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 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
109+ 3.42% |
$11.3K - $14.1K
|
3.3K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
103New |
$10.7K - $13.4K
|
103
$13.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
102+ 13.62% |
$10.6K - $13.2K
|
851
$113K
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 7.69% |
$10.4K - $13K
|
1.4K
$185K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
97New |
$10.1K - $12.6K
|
97
$12.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
96+ 14.14% |
$9.98K - $12.5K
|
775
$102K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
94+ 2.63% |
$9.78K - $12.2K
|
3.67K
$485K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
93+ 9300.0% |
$9.67K - $12.1K
|
94
$12.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
93+ 65.96% |
$9.67K - $12.1K
|
234
$30.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
82+ 0.86% |
$8.53K - $10.6K
|
9.62K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
81+ 3.43% |
$8.42K - $10.5K
|
2.44K
$323K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
78+ 36.97% |
$8.11K - $10.1K
|
289
$38.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
78+ 0.61% |
$8.11K - $10.1K
|
12.9K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
78New |
$8.11K - $10.1K
|
78
$10.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
76+ 1.69% |
$7.9K - $9.86K
|
4.58K
$606K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
76+ 3.48% |
$7.9K - $9.86K
|
2.26K
$299K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
75+ 3.05% |
$7.8K - $9.73K
|
2.53K
$335K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
75+ 9.28% |
$7.8K - $9.73K
|
883
$117K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
75+ 1.54% |
$7.8K - $9.73K
|
4.95K
$655K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
75New |
$7.8K - $9.73K
|
75
$9.92K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
72+ 3.42% |
$7.49K - $9.34K
|
2.18K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
68+ 1.98% |
$7.07K - $8.82K
|
3.5K
$462K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
66+ 0.73% |
$6.86K - $8.56K
|
9.08K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
65+ 1.81% |
$6.76K - $8.43K
|
3.66K
$484K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
62+ 1.24% |
$6.45K - $8.04K
|
5.07K
$671K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
60+ 1.45% |
$6.24K - $7.78K
|
4.21K
$557K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
60+ 0.98% |
$6.24K - $7.78K
|
6.19K
$818K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
57+ 28.36% |
$5.93K - $7.4K
|
258
$34.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
56+ 1.21% |
$5.82K - $7.27K
|
4.68K
$619K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
56+ 1.82% |
$5.82K - $7.27K
|
3.14K
$415K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
51New |
$5.3K - $6.62K
|
51
$6.74K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
50New |
$5.2K - $6.49K
|
50
$6.61K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
49+ 76.56% |
$5.1K - $6.36K
|
113
$14.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
48+ 2.03% |
$4.99K - $6.23K
|
2.42K
$320K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
46New |
$4.78K - $5.97K
|
46
$6.08K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
45+ 2.32% |
$4.68K - $5.84K
|
1.99K
$263K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
44+ 1.55% |
$4.58K - $5.71K
|
2.88K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
44+ 1.04% |
$4.58K - $5.71K
|
4.29K
$568K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
44+ 1.51% |
$4.58K - $5.71K
|
2.95K
$391K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
43New |
$4.47K - $5.58K
|
43
$5.69K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
42New |
$4.37K - $5.45K
|
42
$5.55K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
41+ 683.33% |
$4.26K - $5.32K
|
47
$6.22K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
41+ 2.12% |
$4.26K - $5.32K
|
1.98K
$262K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
37+ 2.39% |
$3.85K - $4.8K
|
1.59K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
37+ 0.1% |
$3.85K - $4.8K
|
35.5K
$4.69M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
36+ 52.17% |
$3.74K - $4.67K
|
105
$13.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
35+ 7.0% |
$3.64K - $4.54K
|
535
$70.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
32New |
$3.33K - $4.15K
|
32
$4.23K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
29+ 4.39% |
$3.02K - $3.76K
|
689
$91.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
29+ 10.25% |
$3.02K - $3.76K
|
312
$41.3K
|