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 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.35K- 0.21% |
$106K - $115K
|
638K
$87M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.37K- 59.18% |
$108K - $117K
|
947
$129K
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 4.45% |
$108K - $118K
|
29.6K
$4.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.4K- 1.31% |
$110K - $120K
|
105K
$14.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.42K- 36.74% |
$112K - $121K
|
2.45K
$334K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.45K- 0.28% |
$114K - $124K
|
525K
$71.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.55K- 13.02% |
$122K - $132K
|
10.4K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.56K- 4.46% |
$122K - $133K
|
33.4K
$4.55M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.57KClosed |
$123K - $134K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.57K- 5.33% |
$124K - $135K
|
27.9K
$3.81M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.6K- 15.91% |
$125K - $136K
|
8.43K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.64K- 13.64% |
$129K - $140K
|
10.4K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-1.75K- 19.46% |
$137K - $149K
|
7.23K
$987K
|
|
|
Oct 17, 2023
Q3 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-1.77K- 5.52% |
$139K - $151K
|
30.3K
$4.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.9K- 1.83% |
$149K - $163K
|
102K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-2.06K- 9.08% |
$162K - $176K
|
20.6K
$2.81M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 38.57% |
$171K - $186K
|
3.46K
$472K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.22K- 4.13% |
$174K - $190K
|
51.4K
$7.02M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.3K- 13.26% |
$180K - $196K
|
15K
$2.05M
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-2.4K- 46.69% |
$189K - $205K
|
2.74K
$374K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-2.7K- 20.15% |
$212K - $231K
|
10.7K
$1.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-2.8K- 7.61% |
$220K - $239K
|
33.9K
$4.63M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.02K- 15.26% |
$237K - $258K
|
16.7K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsi Capital Advisors LLC
Newport Beach, CA |
SELL
|
- |
-3.06K- 5.71% |
$241K - $262K
|
50.5K
$6.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.09K- 4.53% |
$243K - $264K
|
65.2K
$8.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.13K- 49.71% |
$246K - $267K
|
3.16K
$432K
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-3.22K- 1.55% |
$253K - $275K
|
204K
$27.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.23K- 8.3% |
$254K - $276K
|
35.7K
$4.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.28K- 2.11% |
$258K - $280K
|
152K
$20.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.32K- 8.19% |
$261K - $284K
|
37.2K
$5.08M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.48K- 15.66% |
$273K - $297K
|
18.7K
$2.56M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.91K- 56.42% |
$307K - $334K
|
3.02K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-3.97K- 74.46% |
$312K - $339K
|
1.36K
$186K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.19K- 28.26% |
$329K - $358K
|
10.6K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.65K- 2.01% |
$365K - $397K
|
227K
$30.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-4.72K- 8.34% |
$371K - $403K
|
51.9K
$7.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4.88K- 9.75% |
$383K - $417K
|
45.2K
$6.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-5.09K- 82.05% |
$400K - $435K
|
1.11K
$152K
|
|
|
Nov 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-5.4K- 37.52% |
$424K - $462K
|
8.99K
$1.23M
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-5.4K- 37.52% |
$424K - $462K
|
8.99K
$1.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-6.09K- 0.59% |
$479K - $521K
|
1.03M
$140M
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-6.2K- 6.51% |
$487K - $530K
|
89K
$12.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-6.23K- 5.09% |
$489K - $532K
|
116K
$15.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-6.28K- 37.44% |
$493K - $536K
|
10.5K
$1.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-7.1K- 4.28% |
$558K - $607K
|
159K
$21.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-7.98K- 8.14% |
$627K - $682K
|
90K
$12.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-8.7K- 10.33% |
$684K - $744K
|
75.5K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-9.91K- 6.05% |
$779K - $847K
|
154K
$21M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-9.97K- 0.77% |
$784K - $852K
|
1.28M
$175M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.4K- 8.91% |
$821K - $893K
|
107K
$14.6M
|