Purchases and Sales Made in Q1 2023 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.31K+ 11.29% |
$217K - $258K
|
32.6K
$5M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.21KNew |
$211K - $251K
|
3.21K
$493K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.21K+ 6.22% |
$211K - $251K
|
54.8K
$8.42M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
3.2K+ 5.49% |
$210K - $249K
|
61.4K
$9.43M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.19KNew |
$210K - $249K
|
3.19K
$490K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
3.19KNew |
$210K - $249K
|
3.19K
$490K
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.18K+ 2.49% |
$209K - $248K
|
131K
$20.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.17KNew |
$208K - $247K
|
3.17K
$486K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.12KNew |
$205K - $243K
|
3.12K
$479K
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.09KNew |
$203K - $241K
|
3.09K
$474K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.05K+ 16.15% |
$201K - $238K
|
22K
$3.37M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.05KNew |
$200K - $238K
|
3.05K
$468K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.03KNew |
$199K - $237K
|
3.03K
$465K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.03KNew |
$199K - $236K
|
3.03K
$465K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3.03K+ 0.39% |
$199K - $236K
|
781K
$120M
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
3.01K+ 19.5% |
$198K - $235K
|
18.5K
$2.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
BUY
|
- |
3.01KNew |
$198K - $235K
|
3.01K
$462K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3K+ 10.49% |
$197K - $234K
|
31.6K
$4.85M
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.99K+ 15.29% |
$196K - $233K
|
22.5K
$3.46M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.97KNew |
$195K - $232K
|
2.97K
$456K
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.96KNew |
$195K - $231K
|
2.96K
$454K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.95KNew |
$194K - $230K
|
2.95K
$453K
|
|
|
May 09, 2023
Q1 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
2.94K+ 4.03% |
$193K - $229K
|
75.7K
$11.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.9KNew |
$191K - $226K
|
2.9K
$445K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.86KNew |
$188K - $223K
|
2.86K
$439K
|
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.82K+ 14.81% |
$186K - $220K
|
21.9K
$3.36M
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.8KNew |
$184K - $219K
|
2.8K
$430K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
2.76K+ 2.19% |
$182K - $216K
|
129K
$19.8M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.69K+ 4.08% |
$177K - $210K
|
68.7K
$10.5M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.62K+ 22.23% |
$172K - $205K
|
14.4K
$2.21M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.62K+ 2.15% |
$172K - $205K
|
125K
$19.1M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.58K+ 0.15% |
$169K - $201K
|
1.67M
$256M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.57K+ 11.56% |
$169K - $200K
|
24.8K
$3.8M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.55K+ 48.45% |
$168K - $199K
|
7.81K
$1.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.52K+ 432.65% |
$166K - $197K
|
3.1K
$476K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.49KNew |
$164K - $195K
|
2.49K
$383K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.46K+ 17.04% |
$162K - $192K
|
16.9K
$2.59M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.45K+ 109.63% |
$161K - $191K
|
4.68K
$719K
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
2.39K+ 3.39% |
$157K - $186K
|
72.7K
$11.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.38K+ 14.2% |
$156K - $185K
|
19.1K
$2.93M
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
2.31K+ 0.5% |
$152K - $181K
|
466K
$71.6M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.27K+ 5.61% |
$149K - $177K
|
42.7K
$6.56M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.26K+ 29.32% |
$149K - $177K
|
9.99K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
2.23K+ 33.33% |
$146K - $174K
|
8.91K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.15K+ 7.77% |
$142K - $168K
|
29.9K
$4.59M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.1K+ 35.08% |
$138K - $164K
|
8.08K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.93K+ 25.36% |
$127K - $151K
|
9.56K
$1.47M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.93K+ 41.24% |
$127K - $151K
|
6.62K
$1.02M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.91K+ 10.48% |
$126K - $149K
|
20.2K
$3.09M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.86K+ 5.18% |
$122K - $145K
|
37.7K
$5.79M
|