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 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-825- 0.52% |
$65.4K - $75.8K
|
158K
$20.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-856- 23.26% |
$67.9K - $78.6K
|
2.82K
$373K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
SELL
|
- |
-858- 2.7% |
$68K - $78.8K
|
30.9K
$4.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-973- 4.84% |
$77.2K - $89.4K
|
19.1K
$2.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-976- 2.88% |
$77.4K - $89.7K
|
33K
$4.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1K- 28.57% |
$79.3K - $91.9K
|
2.5K
$331K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.01K- 1.55% |
$79.7K - $92.3K
|
64K
$8.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.01K- 3.65% |
$79.7K - $92.3K
|
26.5K
$3.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.15K- 2.4% |
$91K - $105K
|
46.6K
$6.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-1.16K- 10.0% |
$92K - $107K
|
10.4K
$1.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-1.18K- 12.2% |
$93.3K - $108K
|
8.47K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.22K- 1.33% |
$96.4K - $112K
|
90.3K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.27K- 3.15% |
$101K - $117K
|
39K
$5.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.29K- 12.2% |
$103K - $119K
|
9.31K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.34K- 1.73% |
$106K - $123K
|
76K
$10.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.35K- 17.25% |
$107K - $124K
|
6.48K
$856K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.36K- 11.27% |
$108K - $125K
|
10.7K
$1.42M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.36K- 8.64% |
$108K - $125K
|
14.4K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.38K- 3.9% |
$109K - $127K
|
33.9K
$4.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.45K- 2.22% |
$115K - $133K
|
63.8K
$8.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.45K- 2.98% |
$115K - $133K
|
47.2K
$6.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.52K- 27.25% |
$121K - $140K
|
4.07K
$538K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.64K- 54.4% |
$130K - $151K
|
1.38K
$182K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-1.66K- 1.29% |
$132K - $153K
|
127K
$16.8M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-1.68K- 70.79% |
$133K - $154K
|
692
$91.5K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.8K- 5.22% |
$143K - $165K
|
32.6K
$4.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.87K- 6.69% |
$148K - $172K
|
26.1K
$3.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.94K- 5.45% |
$154K - $179K
|
33.7K
$4.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.06K- 1.96% |
$164K - $190K
|
103K
$13.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-2.1K- 3.56% |
$166K - $193K
|
56.8K
$7.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.2K- 4.36% |
$174K - $202K
|
48.3K
$6.38M
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.2K- 9.61% |
$174K - $202K
|
20.7K
$2.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.24K- 6.01% |
$177K - $206K
|
35K
$4.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.27K- 2.73% |
$180K - $209K
|
81.2K
$10.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.38K- 6.07% |
$189K - $219K
|
36.8K
$4.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-2.46K- 29.68% |
$195K - $226K
|
5.83K
$771K
|
|
|
Jan 25, 2024
Q4 2023
|
Jlp Asset Management, LLC
New York, NY |
SELL
|
- |
-2.6K- 20.0% |
$206K - $239K
|
10.4K
$1.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-2.61K- 28.08% |
$207K - $240K
|
6.68K
$883K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.67K- 34.5% |
$212K - $245K
|
5.06K
$670K
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-2.82K- 32.88% |
$224K - $259K
|
5.76K
$761K
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-2.85K- 3.78% |
$226K - $262K
|
72.6K
$9.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-3.12K- 37.91% |
$248K - $287K
|
5.11K
$676K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.16K- 30.89% |
$251K - $291K
|
7.08K
$936K
|
|
|
Jan 29, 2024
Q4 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-3.43K- 6.17% |
$272K - $315K
|
52.2K
$6.91M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-3.54K- 29.22% |
$281K - $325K
|
8.57K
$1.13M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.6K- 76.59% |
$285K - $331K
|
1.1K
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-4K- 20.58% |
$317K - $367K
|
15.4K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.25K- 4.04% |
$337K - $391K
|
101K
$13.4M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-4.31K- 91.72% |
$342K - $396K
|
389
$51.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-4.38K- 0.1% |
$347K - $402K
|
4.48M
$592M
|