ 36.62% |
$107K - $127K
|
4.51K
$615K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.21K+ 45.22% |
$107K - $127K
|
3.87K
$529K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.19K+ 8.7% |
$105K - $125K
|
14.9K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
1.19K+ 4.52% |
$105K - $124K
|
27.4K
$3.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.15K+ 1.54% |
$102K - $121K
|
76.1K
$10.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.14K+ 35.55% |
$101K - $120K
|
4.35K
$594K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.14K+ 198.43% |
$100K - $119K
|
1.71K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.14K+ 13.87% |
$100K - $119K
|
9.34K
$1.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1.11K+ 2.41% |
$97.9K - $116K
|
47.1K
$6.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.11K+ 14.0% |
$97.8K - $116K
|
9.01K
$1.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.1K+ 13.51% |
$97.5K - $116K
|
9.27K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.08K+ 44.21% |
$95.4K - $113K
|
3.52K
$481K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.03K+ 14.87% |
$91K - $108K
|
7.96K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.03KNew |
$90.9K - $108K
|
1.03K
$140K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.02K+ 5.58% |
$90.1K - $107K
|
19.3K
$2.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.01K+ 5.79% |
$89.1K - $106K
|
18.4K
$2.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1KNew |
$88.3K - $105K
|
1K
$136K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
982+ 33.54% |
$86.7K - $103K
|
3.91K
$534K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
974+ 9.21% |
$86K - $102K
|
11.6K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
953+ 10.21% |
$84.2K - $100K
|
10.3K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
936+ 2.02% |
$82.7K - $98.3K
|
47.3K
$6.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
BUY
|
- |
915+ 10.96% |
$80.8K - $96.1K
|
9.26K
$1.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
873New |
$77.1K - $91.7K
|
873
$119K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
868+ 16.45% |
$76.7K - $91.1K
|
6.14K
$839K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
848+ 9.64% |
$74.9K - $89K
|
9.64K
$1.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
820+ 7.55% |
$72.4K - $86.1K
|
11.7K
$1.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
817+ 5.32% |
$72.1K - $85.8K
|
16.2K
$2.21M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
815New |
$72K - $85.6K
|
815
$111K
|
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
800+ 6.45% |
$70.6K - $84K
|
13.2K
$1.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
792+ 2.9% |
$69.9K - $83.2K
|
28.1K
$3.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
790+ 3.79% |
$69.8K - $83K
|
21.7K
$2.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
675+ 23.26% |
$59.6K - $70.9K
|
3.58K
$488K
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
672+ 11.43% |
$59.3K - $70.6K
|
6.55K
$894K
|