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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-41- 18.89% |
$3.25K - $3.77K
|
176
$23.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-43- 1.31% |
$3.41K - $3.95K
|
3.23K
$427K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-45- 1.34% |
$3.57K - $4.13K
|
3.32K
$439K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-45- 1.07% |
$3.57K - $4.13K
|
4.16K
$550K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-48- 1.03% |
$3.81K - $4.41K
|
4.6K
$608K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-51- 0.24% |
$4.04K - $4.69K
|
21K
$2.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-57- 1.8% |
$4.52K - $5.24K
|
3.1K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-59- 18.38% |
$4.68K - $5.42K
|
262
$34.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-60- 22.81% |
$4.76K - $5.51K
|
203
$26.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-60- 1.93% |
$4.76K - $5.51K
|
3.05K
$403K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-64- 5.36% |
$5.08K - $5.88K
|
1.13K
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-66- 0.62% |
$5.23K - $6.06K
|
10.5K
$1.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-73- 1.64% |
$5.79K - $6.71K
|
4.38K
$579K
|
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-77- 5.66% |
$6.11K - $7.07K
|
1.28K
$170K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-80- 1.15% |
$6.34K - $7.35K
|
6.89K
$911K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-86- 0.79% |
$6.82K - $7.9K
|
10.8K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-87- 3.21% |
$6.9K - $7.99K
|
2.62K
$346K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-89- 2.26% |
$7.06K - $8.18K
|
3.85K
$509K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-95- 3.41% |
$7.53K - $8.73K
|
2.69K
$356K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-96- 12.39% |
$7.61K - $8.82K
|
679
$89.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-97- 25.46% |
$7.69K - $8.91K
|
284
$37.6K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-97- 52.43% |
$7.69K - $8.91K
|
88
$11.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-100- 0.66% |
$7.93K - $9.19K
|
15K
$1.98M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-100- 10.24% |
$7.93K - $9.19K
|
877
$116K
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-100- 0.76% |
$7.93K - $9.19K
|
13K
$1.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-100- 1.58% |
$7.93K - $9.19K
|
6.23K
$823K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-101- 1.25% |
$8.01K - $9.28K
|
7.95K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-102- 3.4% |
$8.09K - $9.37K
|
2.9K
$383K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-115- 60.53% |
$9.12K - $10.6K
|
75
$9.92K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-115- 2.39% |
$9.12K - $10.6K
|
4.7K
$622K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-125- 11.8% |
$9.91K - $11.5K
|
934
$124K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-131- 41.85% |
$10.4K - $12K
|
182
$24.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-136- 1.37% |
$10.8K - $12.5K
|
9.78K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-139- 5.35% |
$11K - $12.8K
|
2.46K
$325K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-149- 11.31% |
$11.8K - $13.7K
|
1.17K
$154K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-150- 1.73% |
$11.9K - $13.8K
|
8.5K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-157- 8.59% |
$12.5K - $14.4K
|
1.67K
$221K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-160- 5.81% |
$12.7K - $14.7K
|
2.59K
$343K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-163- 4.59% |
$12.9K - $15K
|
3.39K
$448K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-187- 3.72% |
$14.8K - $17.2K
|
4.84K
$640K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-192- 2.34% |
$15.2K - $17.6K
|
8.01K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-200- 5.1% |
$15.9K - $18.4K
|
3.72K
$492K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-224- 7.75% |
$17.8K - $20.6K
|
2.67K
$352K
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-229- 0.25% |
$18.2K - $21K
|
89.8K
$11.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-237- 2.93% |
$18.8K - $21.8K
|
7.85K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-250- 1.72% |
$19.8K - $23K
|
14.3K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-256- 31.14% |
$20.3K - $23.5K
|
566
$74.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-264- 5.14% |
$20.9K - $24.3K
|
4.87K
$644K
|
|
|
Jan 25, 2024
Q4 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-265- 6.26% |
$21K - $24.3K
|
3.97K
$525K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-268- 21.79% |
$21.3K - $24.6K
|
962
$127K
|