Purchases and Sales Made in Q2 2024 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.1K- 28.21% |
$97.1K - $116K
|
2.8K
$382K
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-1.11K- 14.7% |
$97.8K - $116K
|
6.42K
$876K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.13K- 3.09% |
$99.8K - $119K
|
35.4K
$4.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.23K- 72.72% |
$109K - $130K
|
463
$63.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.26K- 11.92% |
$111K - $132K
|
9.27K
$1.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Windward Capital Management CO
|
SELL
|
- |
-1.31K- 2.67% |
$116K - $138K
|
47.8K
$6.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.33K- 12.64% |
$117K - $139K
|
9.16K
$1.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.36K- 6.57% |
$120K - $143K
|
19.4K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.43K- 6.57% |
$126K - $150K
|
20.3K
$2.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.45K- 30.68% |
$128K - $152K
|
3.28K
$448K
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-1.5K- 6.38% |
$132K - $158K
|
22K
$3M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.51K- 6.09% |
$134K - $159K
|
23.3K
$3.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.57K- 7.76% |
$139K - $165K
|
18.7K
$2.55M
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-1.71K- 18.65% |
$151K - $179K
|
7.44K
$1.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.73K- 27.16% |
$152K - $181K
|
4.63K
$631K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
SELL
|
- |
-1.82K- 33.31% |
$160K - $191K
|
3.63K
$496K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.86K- 55.02% |
$164K - $195K
|
1.52K
$207K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.9K- 3.67% |
$168K - $200K
|
49.9K
$6.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.92K- 22.87% |
$169K - $201K
|
6.46K
$882K
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.95K- 6.25% |
$172K - $205K
|
29.2K
$3.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-2.03K- 5.64% |
$179K - $213K
|
34K
$4.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2.1K- 11.44% |
$186K - $221K
|
16.3K
$2.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.13K- 9.64% |
$188K - $223K
|
19.9K
$2.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-2.16K- 0.9% |
$191K - $227K
|
238K
$32.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-2.18K- 6.72% |
$193K - $229K
|
30.3K
$4.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-2.21K- 46.49% |
$195K - $232K
|
2.54K
$347K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.22K- 2.87% |
$196K - $233K
|
75K
$10.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.47K- 0.56% |
$218K - $260K
|
436K
$59.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-2.8K- 0.8% |
$247K - $294K
|
348K
$47.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-2.82K- 3.93% |
$249K - $296K
|
68.9K
$9.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-2.92K- 38.63% |
$257K - $306K
|
4.63K
$632K
|
|
|
Aug 14, 2024
Q2 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-3.24K- 0.67% |
$286K - $340K
|
482K
$65.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Vert Asset Management LLC
Sausalito, CA |
SELL
|
- |
-3.42K- 1.87% |
$302K - $359K
|
180K
$24.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.59K- 4.24% |
$317K - $377K
|
81K
$11.1M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.62K- 10.51% |
$320K - $380K
|
30.8K
$4.21M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.97K- 2.52% |
$351K - $417K
|
154K
$21M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.09K- 6.7% |
$362K - $430K
|
57K
$7.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-4.11K- 58.55% |
$363K - $432K
|
2.91K
$397K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.11K- 4.75% |
$363K - $432K
|
82.5K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-4.2K- 61.74% |
$371K - $441K
|
2.6K
$355K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-4.37K- 3.52% |
$386K - $459K
|
120K
$16.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-4.43K- 63.96% |
$391K - $465K
|
2.49K
$340K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-4.44K- 6.42% |
$392K - $466K
|
64.7K
$8.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.96K- 3.51% |
$438K - $520K
|
136K
$18.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.28K- 10.43% |
$467K - $555K
|
45.4K
$6.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-5.34K- 44.77% |
$471K - $560K
|
6.58K
$898K
|
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-5.54K- 4.04% |
$489K - $581K
|
132K
$18M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.02K- 1.56% |
$532K - $632K
|
379K
$51.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6.64K- 98.66% |
$587K - $697K
|
90
$12.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.81K- 44.23% |
$602K - $715K
|
8.59K
$1.17M
|