Purchases and Sales Made in Q4 2023 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
96+ 0.8% |
$7.61K - $8.82K
|
12.1K
$1.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
95+ 1.11% |
$7.53K - $8.73K
|
8.62K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
92+ 6.67% |
$7.3K - $8.45K
|
1.47K
$195K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
92+ 1.65% |
$7.3K - $8.45K
|
5.66K
$748K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
84+ 0.43% |
$6.66K - $7.72K
|
19.6K
$2.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
82New |
$6.5K - $7.53K
|
82
$10.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
80+ 0.02% |
$6.34K - $7.35K
|
351K
$46.4M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
75+ 1.81% |
$5.95K - $6.89K
|
4.21K
$557K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
64+ 1.73% |
$5.08K - $5.88K
|
3.77K
$498K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
61New |
$4.84K - $5.6K
|
61
$8.07K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
60+ 1.2% |
$4.76K - $5.51K
|
5.05K
$668K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
50+ 100.0% |
$3.97K - $4.59K
|
100
$13.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
49+ 1.4% |
$3.89K - $4.5K
|
3.56K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
47+ 0.28% |
$3.73K - $4.32K
|
16.8K
$2.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
45+ 1.8% |
$3.57K - $4.13K
|
2.54K
$336K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
39+ 2.26% |
$3.09K - $3.58K
|
1.77K
$233K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
38+ 122.58% |
$3.01K - $3.49K
|
69
$9.12K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
35New |
$2.78K - $3.22K
|
35
$4.63K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
33+ 4.57% |
$2.62K - $3.03K
|
755
$99.8K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
31+ 12.97% |
$2.46K - $2.85K
|
270
$35.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
31New |
$2.46K - $2.85K
|
31
$4.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
31+ 2.32% |
$2.46K - $2.85K
|
1.37K
$181K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
31+ 0.96% |
$2.46K - $2.85K
|
3.27K
$433K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
30+ 20.98% |
$2.38K - $2.76K
|
173
$22.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
28+ 3.83% |
$2.22K - $2.57K
|
759
$100K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
28+ 3.83% |
$2.22K - $2.57K
|
759
$100K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
27+ 0.32% |
$2.14K - $2.48K
|
8.58K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
27+ 675.0% |
$2.14K - $2.48K
|
31
$4.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
25+ 0.9% |
$1.98K - $2.3K
|
2.8K
$370K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
23+ 0.88% |
$1.82K - $2.11K
|
2.63K
$347K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
22New |
$1.74K - $2.02K
|
22
$2.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
21New |
$1.67K - $1.93K
|
21
$2.78K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21+ 0.16% |
$1.67K - $1.93K
|
13.1K
$1.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20New |
$1.59K - $1.84K
|
20
$2.64K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
20New |
$1.59K - $1.84K
|
20
$2.64K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20New |
$1.59K - $1.84K
|
20
$2.64K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
19+ 0.16% |
$1.51K - $1.75K
|
11.9K
$1.58M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
18+ 15.38% |
$1.43K - $1.65K
|
135
$17.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
18+ 0.66% |
$1.43K - $1.65K
|
2.75K
$363K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
17+ 0.69% |
$1.35K - $1.56K
|
2.48K
$328K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
15New |
$1.19K - $1.38K
|
15
$1.98K
|
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
BUY
|
- |
14+ 0.78% |
$1.11K - $1.29K
|
1.82K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14+ 0.07% |
$1.11K - $1.29K
|
19.7K
$2.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
13+ 0.77% |
$1.03K - $1.19K
|
1.71K
$226K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13+ 0.45% |
$1.03K - $1.19K
|
2.89K
$383K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.32% |
$952 - $1.1K
|
3.74K
$495K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 0.42% |
$793 - $919
|
2.42K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7New |
$555 - $643
|
7
$926
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.24% |
$476 - $551
|
2.51K
$331K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6New |
$476 - $551
|
6
$793
|