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
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.22K+ 1.44% |
$176K - $204K
|
156K
$20.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.2KNew |
$174K - $202K
|
2.2K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.16K+ 8.86% |
$171K - $198K
|
26.5K
$3.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.11K+ 171.28% |
$167K - $193K
|
3.33K
$437K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.09K+ 24.77% |
$166K - $192K
|
10.5K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
2.08K+ 5.57% |
$165K - $191K
|
39.5K
$5.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
2.04K+ 18.99% |
$162K - $188K
|
12.8K
$1.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.01K+ 13.1% |
$159K - $184K
|
17.3K
$2.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.94K+ 1.97% |
$154K - $178K
|
100K
$13.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
1.93K+ 51.1% |
$153K - $178K
|
5.72K
$750K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.79KNew |
$142K - $165K
|
1.79K
$235K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.71K+ 10.43% |
$136K - $157K
|
18.1K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.66K+ 40.01% |
$131K - $152K
|
5.8K
$760K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.65K+ 4.33% |
$131K - $151K
|
39.6K
$5.2M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.65KNew |
$130K - $151K
|
1.65K
$216K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.55K+ 8.54% |
$123K - $143K
|
19.7K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.55K+ 3.53% |
$123K - $142K
|
45.5K
$5.97M
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
1.54K+ 0.33% |
$122K - $141K
|
469K
$61.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.5K+ 91.7% |
$119K - $138K
|
3.14K
$412K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.46K+ 1.31% |
$116K - $134K
|
113K
$14.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.46K+ 55.02% |
$116K - $134K
|
4.11K
$539K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.43K+ 38.34% |
$113K - $131K
|
5.16K
$677K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.4K+ 4.36% |
$111K - $129K
|
33.5K
$4.39M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.38K+ 17.61% |
$109K - $126K
|
9.19K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.37K+ 3.64% |
$109K - $126K
|
39K
$5.11M
|
|
|
Jan 17, 2024
Q4 2023
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
1.32K+ 0.71% |
$104K - $121K
|
187K
$24.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
1.24K+ 9.02% |
$98.7K - $114K
|
15K
$1.97M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.24K+ 11.52% |
$98.3K - $114K
|
12K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.16K+ 2.97% |
$92.3K - $107K
|
40.4K
$5.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.15K+ 12.69% |
$91.5K - $106K
|
10.3K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.15K+ 6.99% |
$90.8K - $105K
|
17.5K
$2.3M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.11KNew |
$88.2K - $102K
|
1.11K
$146K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.11K+ 3.32% |
$87.9K - $102K
|
34.5K
$4.52M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.05KNew |
$83.5K - $96.7K
|
1.05K
$138K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
1.04K+ 21.41% |
$82.8K - $95.9K
|
5.92K
$776K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.03K+ 3.19% |
$81.3K - $94.2K
|
33.2K
$4.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1K+ 16.59% |
$79.6K - $92.2K
|
7.06K
$925K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
951+ 6.83% |
$75.4K - $87.4K
|
14.9K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
918+ 3.05% |
$72.8K - $84.3K
|
31K
$4.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
910+ 25.4% |
$72.2K - $83.6K
|
4.49K
$589K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
910+ 22.86% |
$72.2K - $83.6K
|
4.89K
$641K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
890New |
$70.6K - $81.8K
|
890
$117K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
861+ 6.66% |
$68.3K - $79.1K
|
13.8K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
857+ 75.04% |
$68K - $78.7K
|
2K
$262K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
829+ 11.62% |
$65.7K - $76.2K
|
7.96K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
800+ 6.72% |
$63.4K - $73.5K
|
12.7K
$1.67M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
798+ 20.46% |
$63.3K - $73.3K
|
4.7K
$616K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
786New |
$62.3K - $72.2K
|
786
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
786+ 7.96% |
$62.3K - $72.2K
|
10.7K
$1.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
785+ 23.09% |
$62.3K - $72.1K
|
4.19K
$549K
|