Purchases and Sales Made in Q1 2023 in Welltower Inc. (WELL)

WELL Quotes by TradingView

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
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
531
+ 3.55%
$34.9K - $41.4K
15.5K $2.38M
Apr 28, 2023 Q1 2023
Callahan Advisors, LLC

BUY
 -
456
+ 0.95%
$30K - $35.6K
48.4K $7.43M
May 01, 2023 Q1 2023
Cutler Group LP

BUY
 -
434
New
$28.5K - $33.9K
434 $66.6K
May 12, 2023 Q1 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
412
+ 48.47%
$27.1K - $32.2K
1.26K $194K
May 12, 2023 Q1 2023
Independent Advisor Alliance

BUY
 -
400
+ 3.96%
$26.3K - $31.2K
10.5K $1.61M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
399
+ 4.28%
$26.2K - $31.1K
9.72K $1.49M
May 15, 2023 Q1 2023
Dai Ichi Life Insurance Company, LTD

Tokyo, M0
BUY
 -
399
+ 0.69%
$26.2K - $31.1K
58.4K $8.97M
May 11, 2023 Q1 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
398
+ 6.34%
$26.2K - $31.1K
6.67K $1.02M
Apr 24, 2023 Q1 2023
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
388
+ 1.24%
$25.5K - $30.3K
31.7K $4.86M
May 12, 2023 Q1 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
369
+ 2.44%
$24.3K - $28.8K
15.5K $2.38M
Apr 17, 2023 Q1 2023
Czech National Bank

Prague, 2N
BUY
 -
357
+ 0.65%
$23.5K - $27.9K
55.7K $8.55M
May 15, 2023 Q1 2023
Values First Advisors, Inc.

BUY
 -
355
+ 4.59%
$23.3K - $27.7K
8.09K $1.24M
May 12, 2023 Q1 2023
American International Group, Inc.

New York, NY
BUY
 -
355
+ 0.28%
$23.3K - $27.7K
128K $19.7M
May 12, 2023 Q1 2023
Clear Street Markets LLC

BUY
 -
352
+ 61.01%
$23.1K - $27.5K
929 $143K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
343
New
$22.6K - $26.8K
343 $52.7K
Jun 03, 2024 Q1 2023
Vontobel Holding Ltd.

BUY
 -
340
+ 1.82%
$22.4K - $26.5K
19K $2.91M
May 04, 2023 Q1 2023
Tilt Investment Management Holdings, Pbc

New York, NY
BUY
 -
320
+ 5.69%
$21K - $25K
5.95K $913K
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
289
+ 17.27%
$19K - $22.6K
1.96K $301K
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
286
+ 1.22%
$18.8K - $22.3K
23.7K $3.63M
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
279
+ 2.89%
$18.3K - $21.8K
9.92K $1.52M
May 18, 2023 Q1 2023
Manitou Investment Management Ltd.

Toronto, A6
BUY
 -
270
New
$17.8K - $21.1K
270 $41.4K
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
256
+ 1.14%
$16.8K - $20K
22.7K $3.49M
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
254
+ 5.32%
$16.7K - $19.8K
5.03K $772K
May 12, 2023 Q1 2023
Crossmark Global Holdings, Inc.

BUY
 -
253
+ 0.94%
$16.6K - $19.7K
27.3K $4.18M
May 09, 2023 Q1 2023
Sompo Asset Management Co., Ltd.

Tokyo, M0
BUY
 -
250
+ 1.44%
$16.4K - $19.5K
17.6K $2.71M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
244
+ 3.52%
$16K - $19K
7.18K $1.1M
May 09, 2023 Q1 2023
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys

Harrisburg, PA
BUY
 -
232
+ 0.29%
$15.3K - $18.1K
80.1K $12.3M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
230
+ 30.5%
$15.1K - $18K
984 $151K
May 04, 2023 Q1 2023
Cypress Capital Group

BUY
 -
225
+ 6.5%
$14.8K - $17.6K
3.69K $566K
Apr 19, 2023 Q1 2023
Nordea Investment Management Ab

Stockholm, V7
BUY
 -
220
+ 0.61%
$14.5K - $17.2K
36.2K $5.56M
May 09, 2023 Q1 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
210
New
$13.8K - $16.4K
210 $32.2K
May 10, 2023 Q1 2023
Kentucky Retirement Systems Insurance Trust Fund

Frankfort, KY
BUY
 -
207
+ 1.25%
$13.6K - $16.2K
16.8K $2.58M
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
205
New
$13.5K - $16K
205 $31.5K
Apr 27, 2023 Q1 2023
Securian Asset Management, Inc

BUY
 -
201
+ 0.52%
$13.2K - $15.7K
39K $5.99M
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
200
New
$13.2K - $15.6K
200 $30.7K
May 15, 2023 Q1 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
200
+ 0.24%
$13.2K - $15.6K
84.1K $12.9M
Apr 19, 2023 Q1 2023
Louisiana State Employees Retirement System

BUY
 -
200
+ 0.66%
$13.2K - $15.6K
30.7K $4.71M
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
192
+ 24.43%
$12.6K - $15K
978 $150K
May 12, 2023 Q1 2023
Prudential PLC

London, England, X0
BUY
 -
179
+ 0.56%
$11.8K - $14K
32K $4.91M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
164
+ 0.58%
$10.8K - $12.8K
28.7K $4.4M
Apr 18, 2023 Q1 2023
Assenagon Asset Management S.A.

BUY
 -
151
+ 0.87%
$9.93K - $11.8K
17.5K $2.69M
Apr 14, 2023 Q1 2023
Weybosset Research & Management LLC

BUY
 -
150
+ 3.61%
$9.86K - $11.7K
4.3K $660K
May 10, 2023 Q1 2023
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
150
+ 4.08%
$9.86K - $11.7K
3.83K $588K
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

BUY
 -
145
+ 87.88%
$9.54K - $11.3K
310 $47.6K
Apr 26, 2023 Q1 2023
Concord Wealth Partners

BUY
 -
137
New
$9.01K - $10.7K
137 $21K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
136
+ 8.65%
$8.94K - $10.6K
1.71K $262K
May 02, 2023 Q1 2023
Financial Counselors Inc

BUY
 -
125
+ 2.57%
$8.22K - $9.76K
5K $767K
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
123
+ 1.78%
$8.09K - $9.6K
7.02K $1.08M
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
BUY
 -
121
+ 0.47%
$7.96K - $9.44K
25.9K $3.98M

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