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 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
400New |
$41.6K - $51.9K
|
400
$52.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
394+ 4.69% |
$41K - $51.1K
|
8.79K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
389New |
$40.5K - $50.5K
|
389
$51K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
386+ 2.66% |
$40.1K - $50.1K
|
14.9K
$1.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
385+ 2.36% |
$40K - $49.9K
|
16.7K
$2.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
378+ 4.04% |
$39.3K - $49K
|
9.74K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
378+ 2.24% |
$39.3K - $49K
|
17.2K
$2.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
BUY
|
- |
367+ 2.47% |
$38.2K - $47.6K
|
15.2K
$1.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
350+ 41.18% |
$36.4K - $45.4K
|
1.2K
$157K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
347+ 19.03% |
$36.1K - $45K
|
2.17K
$285K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
340+ 1.43% |
$35.4K - $44.1K
|
24.2K
$3.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
336+ 126.32% |
$34.9K - $43.6K
|
602
$79K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
336+ 11.17% |
$34.9K - $43.6K
|
3.34K
$438K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
333New |
$34.6K - $43.2K
|
333
$43.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
331+ 4.42% |
$34.4K - $42.9K
|
7.82K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
312+ 0.45% |
$32.4K - $40.5K
|
69.2K
$9.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
309+ 15.0% |
$32.1K - $40.1K
|
2.37K
$311K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
307New |
$31.9K - $39.8K
|
307
$40.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
300+ 379.75% |
$31.2K - $38.9K
|
379
$49.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
285+ 19.36% |
$29.6K - $37K
|
1.76K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
283+ 5.38% |
$29.4K - $36.7K
|
5.55K
$727K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
258+ 10.25% |
$26.8K - $33.5K
|
2.77K
$364K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
257+ 5.94% |
$26.7K - $33.3K
|
4.58K
$601K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
250+ 10.15% |
$26K - $32.4K
|
2.71K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
245+ 140.8% |
$25.5K - $31.8K
|
419
$55K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
243+ 91.7% |
$25.3K - $31.5K
|
508
$66.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
239+ 5.74% |
$24.9K - $31K
|
4.41K
$578K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
236+ 5.82% |
$24.5K - $30.6K
|
4.29K
$563K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
232+ 10.07% |
$24.1K - $30.1K
|
2.54K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
216+ 10.66% |
$22.5K - $28K
|
2.24K
$294K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
212+ 15.36% |
$22K - $27.5K
|
1.59K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
208+ 7.37% |
$21.6K - $27K
|
3.03K
$398K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
205+ 1.75% |
$21.3K - $26.6K
|
11.9K
$1.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
202+ 9.18% |
$21K - $26.2K
|
2.4K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
200+ 4.2% |
$20.8K - $25.9K
|
4.97K
$651K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
184+ 7.12% |
$19.1K - $23.9K
|
2.77K
$363K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
175New |
$18.2K - $22.7K
|
175
$23K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
174+ 5.61% |
$18.1K - $22.6K
|
3.28K
$430K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
166+ 3.34% |
$17.3K - $21.5K
|
5.13K
$673K
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
160+ 6.42% |
$16.6K - $20.8K
|
2.65K
$348K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
156+ 3.84% |
$16.2K - $20.2K
|
4.22K
$553K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
139+ 5.03% |
$14.5K - $18K
|
2.9K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
126+ 0.62% |
$13.1K - $16.3K
|
20.4K
$2.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
125+ 2.45% |
$13K - $16.2K
|
5.22K
$684K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
125+ 6.37% |
$13K - $16.2K
|
2.09K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
122+ 0.55% |
$12.7K - $15.8K
|
22.4K
$2.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
118+ 2.71% |
$12.3K - $15.3K
|
4.48K
$588K
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
117+ 0.09% |
$12.2K - $15.2K
|
124K
$16.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
116+ 2.12% |
$12.1K - $15K
|
5.6K
$734K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
110+ 2.43% |
$11.4K - $14.3K
|
4.64K
$609K
|