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 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.85KNew |
$122K - $144K
|
1.85K
$284K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.84K+ 3.6% |
$121K - $143K
|
52.8K
$8.1M
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.8K+ 9.04% |
$118K - $140K
|
21.7K
$3.33M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.74KNew |
$115K - $136K
|
1.74K
$268K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.63K+ 17.82% |
$107K - $127K
|
10.7K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.57K+ 15.6% |
$103K - $123K
|
11.7K
$1.79M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.55K+ 23.55% |
$102K - $121K
|
8.13K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.52K+ 3377.78% |
$100K - $119K
|
1.57K
$240K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.48K+ 3.26% |
$97.3K - $116K
|
46.9K
$7.19M
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.46K+ 5.16% |
$96.2K - $114K
|
29.8K
$4.58M
|
|
|
May 12, 2023
Q1 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
1.43K+ 34.46% |
$94.2K - $112K
|
5.59K
$858K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.33K+ 6.03% |
$87.2K - $103K
|
23.3K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.32K+ 24.92% |
$87.1K - $103K
|
6.64K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
1.3K+ 1.01% |
$85.5K - $101K
|
130K
$19.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
1.29K+ 2.22% |
$85.1K - $101K
|
59.5K
$9.14M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.26K+ 17.8% |
$82.9K - $98.4K
|
8.35K
$1.28M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.23K+ 12.21% |
$81K - $96.1K
|
11.3K
$1.74M
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.23K+ 1.06% |
$80.7K - $95.8K
|
116K
$17.9M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.2K+ 11.2% |
$78.8K - $93.6K
|
11.9K
$1.83M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
1.12K+ 13.01% |
$73.4K - $87.1K
|
9.7K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.1K+ 2.69% |
$72.5K - $86K
|
42.1K
$6.46M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.09K+ 108900.0% |
$71.6K - $85K
|
1.09K
$167K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.05K+ 29.49% |
$68.9K - $81.8K
|
4.6K
$706K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
990+ 106.11% |
$65.1K - $77.3K
|
1.92K
$295K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
976New |
$64.2K - $76.2K
|
976
$150K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
955+ 11.66% |
$62.8K - $74.5K
|
9.15K
$1.4M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
939+ 0.83% |
$61.7K - $73.3K
|
113K
$17.4M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
930+ 2.55% |
$61.2K - $72.6K
|
37.4K
$5.74M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
923+ 17.71% |
$60.7K - $72K
|
6.14K
$942K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
921+ 3.44% |
$60.6K - $71.9K
|
27.7K
$4.25M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
901+ 0.91% |
$59.2K - $70.3K
|
100K
$15.4M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
898+ 10.93% |
$59.1K - $70.1K
|
9.12K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
831+ 3.2% |
$54.6K - $64.9K
|
26.8K
$4.12M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
828+ 0.0% |
$54.4K - $64.6K
|
77.3M
$11.9B
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
822+ 8.27% |
$54.1K - $64.2K
|
10.8K
$1.65M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
820+ 0.09% |
$53.9K - $64K
|
933K
$143M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
813+ 5.05% |
$53.5K - $63.5K
|
16.9K
$2.6M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
769+ 19.97% |
$50.6K - $60K
|
4.62K
$709K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
767+ 3.96% |
$50.4K - $59.9K
|
20.1K
$3.09M
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
763+ 0.52% |
$50.2K - $59.6K
|
147K
$22.5M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
729+ 16.64% |
$47.9K - $56.9K
|
5.11K
$785K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
701+ 12.08% |
$46.1K - $54.7K
|
6.5K
$998K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
640+ 16.92% |
$42.1K - $50K
|
4.42K
$679K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
625+ 1.8% |
$41.1K - $48.8K
|
35.4K
$5.43M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
612+ 14.3% |
$40.2K - $47.8K
|
4.89K
$751K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
577+ 14.91% |
$37.9K - $45K
|
4.45K
$683K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
561+ 2.91% |
$36.9K - $43.8K
|
19.9K
$3.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
538+ 33.63% |
$35.4K - $42K
|
2.14K
$328K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
535+ 11.09% |
$35.2K - $41.8K
|
5.36K
$823K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
533+ 10.25% |
$35.1K - $41.6K
|
5.73K
$880K
|