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 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 0.38% |
$10.4K - $13K
|
26.1K
$3.97M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-102- 0.22% |
$10.6K - $13.2K
|
47.2K
$7.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-109- 2.81% |
$11.3K - $14.1K
|
3.76K
$573K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-110- 0.94% |
$11.4K - $14.3K
|
11.6K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-110- 4.01% |
$11.4K - $14.3K
|
2.63K
$401K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-114- 2.17% |
$11.9K - $14.8K
|
5.14K
$783K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-115- 5.36% |
$12K - $14.9K
|
2.03K
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-115- 8.86% |
$12K - $14.9K
|
1.18K
$180K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-120- 1.35% |
$12.5K - $15.6K
|
8.75K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-120- 1.01% |
$12.5K - $15.6K
|
11.7K
$1.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-126- 0.58% |
$13.1K - $16.3K
|
21.6K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-128- 1.84% |
$13.3K - $16.6K
|
6.83K
$1.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-132- 4.57% |
$13.7K - $17.1K
|
2.76K
$420K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-138- 3.37% |
$14.4K - $17.9K
|
3.95K
$602K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-140- 1.76% |
$14.6K - $18.2K
|
7.81K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-141- 0.48% |
$14.7K - $18.3K
|
29K
$4.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-141- 0.35% |
$14.7K - $18.3K
|
39.7K
$6.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-142- 0.77% |
$14.8K - $18.4K
|
18.3K
$2.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-143- 1.14% |
$14.9K - $18.6K
|
12.4K
$1.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-146- 0.44% |
$15.2K - $18.9K
|
32.7K
$4.97M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-146- 41.13% |
$15.2K - $18.9K
|
209
$31.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-147- 2.08% |
$15.3K - $19.1K
|
6.91K
$1.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-147- 4.12% |
$15.3K - $19.1K
|
3.42K
$520K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-155- 0.72% |
$16.1K - $20.1K
|
21.5K
$3.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-162- 63.78% |
$16.8K - $21K
|
92
$14K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-167- 0.47% |
$17.4K - $21.7K
|
35.2K
$5.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-172- 0.31% |
$17.9K - $22.3K
|
55.3K
$8.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-173- 3.07% |
$18K - $22.4K
|
5.46K
$831K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-174- 5.12% |
$18.1K - $22.6K
|
3.23K
$491K
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-176- 1.66% |
$18.3K - $22.8K
|
10.4K
$1.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-178- 0.32% |
$18.5K - $23.1K
|
55.5K
$8.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-184- 2.68% |
$19.1K - $23.9K
|
6.69K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-187- 0.63% |
$19.4K - $24.3K
|
29.4K
$4.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-189- 3.13% |
$19.7K - $24.5K
|
5.86K
$892K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-200- 0.76% |
$20.8K - $25.9K
|
26K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-200- 1.74% |
$20.8K - $25.9K
|
11.3K
$1.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-200- 6.2% |
$20.8K - $25.9K
|
3.03K
$461K
|
|
|
Oct 28, 2024
Q3 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-213- 1.72% |
$22.2K - $27.6K
|
12.2K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-227- 6.32% |
$23.6K - $29.5K
|
3.37K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-232- 2.41% |
$24.1K - $30.1K
|
9.41K
$1.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-236- 3.63% |
$24.5K - $30.6K
|
6.27K
$955K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-249- 2.79% |
$25.9K - $32.3K
|
8.69K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-253- 19.48% |
$26.3K - $32.8K
|
1.05K
$159K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-255- 1.63% |
$26.5K - $33.1K
|
15.4K
$2.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-262- 5.01% |
$27.2K - $34K
|
4.97K
$757K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-268- 1.38% |
$27.9K - $34.8K
|
19.1K
$2.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-272- 12.18% |
$28.3K - $35.3K
|
1.96K
$299K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-276- 2.96% |
$28.7K - $35.8K
|
9.03K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-279- 13.78% |
$29K - $36.2K
|
1.75K
$266K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-282- 1.0% |
$29.3K - $36.6K
|
27.8K
$4.24M
|