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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-313- 2.62% |
$32.6K - $40.6K
|
11.6K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-313- 5.56% |
$32.6K - $40.6K
|
5.32K
$725K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-316- 1.65% |
$32.9K - $41K
|
18.9K
$2.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-325- 39.16% |
$33.8K - $42.2K
|
505
$68.9K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-333- 10.07% |
$34.6K - $43.2K
|
2.98K
$406K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-335- 35.23% |
$34.8K - $43.5K
|
616
$84.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-336- 1.02% |
$34.9K - $43.6K
|
32.7K
$4.46M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-350- 1.43% |
$36.4K - $45.4K
|
24.1K
$3.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-353- 3.47% |
$36.7K - $45.8K
|
9.83K
$1.34M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-357- 9.3% |
$37.1K - $46.3K
|
3.48K
$475K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-365- 6.65% |
$38K - $47.4K
|
5.13K
$700K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-366- 8.3% |
$38.1K - $47.5K
|
4.05K
$552K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-369- 9.29% |
$38.4K - $47.9K
|
3.6K
$492K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-376- 1.02% |
$39.1K - $48.8K
|
36.3K
$4.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-383- 11.62% |
$39.8K - $49.7K
|
2.91K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-393- 7.96% |
$40.9K - $51K
|
4.54K
$620K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-400- 10.3% |
$41.6K - $51.9K
|
3.48K
$475K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-415- 2.17% |
$43.2K - $53.8K
|
18.7K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-428- 4.58% |
$44.5K - $55.5K
|
8.91K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-431- 6.85% |
$44.8K - $55.9K
|
5.86K
$800K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-441- 2.95% |
$45.9K - $57.2K
|
14.5K
$1.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-465- 16.47% |
$48.4K - $60.3K
|
2.36K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-500- 2.06% |
$52K - $64.9K
|
23.8K
$3.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-503- 3.38% |
$52.3K - $65.3K
|
14.4K
$1.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-503- 18.09% |
$52.3K - $65.3K
|
2.28K
$311K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-523- 0.94% |
$54.4K - $67.9K
|
54.9K
$7.49M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-550- 10.19% |
$57.2K - $71.4K
|
4.85K
$662K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-551- 3.69% |
$57.3K - $71.5K
|
14.4K
$1.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-552- 2.16% |
$57.4K - $71.6K
|
25K
$3.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-577- 8.17% |
$60K - $74.9K
|
6.49K
$885K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-599- 1.45% |
$62.3K - $77.7K
|
40.7K
$5.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-600- 0.43% |
$62.4K - $77.8K
|
138K
$18.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-600- 8.9% |
$62.4K - $77.8K
|
6.14K
$838K
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-625- 8.65% |
$65K - $81.1K
|
6.6K
$901K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-646- 9.78% |
$67.2K - $83.8K
|
5.96K
$813K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-651- 2.76% |
$67.7K - $84.5K
|
22.9K
$3.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-655- 10.9% |
$68.1K - $85K
|
5.35K
$730K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-655- 10.64% |
$68.1K - $85K
|
5.5K
$751K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-672- 29.5% |
$69.9K - $87.2K
|
1.61K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-674- 4.86% |
$70.1K - $87.4K
|
13.2K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-688- 3.62% |
$71.6K - $89.3K
|
18.3K
$2.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-700- 76.75% |
$72.8K - $90.8K
|
212
$28.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-720- 10.16% |
$74.9K - $93.4K
|
6.37K
$869K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-748- 6.56% |
$77.8K - $97K
|
10.7K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-767- 27.39% |
$79.8K - $99.5K
|
2.03K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-770- 4.76% |
$80.1K - $99.9K
|
15.4K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-775- 8.95% |
$80.6K - $101K
|
7.88K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-786- 0.98% |
$81.7K - $102K
|
79.5K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-820- 0.28% |
$85.3K - $106K
|
290K
$39.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-845- 41.32% |
$87.9K - $110K
|
1.2K
$164K
|