Purchases and Sales Made in Q3 2023 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-331- 3.79% |
$26K - $28.3K
|
8.41K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-336- 4.5% |
$26.4K - $28.7K
|
7.13K
$973K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-348- 0.57% |
$27.4K - $29.7K
|
60.8K
$8.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-365- 3.44% |
$28.7K - $31.2K
|
10.2K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-393- 11.23% |
$30.9K - $33.6K
|
3.11K
$424K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-400- 10.39% |
$31.4K - $34.2K
|
3.45K
$471K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-429- 36.92% |
$33.7K - $36.7K
|
733
$100K
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-434- 5.78% |
$34.1K - $37.1K
|
7.07K
$965K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-440- 12.23% |
$34.6K - $37.6K
|
3.16K
$431K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-473- 5.55% |
$37.2K - $40.4K
|
8.05K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-486- 0.64% |
$38.2K - $41.5K
|
75.5K
$10.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-498- 12.76% |
$39.1K - $42.6K
|
3.4K
$465K
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-512- 1.29% |
$40.2K - $43.8K
|
39.3K
$5.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-525- 6.29% |
$41.3K - $44.9K
|
7.83K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-558- 1.77% |
$43.9K - $47.7K
|
31K
$4.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-610- 13.47% |
$47.9K - $52.1K
|
3.92K
$535K
|
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-611- 6.17% |
$48K - $52.2K
|
9.29K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-646- 11.65% |
$50.8K - $55.2K
|
4.9K
$669K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-648- 99.85% |
$50.9K - $55.4K
|
1
$136
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-673- 0.43% |
$52.9K - $57.5K
|
155K
$21.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-679- 1.14% |
$53.4K - $58K
|
58.9K
$8.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-681- 4.47% |
$53.5K - $58.2K
|
14.5K
$1.99M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-690- 11.5% |
$54.2K - $59K
|
5.31K
$725K
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
SELL
|
- |
-724- 0.43% |
$56.9K - $61.9K
|
168K
$22.9M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-725- 4.4% |
$57K - $62K
|
15.8K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-776- 10.73% |
$61K - $66.3K
|
6.46K
$882K
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-784- 5.11% |
$61.6K - $67K
|
14.6K
$1.99M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-848- 17.05% |
$66.7K - $72.5K
|
4.13K
$563K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-854- 2.36% |
$67.1K - $73K
|
35.3K
$4.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-900- 6.21% |
$70.7K - $76.9K
|
13.6K
$1.85M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-905- 2.37% |
$71.1K - $77.4K
|
37.2K
$5.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-911- 2.76% |
$71.6K - $77.9K
|
32.2K
$4.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-912- 18.48% |
$71.7K - $77.9K
|
4.02K
$549K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-914- 10.68% |
$71.8K - $78.1K
|
7.64K
$1.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-970- 1.15% |
$76.2K - $82.9K
|
83.4K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-981- 8.3% |
$77.1K - $83.8K
|
10.8K
$1.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-982- 1.34% |
$77.2K - $83.9K
|
72.3K
$9.87M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-989- 25.2% |
$77.7K - $84.5K
|
2.94K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1K- 14.64% |
$78.8K - $85.6K
|
5.84K
$797K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.1K- 22.42% |
$86.5K - $94K
|
3.81K
$520K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.1K- 2.73% |
$86.6K - $94.2K
|
39.2K
$5.35M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.14K- 1.88% |
$89.2K - $97K
|
59.2K
$8.08M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.16K- 2.88% |
$91.5K - $99.5K
|
39.2K
$5.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.18K- 0.83% |
$92.6K - $101K
|
141K
$19.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-1.2K- 2.32% |
$94.3K - $103K
|
50.5K
$6.89M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.21K- 1.36% |
$94.9K - $103K
|
87.6K
$12M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.21K- 1.04% |
$95.3K - $104K
|
115K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.24K- 0.94% |
$97.2K - $106K
|
131K
$17.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.25K- 11.9% |
$98.3K - $107K
|
9.25K
$1.26M
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.27K- 2.54% |
$99.8K - $109K
|
48.7K
$6.64M
|