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 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
220+ 41.9% |
$17.3K - $18.8K
|
745
$102K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
219+ 8.8% |
$17.2K - $18.7K
|
2.71K
$369K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
218+ 0.76% |
$17.1K - $18.6K
|
28.8K
$3.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
213+ 2.21% |
$16.7K - $18.2K
|
9.87K
$1.35M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
BUY
|
- |
208+ 0.5% |
$16.3K - $17.8K
|
42K
$5.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
205+ 12.91% |
$16.1K - $17.5K
|
1.79K
$245K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
203+ 7.96% |
$16K - $17.4K
|
2.75K
$376K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
200+ 7.62% |
$15.7K - $17.1K
|
2.83K
$386K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.23% |
$15.7K - $17.1K
|
85.5K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
188+ 3.91% |
$14.8K - $16.1K
|
4.99K
$682K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
185+ 0.47% |
$14.5K - $15.8K
|
39.4K
$5.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
185+ 117.83% |
$14.5K - $15.8K
|
342
$46.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
183+ 2.47% |
$14.4K - $15.6K
|
7.58K
$1.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
178+ 2.25% |
$14K - $15.2K
|
8.08K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
156+ 0.8% |
$12.3K - $13.3K
|
19.7K
$2.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
148+ 5.61% |
$11.6K - $12.6K
|
2.78K
$380K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
141+ 5.41% |
$11.1K - $12.1K
|
2.75K
$375K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
138+ 2.87% |
$10.8K - $11.8K
|
4.95K
$675K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
135+ 1.74% |
$10.6K - $11.5K
|
7.91K
$1.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
130+ 2.73% |
$10.2K - $11.1K
|
4.89K
$667K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
127+ 0.51% |
$9.98K - $10.9K
|
25.2K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
BUY
|
- |
120+ 1.6% |
$9.43K - $10.3K
|
7.63K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
119+ 1.9% |
$9.35K - $10.2K
|
6.37K
$870K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
116+ 3.0% |
$9.12K - $9.91K
|
3.98K
$543K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
113+ 3.58% |
$8.88K - $9.66K
|
3.27K
$446K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
104+ 5.04% |
$8.17K - $8.89K
|
2.17K
$296K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
104+ 5.04% |
$8.17K - $8.89K
|
2.17K
$296K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
95+ 3.02% |
$7.47K - $8.12K
|
3.24K
$442K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
95+ 67.38% |
$7.47K - $8.12K
|
236
$32.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
90+ 2.75% |
$7.07K - $7.69K
|
3.36K
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
87+ 5.31% |
$6.84K - $7.44K
|
1.73K
$236K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
86+ 2.33% |
$6.76K - $7.35K
|
3.78K
$516K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
81+ 0.68% |
$6.37K - $6.92K
|
11.9K
$1.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
78+ 2.94% |
$6.13K - $6.67K
|
2.73K
$372K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
77+ 0.08% |
$6.05K - $6.58K
|
91.5K
$12.5M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
77+ 71.3% |
$6.05K - $6.58K
|
185
$25.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
73+ 2.7% |
$5.74K - $6.24K
|
2.78K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
72+ 0.26% |
$5.66K - $6.15K
|
27.5K
$3.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
66+ 0.63% |
$5.19K - $5.64K
|
10.6K
$1.45M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
63+ 1.33% |
$4.95K - $5.38K
|
4.81K
$656K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
63+ 0.18% |
$4.95K - $5.38K
|
34.4K
$4.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
57+ 3.48% |
$4.48K - $4.87K
|
1.7K
$232K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
54+ 0.7% |
$4.24K - $4.62K
|
7.73K
$1.06M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
53+ 7.99% |
$4.17K - $4.53K
|
716
$97.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
50+ 19.16% |
$3.93K - $4.27K
|
311
$42.4K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
50New |
$3.93K - $4.27K
|
50
$6.82K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
49+ 1.33% |
$3.85K - $4.19K
|
3.73K
$509K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
47+ 1.66% |
$3.69K - $4.02K
|
2.88K
$393K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
46+ 0.54% |
$3.62K - $3.93K
|
8.57K
$1.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
43+ 1.22% |
$3.38K - $3.68K
|
3.58K
$488K
|