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 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6.69K+ 5.33% |
$695K - $867K
|
132K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.64K+ 46.18% |
$690K - $861K
|
21K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
6.52K+ 3.95% |
$678K - $845K
|
171K
$22.7M
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
6.35K+ 1.14% |
$660K - $824K
|
565K
$74.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
6.27KNew |
$652K - $813K
|
6.27K
$829K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
6.21K+ 4.28% |
$646K - $805K
|
151K
$20M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
5.96K+ 75.71% |
$619K - $773K
|
13.8K
$1.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.93K+ 20.34% |
$616K - $769K
|
35.1K
$4.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
5.86K+ 1231.3% |
$610K - $760K
|
6.34K
$838K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5.83K+ 61.09% |
$606K - $756K
|
15.4K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
5.69K+ 4.1% |
$592K - $738K
|
144K
$19.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.63K+ 11.04% |
$586K - $731K
|
56.6K
$7.49M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.6K+ 11.23% |
$583K - $727K
|
55.5K
$7.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
5.49K+ 4.87% |
$571K - $712K
|
118K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
5.3KNew |
$551K - $687K
|
5.3K
$701K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.13K+ 35.17% |
$534K - $666K
|
19.7K
$2.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
5.11KNew |
$531K - $662K
|
5.11K
$675K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.96K+ 18.3% |
$516K - $643K
|
32.1K
$4.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.87K+ 25.21% |
$507K - $632K
|
24.2K
$3.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.81K+ 39.36% |
$500K - $624K
|
17K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
4.64KNew |
$482K - $601K
|
4.64K
$613K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.62K+ 5.78% |
$481K - $600K
|
84.5K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.47K+ 6.79% |
$465K - $580K
|
70.3K
$9.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
4.4KNew |
$458K - $571K
|
4.4K
$582K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.3K+ 100.19% |
$447K - $557K
|
8.59K
$1.14M
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.95K+ 3.46% |
$410K - $512K
|
118K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.87K+ 11.9% |
$403K - $502K
|
36.4K
$4.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
3.86K+ 57.12% |
$401K - $500K
|
10.6K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.69K+ 130.63% |
$384K - $479K
|
6.51K
$861K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.68K+ 2.28% |
$383K - $478K
|
165K
$21.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.67K+ 182.14% |
$382K - $476K
|
5.69K
$752K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.67K+ 320.35% |
$381K - $476K
|
4.81K
$636K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
3.53K+ 162.81% |
$367K - $458K
|
5.7K
$754K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.53KNew |
$367K - $458K
|
3.53K
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.47K+ 4.56% |
$361K - $450K
|
79.6K
$10.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.46K+ 8.15% |
$360K - $449K
|
45.9K
$6.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.45K+ 166.09% |
$359K - $447K
|
5.52K
$730K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
3.41KNew |
$355K - $443K
|
3.41K
$451K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.35K+ 37.76% |
$348K - $435K
|
12.2K
$1.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
3.34K+ 19.35% |
$347K - $433K
|
20.6K
$2.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.33K+ 3.25% |
$346K - $432K
|
106K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.29KNew |
$342K - $427K
|
3.29K
$435K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.29K+ 18.63% |
$342K - $426K
|
20.9K
$2.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.22K+ 10.3% |
$335K - $418K
|
34.5K
$4.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
3.2K+ 88.06% |
$333K - $415K
|
6.83K
$904K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
3.2KNew |
$332K - $415K
|
3.2K
$423K
|
|
|
Nov 13, 2024
Q3 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
3.19KNew |
$332K - $414K
|
3.19K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.1K+ 0.53% |
$322K - $402K
|
587K
$77.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.08K+ 73.0% |
$320K - $399K
|
7.3K
$965K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.08KNew |
$320K - $399K
|
3.08K
$407K
|