Purchases and Sales Made in Q1 2024 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
5.09KNew |
$440K - $479K
|
5.09K
$694K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.95KNew |
$428K - $467K
|
4.95K
$676K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.92KNew |
$426K - $464K
|
4.92K
$672K
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
BUY
|
- |
4.85K+ 5.42% |
$420K - $457K
|
94.4K
$12.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.63KNew |
$401K - $436K
|
4.63K
$632K
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.56KNew |
$395K - $430K
|
4.56K
$622K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.52K+ 9.35% |
$391K - $426K
|
52.8K
$7.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.51K+ 3.98% |
$390K - $425K
|
118K
$16.1M
|
|
|
May 10, 2024
Q1 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
4.5K+ 34.1% |
$389K - $424K
|
17.7K
$2.42M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.44K+ 2.81% |
$384K - $419K
|
162K
$22.2M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.44K+ 19.38% |
$384K - $419K
|
27.4K
$3.74M
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
4.42KNew |
$382K - $416K
|
4.42K
$603K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
4.41KNew |
$381K - $415K
|
4.41K
$602K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.38KNew |
$379K - $413K
|
4.38K
$598K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.29KNew |
$371K - $404K
|
4.29K
$585K
|
|
|
Apr 30, 2024
Q1 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
4.23K+ 0.43% |
$366K - $399K
|
982K
$134M
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
4.22K+ 11.11% |
$365K - $398K
|
42.2K
$5.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.1KNew |
$355K - $387K
|
4.1K
$560K
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
3.9K+ 13.01% |
$337K - $368K
|
33.9K
$4.62M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.86KNew |
$334K - $364K
|
3.86K
$527K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
3.83K+ 12.39% |
$331K - $361K
|
34.7K
$4.74M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.52K+ 170.39% |
$305K - $332K
|
5.59K
$763K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.43K+ 17.37% |
$297K - $323K
|
23.2K
$3.16M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
3.42K+ 17.84% |
$296K - $322K
|
22.6K
$3.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
3.37K+ 11.45% |
$292K - $318K
|
32.8K
$4.48M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
3.31KNew |
$286K - $312K
|
3.31K
$452K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
3.17K+ 4.16% |
$274K - $298K
|
79.2K
$10.8M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.1K+ 72.81% |
$268K - $292K
|
7.37K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.04K+ 5.88% |
$263K - $286K
|
54.7K
$7.46M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
3K+ 3.22% |
$260K - $283K
|
96.1K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.91KNew |
$251K - $274K
|
2.91K
$397K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.89KNew |
$250K - $273K
|
2.89K
$395K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.88K+ 85.94% |
$249K - $271K
|
6.23K
$850K
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.86K+ 70.51% |
$248K - $270K
|
6.92K
$945K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.85KNew |
$246K - $268K
|
2.85K
$389K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.8K+ 254.55% |
$242K - $264K
|
3.9K
$532K
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
2.75KNew |
$238K - $259K
|
2.75K
$375K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.69KNew |
$233K - $254K
|
2.69K
$368K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.68K+ 5.56% |
$232K - $252K
|
50.8K
$6.94M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.67KNew |
$231K - $252K
|
2.67K
$365K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.66K+ 20.9% |
$230K - $250K
|
15.4K
$2.1M
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.64K+ 18.68% |
$229K - $249K
|
16.8K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.59K+ 43.68% |
$224K - $244K
|
8.52K
$1.16M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
2.59KNew |
$224K - $244K
|
2.59K
$353K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.58K+ 4.62% |
$223K - $243K
|
58.4K
$7.97M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.52K+ 14.68% |
$218K - $238K
|
19.7K
$2.69M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.51KNew |
$217K - $236K
|
2.51K
$342K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.5K+ 44.22% |
$216K - $236K
|
8.16K
$1.11M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.5K+ 9.86% |
$216K - $236K
|
27.8K
$3.8M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.46KNew |
$213K - $232K
|
2.46K
$336K
|