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
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.79KNew |
$186K - $232K
|
1.79K
$237K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.79KNew |
$186K - $232K
|
1.79K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.78K+ 0.17% |
$185K - $231K
|
1.07M
$141M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.78KNew |
$185K - $231K
|
1.78K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.78KNew |
$185K - $230K
|
1.78K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.78K+ 13.79% |
$185K - $230K
|
14.6K
$1.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.77KNew |
$184K - $230K
|
1.77K
$235K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$183K - $228K
|
1.76K
$232K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.75KNew |
$182K - $228K
|
1.75K
$232K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.75KNew |
$182K - $227K
|
1.75K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.75KNew |
$181K - $226K
|
1.75K
$231K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.73KNew |
$180K - $224K
|
1.73K
$229K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.72KNew |
$179K - $223K
|
1.72K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.72KNew |
$179K - $223K
|
1.72K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.71KNew |
$178K - $222K
|
1.71K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.71KNew |
$178K - $222K
|
1.71K
$226K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.71KNew |
$178K - $222K
|
1.71K
$226K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
1.7KNew |
$177K - $221K
|
1.7K
$225K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.7KNew |
$177K - $221K
|
1.7K
$225K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.7KNew |
$177K - $220K
|
1.7K
$225K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.69KNew |
$176K - $219K
|
1.69K
$223K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.69KNew |
$176K - $219K
|
1.69K
$223K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.69KNew |
$176K - $219K
|
1.69K
$223K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.68KNew |
$175K - $218K
|
1.68K
$222K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.68KNew |
$175K - $218K
|
1.68K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.67K+ 43.13% |
$173K - $216K
|
5.53K
$731K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.66KNew |
$172K - $215K
|
1.66K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.65KNew |
$172K - $215K
|
1.65K
$219K
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.65KNew |
$172K - $214K
|
1.65K
$218K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1.65KNew |
$172K - $214K
|
1.65K
$218K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.65KNew |
$171K - $214K
|
1.65K
$218K
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
1.64K+ 3.43% |
$171K - $213K
|
49.5K
$6.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.63KNew |
$170K - $211K
|
1.63K
$216K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.61KNew |
$168K - $209K
|
1.61K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.61KNew |
$167K - $209K
|
1.61K
$213K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.59KNew |
$165K - $206K
|
1.59K
$210K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.59KNew |
$165K - $206K
|
1.59K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.58K+ 2.64% |
$164K - $204K
|
61.3K
$8.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.54K+ 13.34% |
$160K - $200K
|
13.1K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.54K+ 129.52% |
$160K - $200K
|
2.73K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 28.23% |
$150K - $187K
|
6.55K
$866K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.43K+ 19.85% |
$149K - $185K
|
8.63K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.4K+ 5.03% |
$146K - $182K
|
29.2K
$3.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.38K+ 17.36% |
$144K - $179K
|
9.34K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.37K+ 38.27% |
$142K - $178K
|
4.95K
$654K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.34K+ 2.23% |
$140K - $174K
|
61.6K
$8.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.32K+ 7.41% |
$137K - $171K
|
19.1K
$2.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.29K+ 9.82% |
$134K - $167K
|
14.4K
$1.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.26K+ 53.68% |
$131K - $164K
|
3.61K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.2K+ 2.49% |
$124K - $155K
|
49.3K
$6.52M
|