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 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.04K+ 116.53% |
$317K - $345K
|
7.51K
$1.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.73KNew |
$293K - $319K
|
3.73K
$509K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.67K+ 0.34% |
$289K - $314K
|
1.08M
$147M
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
3.63K+ 107.49% |
$286K - $311K
|
7.01K
$957K
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.56K+ 59.21% |
$280K - $304K
|
9.58K
$1.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.55KNew |
$279K - $304K
|
3.55K
$485K
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.46KNew |
$272K - $295K
|
3.46K
$472K
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3.43KNew |
$269K - $293K
|
3.43K
$468K
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.4KNew |
$267K - $291K
|
3.4K
$464K
|
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
3.4K+ 0.25% |
$267K - $291K
|
1.38M
$188M
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.39K+ 3.57% |
$267K - $290K
|
98.5K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3.32KNew |
$261K - $284K
|
3.32K
$453K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.27KNew |
$257K - $279K
|
3.27K
$446K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.25KNew |
$255K - $278K
|
3.25K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
3.19KNew |
$251K - $273K
|
3.19K
$436K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.15KNew |
$248K - $269K
|
3.15K
$430K
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.11K+ 1.0% |
$245K - $266K
|
314K
$42.9M
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
3.11K+ 9.01% |
$244K - $266K
|
37.6K
$5.13M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.1K+ 5.06% |
$244K - $265K
|
64.3K
$8.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
3.1K+ 0.12% |
$244K - $265K
|
2.58M
$352M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.08KNew |
$242K - $263K
|
3.08K
$420K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.96K+ 2.84% |
$233K - $253K
|
107K
$14.6M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.95K+ 3.38% |
$231K - $252K
|
90K
$12.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.94K+ 8.41% |
$231K - $251K
|
37.9K
$5.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.94KNew |
$231K - $251K
|
2.94K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.92K+ 9.59% |
$229K - $249K
|
33.3K
$4.55M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.9K+ 12.64% |
$228K - $248K
|
25.8K
$3.53M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
2.8K+ 4.38% |
$220K - $239K
|
66.6K
$9.1M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.74K+ 66.21% |
$215K - $234K
|
6.88K
$939K
|
|
|
Nov 14, 2023
Q3 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
2.68K+ 32.01% |
$210K - $229K
|
11K
$1.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.63K+ 8.91% |
$207K - $225K
|
32.2K
$4.39M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.61K+ 23.11% |
$205K - $223K
|
13.9K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.6KNew |
$204K - $222K
|
2.6K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.53K+ 5.63% |
$199K - $216K
|
47.5K
$6.48M
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.52KNew |
$198K - $216K
|
2.52K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.46KNew |
$193K - $210K
|
2.46K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
2.46KNew |
$193K - $210K
|
2.46K
$336K
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.46KNew |
$193K - $210K
|
2.46K
$335K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.45K+ 23.2% |
$193K - $209K
|
13K
$1.78M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
2.42K+ 11.07% |
$190K - $206K
|
24.2K
$3.31M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.37KNew |
$186K - $202K
|
2.37K
$323K
|
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
2.1K+ 9.45% |
$165K - $179K
|
24.3K
$3.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.09K+ 9.16% |
$164K - $178K
|
24.9K
$3.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.08K+ 56.75% |
$164K - $178K
|
5.76K
$786K
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
2.07K+ 1.94% |
$162K - $176K
|
108K
$14.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.92K+ 5.0% |
$151K - $164K
|
40.3K
$5.51M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.85K+ 20.73% |
$145K - $158K
|
10.8K
$1.47M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.76K+ 15.79% |
$139K - $151K
|
12.9K
$1.77M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.72K+ 1.36% |
$135K - $147K
|
128K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.72K+ 1.36% |
$135K - $147K
|
128K
$17.5M
|