Purchases and Sales Made in Q3 2024 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.06% |
$3.02K - $3.76K
|
2.76K
$365K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
26+ 0.4% |
$2.7K - $3.37K
|
6.6K
$873K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
26New |
$2.7K - $3.37K
|
26
$3.44K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
26+ 1.01% |
$2.7K - $3.37K
|
2.6K
$344K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
26+ 0.68% |
$2.7K - $3.37K
|
3.83K
$507K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 1.9% |
$2.6K - $3.24K
|
1.34K
$177K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
23+ 0.14% |
$2.39K - $2.98K
|
16.3K
$2.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
23+ 0.08% |
$2.39K - $2.98K
|
30.5K
$4.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
22+ 0.29% |
$2.29K - $2.85K
|
7.59K
$1M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
21+ 0.19% |
$2.18K - $2.72K
|
10.9K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
20+ 0.44% |
$2.08K - $2.59K
|
4.53K
$599K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 1.46% |
$2.08K - $2.59K
|
1.39K
$184K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
19New |
$1.98K - $2.47K
|
19
$2.51K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
19+ 0.55% |
$1.98K - $2.47K
|
3.47K
$459K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
19+ 0.89% |
$1.98K - $2.47K
|
2.16K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
18+ 0.56% |
$1.87K - $2.34K
|
3.26K
$431K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16+ 5.3% |
$1.66K - $2.08K
|
318
$42.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
16+ 0.25% |
$1.66K - $2.08K
|
6.47K
$855K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
15+ 0.58% |
$1.56K - $1.95K
|
2.59K
$342K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
15+ 8.52% |
$1.56K - $1.95K
|
191
$25.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
13+ 41.94% |
$1.35K - $1.69K
|
44
$5.82K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 2.3% |
$1.35K - $1.69K
|
578
$76.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
12+ 0.56% |
$1.25K - $1.56K
|
2.15K
$285K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 16.67% |
$1.25K - $1.56K
|
84
$11.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12New |
$1.25K - $1.56K
|
12
$1.59K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
11New |
$1.14K - $1.43K
|
11
$1.45K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11+ 0.27% |
$1.14K - $1.43K
|
4.12K
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
11+ 0.1% |
$1.14K - $1.43K
|
11K
$1.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
11+ 0.49% |
$1.14K - $1.43K
|
2.26K
$299K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 6.96% |
$1.14K - $1.43K
|
169
$22.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
10New |
$1.04K - $1.3K
|
10
$1.32K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.27% |
$1.04K - $1.3K
|
3.77K
$499K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
9+ 11.54% |
$936 - $1.17K
|
87
$11.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 1.77% |
$936 - $1.17K
|
518
$68.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
9+ 0.44% |
$936 - $1.17K
|
2.08K
$275K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
9+ 0.21% |
$936 - $1.17K
|
4.36K
$577K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8New |
$832 - $1.04K
|
8
$1.06K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 0.32% |
$832 - $1.04K
|
2.53K
$334K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 29.63% |
$832 - $1.04K
|
35
$4.63K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6+ 0.06% |
$624 - $778
|
10.3K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 0.44% |
$624 - $778
|
1.39K
$183K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
6New |
$624 - $778
|
6
$793
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6+ 4.72% |
$624 - $778
|
133
$17.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
6New |
$624 - $778
|
6
$793
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 7.94% |
$520 - $649
|
68
$8.99K
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
5+ 0.25% |
$520 - $649
|
2K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
5+ 1.1% |
$520 - $649
|
461
$61K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.41% |
$520 - $649
|
1.23K
$163K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.24% |
$520 - $649
|
2.13K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5New |
$520 - $649
|
5
$661
|