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
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
10KNew |
$886K - $1.05M
|
10K
$1.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
10K+ 14.11% |
$883K - $1.05M
|
80.9K
$10.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
10KNew |
$883K - $1.05M
|
10K
$1.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
9.83K+ 14.86% |
$868K - $1.03M
|
76K
$9.97M
|
|
|
Jul 31, 2024
Q2 2024
|
American Assets Capital Advisers, LLC
|
BUY
|
- |
9.75KNew |
$861K - $1.02M
|
9.75K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
9.75KNew |
$861K - $1.02M
|
9.75K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
9.5K+ 27142.86% |
$839K - $998K
|
9.54K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
9.5K+ 915.22% |
$839K - $998K
|
10.5K
$1.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.34K+ 178.12% |
$825K - $981K
|
14.6K
$1.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.34K+ 4.98% |
$825K - $981K
|
197K
$25.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
9.32K+ 133.61% |
$823K - $978K
|
16.3K
$2.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.15K+ 50.97% |
$808K - $961K
|
27.1K
$3.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
9.08K+ 82.81% |
$801K - $953K
|
20K
$2.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.94KNew |
$789K - $939K
|
8.94K
$1.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Gsi Capital Advisors LLC
Newport Beach, CA |
BUY
|
- |
8.83K+ 12.08% |
$780K - $927K
|
81.9K
$10.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
8.19K+ 36.74% |
$723K - $860K
|
30.5K
$4M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
8.18K+ 21.55% |
$722K - $859K
|
46.1K
$6.05M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.11K+ 19.42% |
$716K - $852K
|
49.9K
$6.54M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.33K+ 4.76% |
$647K - $770K
|
161K
$21.2M
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
7.13K+ 19.74% |
$629K - $748K
|
43.2K
$5.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
BUY
|
- |
7.1KNew |
$627K - $745K
|
7.1K
$931K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
7.06KNew |
$623K - $741K
|
7.06K
$925K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
6.47KNew |
$571K - $679K
|
6.47K
$848K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.36K+ 1059.17% |
$561K - $667K
|
6.96K
$912K
|
|
|
Jul 31, 2024
Q2 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
6.3K+ 35.6% |
$556K - $662K
|
24K
$3.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.29K+ 193.06% |
$555K - $660K
|
9.54K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
6.15K+ 5.4% |
$543K - $646K
|
120K
$15.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
6.09K+ 3.84% |
$538K - $640K
|
165K
$21.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
5.98K+ 44.76% |
$528K - $628K
|
19.3K
$2.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.95K+ 28.46% |
$525K - $624K
|
26.8K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.72K+ 19.23% |
$505K - $600K
|
35.4K
$4.65M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
5.66K+ 8.1% |
$500K - $594K
|
75.5K
$9.9M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
5.59K+ 64.07% |
$493K - $587K
|
14.3K
$1.88M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
5.58K+ 141.06% |
$493K - $586K
|
9.53K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.57K+ 14.26% |
$492K - $585K
|
44.7K
$5.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.49K+ 20.31% |
$485K - $577K
|
32.6K
$4.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.35KNew |
$472K - $562K
|
5.35K
$701K
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5.23KNew |
$462K - $550K
|
5.23K
$686K
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
5.22K+ 10.34% |
$461K - $548K
|
55.7K
$7.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.12K+ 11.16% |
$452K - $537K
|
51K
$6.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.09KNew |
$450K - $535K
|
5.09K
$668K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.01KNew |
$443K - $526K
|
5.01K
$657K
|
|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
5K+ 2.04% |
$442K - $525K
|
250K
$32.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
4.99K+ 112.86% |
$440K - $524K
|
9.4K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
4.8K+ 4.45% |
$424K - $504K
|
113K
$14.8M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.8K+ 12.03% |
$424K - $504K
|
44.7K
$5.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.75K+ 12.59% |
$419K - $499K
|
42.5K
$5.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
4.71K+ 4.81% |
$416K - $494K
|
103K
$13.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.69KNew |
$414K - $493K
|
4.69K
$615K
|
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
4.63K+ 20.43% |
$409K - $487K
|
27.3K
$3.58M
|