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 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.2K+ 54.92% |
$124K - $155K
|
3.37K
$442K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.18K+ 54.07% |
$123K - $153K
|
3.37K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.14K+ 9.74% |
$118K - $148K
|
12.8K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.13K+ 51.32% |
$117K - $146K
|
3.33K
$436K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.13K+ 42.78% |
$117K - $146K
|
3.76K
$493K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.12K+ 0.49% |
$116K - $145K
|
231K
$30.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.09K+ 16.7% |
$114K - $142K
|
7.64K
$1M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.09K+ 1088.0% |
$113K - $141K
|
1.19K
$156K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
1.07K+ 1.36% |
$112K - $139K
|
80.2K
$10.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.04KNew |
$108K - $134K
|
1.04K
$136K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.02K+ 15.92% |
$106K - $133K
|
7.45K
$977K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
971+ 2.14% |
$101K - $126K
|
46.3K
$6.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
962+ 27.99% |
$100K - $125K
|
4.4K
$577K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
962+ 10.37% |
$100K - $125K
|
10.2K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
949+ 5.87% |
$98.7K - $123K
|
17.1K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
841+ 27.85% |
$87.5K - $109K
|
3.86K
$506K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
821+ 5.31% |
$85.4K - $107K
|
16.3K
$2.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
818+ 0.46% |
$85.1K - $106K
|
180K
$23.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
800+ 22.31% |
$83.2K - $104K
|
4.39K
$575K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
788New |
$82K - $102K
|
788
$103K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
704+ 0.59% |
$73.2K - $91.3K
|
120K
$15.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
702+ 13.46% |
$73K - $91.1K
|
5.92K
$776K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
698+ 6.79% |
$72.6K - $90.6K
|
11K
$1.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
696+ 7.41% |
$72.4K - $90.3K
|
10.1K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
679+ 24.57% |
$70.6K - $88.1K
|
3.44K
$452K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
666+ 15.3% |
$69.3K - $86.4K
|
5.02K
$658K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
658+ 10.0% |
$68.4K - $85.4K
|
7.24K
$950K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
650+ 1.85% |
$67.6K - $84.3K
|
35.8K
$4.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
638+ 0.53% |
$66.4K - $82.8K
|
122K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
636New |
$66.1K - $82.5K
|
636
$83.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
625+ 16.86% |
$65K - $81.1K
|
4.33K
$568K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
611+ 5.02% |
$63.5K - $79.3K
|
12.8K
$1.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
600+ 4.55% |
$62.4K - $77.8K
|
13.8K
$1.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
600+ 3.7% |
$62.4K - $77.8K
|
16.8K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
563+ 6.14% |
$58.6K - $73K
|
9.74K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
550New |
$57.2K - $71.4K
|
550
$72.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
548+ 1.24% |
$57K - $71.1K
|
44.6K
$5.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
543+ 8.82% |
$56.5K - $70.4K
|
6.7K
$879K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
500New |
$52K - $64.9K
|
500
$65.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
497+ 5.37% |
$51.7K - $64.5K
|
9.75K
$1.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
494+ 12.55% |
$51.4K - $64.1K
|
4.43K
$581K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
489New |
$50.9K - $63.4K
|
489
$64.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
479+ 136.86% |
$49.8K - $62.1K
|
829
$109K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
463+ 5.8% |
$48.2K - $60.1K
|
8.45K
$1.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
447+ 1.28% |
$46.5K - $58K
|
35.5K
$4.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
441+ 2.73% |
$45.9K - $57.2K
|
16.6K
$2.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
426+ 21.23% |
$44.3K - $55.3K
|
2.43K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
416+ 1.61% |
$43.3K - $54K
|
26.2K
$3.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
416+ 54.17% |
$43.3K - $54K
|
1.18K
$155K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
408+ 7.24% |
$42.4K - $52.9K
|
6.04K
$793K
|