Purchases and Sales Made in Q2 2024 in Welltower Inc. (WELL)

WELL Quotes by TradingView

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
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
668
+ 1.54%
$59K - $70.1K
44.1K $5.83M
Aug 06, 2024 Q2 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
661
+ 13.72%
$58.4K - $69.4K
5.48K $725K
Aug 14, 2024 Q2 2024
Ellevest, Inc.

BUY
 -
656
+ 13.88%
$57.9K - $68.9K
5.38K $712K
Jul 19, 2024 Q2 2024
Sara Bay Financial

BUY
 -
655
+ 12.24%
$57.8K - $68.8K
6.01K $794K
Aug 09, 2024 Q2 2024
Horizon Investments, LLC

Charlotte, NC
BUY
 -
643
+ 8.02%
$56.8K - $67.5K
8.66K $1.14M
Aug 13, 2024 Q2 2024
Penserra Capital Management LLC

Orinda, CA
BUY
 -
612
+ 7.41%
$54K - $64.3K
8.87K $1.17M
Aug 14, 2024 Q2 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
598
+ 22.65%
$52.8K - $62.8K
3.24K $428K
Jul 31, 2024 Q2 2024
Commonwealth Equity Services, LLC

BUY
 -
597
+ 0.62%
$52.7K - $62.7K
96.7K $12.8M
Jul 18, 2024 Q2 2024
Assenagon Asset Management S.A.

BUY
 -
583
+ 3.5%
$51.5K - $61.2K
17.2K $2.28M
Jul 08, 2024 Q2 2024
Bank & Trust CO

Litchfield, IL
BUY
 -
550
New
$48.6K - $57.8K
550 $72.7K
Jul 25, 2024 Q2 2024
Raymond James Trust N.A.

BUY
 -
512
+ 2.12%
$45.2K - $53.8K
24.7K $3.26M
Aug 08, 2024 Q2 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
510
+ 17.65%
$45K - $53.6K
3.4K $450K
Jul 31, 2024 Q2 2024
Aptus Capital Advisors, LLC

BUY
 -
501
+ 18.65%
$44.2K - $52.6K
3.19K $421K
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
480
New
$42.4K - $50.4K
480 $63.5K
Jul 16, 2024 Q2 2024
Friedenthal Financial

BUY
 -
476
New
$42K - $50K
476 $62.9K
Aug 08, 2024 Q2 2024
Westover Capital Advisors, LLC

Wilmington, DE
BUY
 -
462
+ 1.43%
$40.8K - $48.5K
32.8K $4.34M
Jul 30, 2024 Q2 2024
Baldwin Investment Management, LLC

BUY
 -
450
+ 13.6%
$39.7K - $47.3K
3.76K $497K
Aug 13, 2024 Q2 2024
Twin Tree Management, LP

Dallas, TX
BUY
 -
437
New
$38.6K - $45.9K
437 $57.8K
Aug 14, 2024 Q2 2024
Townsquare Capital LLC

BUY
 -
431
+ 15.86%
$38.1K - $45.3K
3.15K $416K
Aug 07, 2024 Q2 2024
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
430
+ 159.26%
$38K - $45.2K
700 $92.6K
Aug 05, 2024 Q2 2024
Savant Capital, LLC

BUY
 -
430
+ 5.49%
$38K - $45.2K
8.27K $1.09M
Jul 12, 2024 Q2 2024
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
422
+ 123.03%
$37.3K - $44.3K
765 $101K
Aug 09, 2024 Q2 2024
Connors Investor Services Inc

Wyomissing, PA
BUY
 -
410
+ 0.35%
$36.2K - $43.1K
118K $15.6M
Jul 15, 2024 Q2 2024
Livforsakringsbolaget Skandia, Omsesidigt

Stockholm, V7
BUY
 -
400
+ 53.69%
$35.3K - $42K
1.15K $151K
Aug 13, 2024 Q2 2024
Pitcairn CO

Jenkintown, PA
BUY
 -
362
+ 14.7%
$32K - $38K
2.82K $373K
Jul 26, 2024 Q2 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
355
+ 9.58%
$31.4K - $37.3K
4.06K $537K
Aug 12, 2024 Q2 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
353
+ 4.52%
$31.2K - $37.1K
8.16K $1.08M
Jul 24, 2024 Q2 2024
Everhart Financial Group, Inc.

BUY
 -
346
+ 7.11%
$30.6K - $36.3K
5.22K $690K
Aug 14, 2024 Q2 2024
Cambria Investment Management, L.P.

BUY
 -
342
+ 10.52%
$30.2K - $35.9K
3.59K $475K
Aug 09, 2024 Q2 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
341
+ 15.68%
$30.1K - $35.8K
2.52K $333K
Aug 07, 2024 Q2 2024
Motco

BUY
 -
320
+ 16.73%
$28.3K - $33.6K
2.23K $295K
Jul 31, 2024 Q2 2024
Graypoint LLC

BUY
 -
320
+ 11.91%
$28.3K - $33.6K
3.01K $398K
Aug 13, 2024 Q2 2024
Assetmark, Inc

BUY
 -
312
+ 16.79%
$27.6K - $32.8K
2.17K $287K
Jul 31, 2024 Q2 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
311
+ 15.26%
$27.5K - $32.7K
2.35K $311K
Aug 14, 2024 Q2 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
311
+ 0.9%
$27.5K - $32.7K
35K $4.63M
Aug 13, 2024 Q2 2024
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
305
+ 5.09%
$26.9K - $32K
6.29K $832K
Aug 22, 2024 Q2 2024
Cypress Capital, LLC

BUY
 -
304
New
$26.8K - $31.9K
304 $40.2K
Jul 30, 2024 Q2 2024
Centerpoint Advisors, LLC

BUY
 -
300
New
$26.5K - $31.5K
300 $39.7K
Aug 14, 2024 Q2 2024
Legacy Wealth Asset Management, LLC

BUY
 -
299
+ 6.53%
$26.4K - $31.4K
4.88K $645K
Aug 05, 2024 Q2 2024
Drake & Associates, LLC

Waukesha, WI
BUY
 -
289
+ 5.85%
$25.5K - $30.3K
5.23K $692K
Jul 31, 2024 Q2 2024
Essex Financial Services, Inc.

BUY
 -
286
+ 12.53%
$25.3K - $30K
2.57K $340K
Aug 13, 2024 Q2 2024
Ostrum Asset Management

Paris, I0
BUY
 -
284
+ 6.07%
$25.1K - $29.8K
4.97K $657K
Aug 08, 2024 Q2 2024
Meeder Asset Management Inc

BUY
 -
283
New
$25K - $29.7K
283 $37.4K
Aug 02, 2024 Q2 2024
Tectonic Advisors LLC

Plano, TX
BUY
 -
280
+ 7.87%
$24.7K - $29.4K
3.84K $507K
Aug 09, 2024 Q2 2024
Virtu Financial LLC

New York, NY
BUY
 -
279
+ 4.76%
$24.6K - $29.3K
6.15K $813K
Aug 09, 2024 Q2 2024
Proquility Private Wealth Partners, LLC

Las Vegas, NV
BUY
 -
278
+ 1.37%
$24.6K - $29.2K
20.5K $2.72M
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
278
+ 3.72%
$24.6K - $29.2K
7.75K $1.02M
Aug 13, 2024 Q2 2024
Legacy Financial Advisors, Inc.

BUY
 -
274
+ 11.86%
$24.2K - $28.8K
2.59K $342K
Jul 24, 2024 Q2 2024
Fin Trust Capital Advisors, LLC

BUY
 -
272
+ 173.25%
$24K - $28.6K
429 $56.7K

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