Purchases and Sales Made in Q1 2023 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-399- 4.63% |
$26.2K - $31.1K
|
8.21K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-427- 5.0% |
$28.1K - $33.3K
|
8.11K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-449- 10.67% |
$29.5K - $35K
|
3.76K
$469K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-457- 27.32% |
$30.1K - $35.7K
|
1.22K
$152K
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-459- 10.85% |
$30.2K - $35.8K
|
3.77K
$470K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-469- 7.33% |
$30.8K - $36.6K
|
5.93K
$739K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-498- 35.5% |
$32.7K - $38.9K
|
905
$113K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-500- 6.19% |
$32.9K - $39K
|
7.58K
$944K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-503- 2.17% |
$33.1K - $39.3K
|
22.7K
$2.82M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-506- 1.26% |
$33.3K - $39.5K
|
39.6K
$4.94M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-519- 2.79% |
$34.1K - $40.5K
|
18.1K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-545- 3.8% |
$35.8K - $42.5K
|
13.8K
$1.72M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-545- 11.73% |
$35.8K - $42.5K
|
4.1K
$511K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-569- 7.56% |
$37.4K - $44.4K
|
6.96K
$867K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-575- 5.35% |
$37.8K - $44.9K
|
10.2K
$1.27M
|
|
|
Apr 25, 2023
Q1 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-576- 1.04% |
$37.9K - $45K
|
54.8K
$6.83M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-648- 14.86% |
$42.6K - $50.6K
|
3.71K
$463K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-667- 1.38% |
$43.9K - $52.1K
|
47.6K
$5.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-698- 1.13% |
$45.9K - $54.5K
|
61.1K
$7.61M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-698- 4.45% |
$45.9K - $54.5K
|
15K
$1.87M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 3.1% |
$46K - $54.6K
|
21.8K
$2.72M
|
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-711- 6.48% |
$46.8K - $55.5K
|
10.3K
$1.28M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-732- 0.79% |
$48.1K - $57.1K
|
91.6K
$11.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-740- 7.93% |
$48.7K - $57.8K
|
8.6K
$1.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-795- 2.8% |
$52.3K - $62K
|
27.6K
$3.44M
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-803- 11.11% |
$52.8K - $62.7K
|
6.43K
$801K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-818Closed |
$53.8K - $63.8K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-847- 13.69% |
$55.7K - $66.1K
|
5.34K
$666K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-875- 1.01% |
$57.5K - $68.3K
|
85.4K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-883- 5.45% |
$58.1K - $68.9K
|
15.3K
$1.91M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-899- 0.84% |
$59.1K - $70.2K
|
106K
$13.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-910- 4.02% |
$59.8K - $71K
|
21.7K
$2.71M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-919- 5.69% |
$60.4K - $71.7K
|
15.2K
$1.9M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-933- 0.76% |
$61.4K - $72.8K
|
122K
$15.3M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1K- 1.63% |
$65.8K - $78.1K
|
60.2K
$7.5M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1K- 4.99% |
$66K - $78.3K
|
19.1K
$2.38M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.03K- 2.23% |
$67.9K - $80.5K
|
45.2K
$5.64M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.04K- 45.36% |
$68.5K - $81.3K
|
1.26K
$156K
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.07K- 3.71% |
$70.3K - $83.4K
|
27.7K
$3.46M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-1.09K- 99.91% |
$71.6K - $85K
|
1
$125
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.14K- 26.72% |
$75K - $89K
|
3.13K
$390K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.15K- 16.45% |
$75.8K - $89.9K
|
5.85K
$729K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.21K- 4.08% |
$79.4K - $94.3K
|
28.4K
$3.54M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.21K- 11.79% |
$79.6K - $94.5K
|
9.06K
$1.13M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.22K- 55.59% |
$80.1K - $95.1K
|
973
$121K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.25K- 42.28% |
$82.3K - $97.6K
|
1.71K
$213K
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.26K- 28.4% |
$82.6K - $98K
|
3.17K
$395K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 16.5% |
$83.5K - $99.1K
|
6.43K
$801K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.3K- 18.76% |
$85.5K - $101K
|
5.63K
$702K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.35K- 8.72% |
$89K - $106K
|
14.2K
$1.77M
|