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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
270+ 4.61% |
$23.8K - $28.4K
|
6.13K
$836K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
263+ 9.46% |
$23.2K - $27.6K
|
3.04K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
263+ 72.45% |
$23.2K - $27.6K
|
626
$85.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
261New |
$23K - $27.4K
|
261
$35.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
252+ 3.69% |
$22.3K - $26.5K
|
7.09K
$967K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
250+ 2.14% |
$22.1K - $26.3K
|
12K
$1.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
247+ 7.74% |
$21.8K - $25.9K
|
3.44K
$469K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
245New |
$21.6K - $25.7K
|
245
$33.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
243New |
$21.5K - $25.5K
|
243
$33.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
240+ 5.63% |
$21.2K - $25.2K
|
4.5K
$615K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
237+ 44.63% |
$20.9K - $24.9K
|
768
$105K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
234+ 4.65% |
$20.7K - $24.6K
|
5.26K
$718K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
231+ 2.29% |
$20.4K - $24.3K
|
10.3K
$1.41M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
226+ 9.02% |
$20K - $23.7K
|
2.73K
$373K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
222+ 3.81% |
$19.6K - $23.3K
|
6.05K
$825K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
213+ 409.62% |
$18.8K - $22.4K
|
265
$36.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
207+ 0.81% |
$18.3K - $21.7K
|
25.8K
$3.52M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
201+ 11.55% |
$17.8K - $21.1K
|
1.94K
$265K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
198+ 26.29% |
$17.5K - $20.8K
|
951
$130K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
196+ 3.15% |
$17.3K - $20.6K
|
6.43K
$877K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
191+ 2.09% |
$16.9K - $20.1K
|
9.31K
$1.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
186New |
$16.4K - $19.5K
|
186
$25.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
186New |
$16.4K - $19.5K
|
186
$25.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
178+ 6.89% |
$15.7K - $18.7K
|
2.76K
$377K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
176+ 4.06% |
$15.5K - $18.5K
|
4.51K
$616K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
175+ 1029.41% |
$15.5K - $18.4K
|
192
$26.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
174New |
$15.4K - $18.3K
|
174
$23.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
169+ 7.7% |
$14.9K - $17.7K
|
2.36K
$323K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
166+ 122.06% |
$14.7K - $17.4K
|
302
$41.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
162+ 1.49% |
$14.3K - $17K
|
11K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
153+ 5.86% |
$13.5K - $16.1K
|
2.76K
$377K
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
150New |
$13.2K - $15.8K
|
150
$20.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
150+ 5.05% |
$13.2K - $15.8K
|
3.12K
$426K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
148+ 2.46% |
$13.1K - $15.5K
|
6.16K
$841K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
142+ 1.56% |
$12.5K - $14.9K
|
9.25K
$1.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
142+ 2.78% |
$12.5K - $14.9K
|
5.26K
$718K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
139+ 42.25% |
$12.3K - $14.6K
|
468
$63.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
137+ 2.71% |
$12.1K - $14.4K
|
5.2K
$709K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
128+ 1.09% |
$11.3K - $13.4K
|
11.8K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
127New |
$11.2K - $13.3K
|
127
$17.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
124+ 0.42% |
$11K - $13K
|
29.9K
$4.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
122+ 3.1% |
$10.8K - $12.8K
|
4.06K
$554K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
119+ 1.84% |
$10.5K - $12.5K
|
6.6K
$901K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
115New |
$10.2K - $12.1K
|
115
$15.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
113+ 0.94% |
$9.98K - $11.9K
|
12.2K
$1.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
112+ 2.32% |
$9.89K - $11.8K
|
4.94K
$674K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
108New |
$9.54K - $11.3K
|
108
$14.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
105+ 2.55% |
$9.27K - $11K
|
4.22K
$576K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
104+ 0.65% |
$9.18K - $10.9K
|
16.2K
$2.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
99New |
$8.74K - $10.4K
|
99
$13.5K
|