Purchases and Sales Made in Q2 2023 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
29+ 0.63% |
$2.04K - $2.38K
|
4.65K
$662K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
25+ 5.0% |
$1.76K - $2.05K
|
525
$74.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25+ 0.25% |
$1.76K - $2.05K
|
10.2K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
23+ 1.47% |
$1.62K - $1.88K
|
1.59K
$226K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
22+ 0.32% |
$1.55K - $1.8K
|
6.85K
$976K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21+ 1.74% |
$1.48K - $1.72K
|
1.23K
$175K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
15+ 1.98% |
$1.06K - $1.23K
|
774
$110K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 12.1% |
$1.06K - $1.23K
|
139
$19.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14+ 466.67% |
$985 - $1.15K
|
17
$2.42K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
14+ 1.19% |
$985 - $1.15K
|
1.19K
$169K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11+ 61.11% |
$774 - $901
|
29
$4.14K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 2.16% |
$704 - $820
|
472
$67.3K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 2.16% |
$704 - $820
|
472
$67.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
9+ 0.81% |
$633 - $738
|
1.12K
$159K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9New |
$633 - $738
|
9
$1.28K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 1.11% |
$563 - $656
|
731
$104K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
8+ 3.83% |
$563 - $656
|
217
$30.9K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 1.11% |
$563 - $656
|
731
$104K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
7New |
$493 - $574
|
7
$998
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
6+ 28.57% |
$422 - $492
|
27
$3.85K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 0.17% |
$422 - $492
|
3.54K
$505K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
6New |
$422 - $492
|
6
$856
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5+ 0.11% |
$352 - $410
|
4.76K
$679K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 0.42% |
$352 - $410
|
1.19K
$170K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
4+ 22.22% |
$282 - $328
|
22
$3.14K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
3+ 0.15% |
$211 - $246
|
1.96K
$279K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.58% |
$141 - $164
|
345
$49.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 0.11% |
$141 - $164
|
1.75K
$249K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.81% |
$141 - $164
|
249
$35.5K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2New |
$141 - $164
|
2
$285
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 0.22% |
$141 - $164
|
907
$129K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.81% |
$141 - $164
|
248
$35.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$141 - $164
|
2
$285
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.06% |
$70.4 - $82
|
1.64K
$234K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.62% |
$70.4 - $82
|
163
$23.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.73% |
$70.4 - $82
|
138
$19.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 0.4% |
$70.4 - $82
|
251
$35.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.17% |
$70.4 - $82
|
591
$84.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.02% |
$70.4 - $82
|
4.6K
$656K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.83% |
$70.4 - $82
|
122
$17.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1- 0.02% |
$70.4 - $82
|
4.72K
$673K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$70.4 - $82
|
8.6K
$1.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2- 0.57% |
$141 - $164
|
349
$49.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 0.91% |
$211 - $246
|
327
$46.6K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-5- 0.94% |
$352 - $410
|
525
$74.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-5- 50.0% |
$352 - $410
|
5
$713
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-5- 1.61% |
$352 - $410
|
305
$43.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-10- 6.58% |
$704 - $820
|
142
$20.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-15- 0.19% |
$1.06K - $1.23K
|
8.09K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-17- 8.1% |
$1.2K - $1.39K
|
193
$27.5K
|