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
|
Fulcrum Capital LLC
|
SELL
|
- |
-720- 10.16% |
$74.9K - $93.4K
|
6.37K
$970K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-748- 6.56% |
$77.8K - $97K
|
10.7K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-767- 27.39% |
$79.8K - $99.5K
|
2.03K
$310K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-770- 4.76% |
$80.1K - $99.9K
|
15.4K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-775- 8.95% |
$80.6K - $101K
|
7.88K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-786- 0.98% |
$81.7K - $102K
|
79.5K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-820- 0.28% |
$85.3K - $106K
|
290K
$44.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-845- 41.32% |
$87.9K - $110K
|
1.2K
$183K
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-864- 3.16% |
$89.9K - $112K
|
26.4K
$4.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-898- 0.93% |
$93.4K - $117K
|
95.8K
$14.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-900- 23.97% |
$93.6K - $117K
|
2.86K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-937- 17.41% |
$97.4K - $122K
|
4.45K
$677K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-943- 0.21% |
$98.1K - $122K
|
456K
$69.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-980- 77.65% |
$102K - $127K
|
282
$42.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-997- 0.16% |
$104K - $129K
|
613K
$93.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.03K- 19.95% |
$107K - $133K
|
4.12K
$627K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.03K- 32.42% |
$107K - $134K
|
2.15K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.04K- 11.32% |
$108K - $135K
|
8.12K
$1.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.08K- 0.28% |
$112K - $140K
|
385K
$58.5M
|
|
|
Nov 05, 2024
Q3 2024
|
American Assets Capital Advisers, LLC
|
SELL
|
- |
-1.14K- 11.7% |
$119K - $148K
|
8.61K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.17K- 20.14% |
$122K - $152K
|
4.65K
$708K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.2K- 3.55% |
$125K - $156K
|
32.6K
$4.96M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.2K- 41.31% |
$125K - $156K
|
1.71K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.21K- 42.82% |
$126K - $157K
|
1.62K
$246K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.22K- 1.44% |
$127K - $158K
|
83.3K
$12.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.24K- 2.68% |
$128K - $160K
|
44.8K
$6.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.36K- 45.04% |
$141K - $176K
|
1.66K
$252K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.37K- 16.9% |
$143K - $178K
|
6.75K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-1.47K- 6.63% |
$152K - $190K
|
20.6K
$3.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.56K- 3.31% |
$162K - $202K
|
45.5K
$6.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.64K- 6.1% |
$170K - $212K
|
25.2K
$3.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-1.68K- 98.19% |
$175K - $218K
|
31
$4.72K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.72K- 1.33% |
$179K - $223K
|
127K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.81K- 17.37% |
$188K - $235K
|
8.61K
$1.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.82K- 2.43% |
$189K - $236K
|
73.2K
$11.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.82K- 3.55% |
$189K - $236K
|
49.5K
$7.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1.84K- 0.53% |
$192K - $239K
|
346K
$52.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.86K- 4.84% |
$193K - $241K
|
36.5K
$5.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.99K- 8.51% |
$206K - $258K
|
21.3K
$3.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.01K- 18.4% |
$209K - $261K
|
8.93K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-2.04K- 11.84% |
$212K - $264K
|
15.2K
$2.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.11K- 56.45% |
$220K - $274K
|
1.63K
$248K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-2.12K- 14.06% |
$220K - $274K
|
12.9K
$1.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.12K- 25.65% |
$221K - $275K
|
6.15K
$936K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.15K- 11.15% |
$224K - $279K
|
17.1K
$2.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-2.2K- 2.73% |
$229K - $285K
|
78.4K
$11.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.23K- 52.21% |
$232K - $289K
|
2.04K
$311K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-2.31K- 16.15% |
$240K - $300K
|
12K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.38K- 6.91% |
$247K - $308K
|
32K
$4.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-2.79K- 8.0% |
$290K - $362K
|
32.1K
$4.88M
|