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 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.94K+ 3.43% |
$306K - $382K
|
88.6K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
2.89K+ 27.67% |
$301K - $375K
|
13.4K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.86KNew |
$298K - $371K
|
2.86K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.85K+ 0.75% |
$296K - $369K
|
383K
$50.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.83KNew |
$294K - $367K
|
2.83K
$374K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.81KNew |
$292K - $364K
|
2.81K
$371K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.77KNew |
$288K - $359K
|
2.77K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.75KNew |
$286K - $357K
|
2.75K
$364K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
2.74KNew |
$285K - $355K
|
2.74K
$362K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.71K+ 1.27% |
$282K - $352K
|
215K
$28.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.63KNew |
$274K - $341K
|
2.63K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
2.61K+ 0.74% |
$272K - $339K
|
356K
$47M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.52K+ 10.2% |
$262K - $327K
|
27.2K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.48KNew |
$258K - $321K
|
2.48K
$327K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.47KNew |
$257K - $321K
|
2.47K
$327K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
2.39K+ 3.17% |
$248K - $310K
|
77.9K
$10.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.39KNew |
$248K - $310K
|
2.39K
$316K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.39K+ 38.82% |
$248K - $309K
|
8.53K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
2.37K+ 2.93% |
$246K - $307K
|
83.1K
$11M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.32K+ 5.34% |
$241K - $301K
|
45.8K
$6.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.31KNew |
$240K - $300K
|
2.31K
$305K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.31K+ 15.03% |
$240K - $299K
|
17.6K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.3K+ 73.0% |
$239K - $298K
|
5.45K
$720K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.2K+ 9.53% |
$229K - $286K
|
25.3K
$3.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.2K+ 31.98% |
$229K - $286K
|
9.08K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.2K+ 2.26% |
$229K - $285K
|
99.7K
$13.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.13KNew |
$222K - $277K
|
2.13K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.12KNew |
$221K - $275K
|
2.12K
$280K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.08KNew |
$216K - $269K
|
2.08K
$275K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.04K+ 0.57% |
$212K - $265K
|
357K
$47.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.04KNew |
$212K - $264K
|
2.04K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.03K+ 9.89% |
$211K - $264K
|
22.6K
$2.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.97KNew |
$205K - $256K
|
1.97K
$261K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.96KNew |
$204K - $254K
|
1.96K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.92KNew |
$199K - $249K
|
1.92K
$254K
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.92KNew |
$199K - $248K
|
1.92K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.91KNew |
$199K - $248K
|
1.91K
$252K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.88KNew |
$196K - $244K
|
1.88K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.88KNew |
$195K - $243K
|
1.88K
$248K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.86KNew |
$193K - $241K
|
1.86K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.86K+ 20.01% |
$193K - $241K
|
11.1K
$1.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.85K+ 10.39% |
$192K - $240K
|
19.6K
$2.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.84KNew |
$192K - $239K
|
1.84K
$244K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.84KNew |
$191K - $238K
|
1.84K
$243K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.84K+ 0.93% |
$191K - $238K
|
199K
$26.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.83K+ 3.25% |
$190K - $237K
|
58.1K
$7.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.82KNew |
$189K - $236K
|
1.82K
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.82K+ 0.67% |
$189K - $236K
|
273K
$36.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.81KNew |
$189K - $235K
|
1.81K
$240K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.8KNew |
$187K - $233K
|
1.8K
$238K
|