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 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-25- 0.37% |
$2.6K - $3.24K
|
6.82K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-26- 0.56% |
$2.7K - $3.37K
|
4.61K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-26- 0.68% |
$2.7K - $3.37K
|
3.8K
$579K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-27- 0.37% |
$2.81K - $3.5K
|
7.23K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-30- 1.19% |
$3.12K - $3.89K
|
2.5K
$381K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-31- 20.95% |
$3.22K - $4.02K
|
117
$17.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-33- 5.57% |
$3.43K - $4.28K
|
559
$85.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-36- 0.71% |
$3.74K - $4.67K
|
5.02K
$764K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-37- 0.08% |
$3.85K - $4.8K
|
44.6K
$6.79M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-39- 0.35% |
$4.06K - $5.06K
|
11.2K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-41- 1.25% |
$4.26K - $5.32K
|
3.25K
$495K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-42- 0.23% |
$4.37K - $5.45K
|
18.6K
$2.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-42- 0.87% |
$4.37K - $5.45K
|
4.8K
$731K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-43- 4.0% |
$4.47K - $5.58K
|
1.03K
$157K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-44- 11.14% |
$4.58K - $5.71K
|
351
$53.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-45- 0.47% |
$4.68K - $5.84K
|
9.57K
$1.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-45- 1.79% |
$4.68K - $5.84K
|
2.47K
$377K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-46- 1.24% |
$4.78K - $5.97K
|
3.68K
$560K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-47- 0.14% |
$4.89K - $6.1K
|
34.7K
$5.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-47- 0.99% |
$4.89K - $6.1K
|
4.71K
$716K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-50- 1.88% |
$5.2K - $6.49K
|
2.61K
$398K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-53- 1.58% |
$5.51K - $6.88K
|
3.3K
$503K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-56- 11.24% |
$5.82K - $7.27K
|
442
$67.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-56- 2.06% |
$5.82K - $7.27K
|
2.66K
$405K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-57- 0.88% |
$5.93K - $7.4K
|
6.41K
$976K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-60- 1.58% |
$6.24K - $7.78K
|
3.75K
$571K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-63- 0.46% |
$6.55K - $8.17K
|
13.5K
$2.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-64- 0.77% |
$6.66K - $8.3K
|
8.26K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-66- 2.64% |
$6.86K - $8.56K
|
2.43K
$370K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-67- 7.07% |
$6.97K - $8.69K
|
881
$134K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-76- 2.08% |
$7.9K - $9.86K
|
3.58K
$544K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-78- 4.93% |
$8.11K - $10.1K
|
1.5K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-80- 0.48% |
$8.32K - $10.4K
|
16.4K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-80- 1.26% |
$8.32K - $10.4K
|
6.25K
$951K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-83- 1.4% |
$8.63K - $10.8K
|
5.84K
$888K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-84- 0.63% |
$8.74K - $10.9K
|
13.2K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-85- 2.89% |
$8.84K - $11K
|
2.86K
$435K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-86- 0.44% |
$8.94K - $11.2K
|
19.3K
$2.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-87- 1.01% |
$9.05K - $11.3K
|
8.5K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-88- 3.52% |
$9.15K - $11.4K
|
2.41K
$368K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-90- 1.8% |
$9.36K - $11.7K
|
4.91K
$747K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-91- 1.75% |
$9.46K - $11.8K
|
5.1K
$777K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-93- 9.67% |
$9.67K - $12.1K
|
869
$132K
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-94- 2.03% |
$9.78K - $12.2K
|
4.54K
$691K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-95- 4.57% |
$9.88K - $12.3K
|
1.99K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-96- 2.44% |
$9.98K - $12.5K
|
3.84K
$585K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-97- 4.89% |
$10.1K - $12.6K
|
1.89K
$287K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-98- 3.48% |
$10.2K - $12.7K
|
2.72K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-98- 1.2% |
$10.2K - $12.7K
|
8.07K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-100- 2.69% |
$10.4K - $13K
|
3.62K
$551K
|