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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.26K- 28.4% |
$82.6K - $98K
|
3.17K
$482K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 16.5% |
$83.5K - $99.1K
|
6.43K
$978K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.3K- 18.76% |
$85.5K - $101K
|
5.63K
$857K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.35K- 8.72% |
$89K - $106K
|
14.2K
$2.16M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.37K- 1.57% |
$89.9K - $107K
|
85.7K
$13M
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
SELL
|
- |
-1.43K- 20.46% |
$93.8K - $111K
|
5.55K
$845K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.44K- 5.31% |
$94.9K - $113K
|
25.7K
$3.92M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.46K- 1.18% |
$96.1K - $114K
|
122K
$18.6M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.54K- 76.89% |
$101K - $120K
|
462
$70.3K
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.57K- 4.28% |
$103K - $122K
|
35.1K
$5.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-1.62K- 8.82% |
$106K - $126K
|
16.7K
$2.55M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.68K- 16.24% |
$110K - $131K
|
8.64K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
SELL
|
- |
-1.87K- 0.28% |
$123K - $146K
|
655K
$99.7M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.98K- 3.03% |
$130K - $154K
|
63.3K
$9.63M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-2K- 5.26% |
$132K - $156K
|
36.1K
$5.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.11K- 0.7% |
$139K - $165K
|
299K
$45.5M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.18K- 36.58% |
$143K - $170K
|
3.78K
$575K
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-2.2K- 3.18% |
$145K - $172K
|
67K
$10.2M
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-2.24K- 23.56% |
$148K - $175K
|
7.28K
$1.11M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.43K- 13.29% |
$160K - $190K
|
15.8K
$2.41M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3K- 2.56% |
$197K - $234K
|
114K
$17.3M
|
|
|
May 15, 2023
Q1 2023
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-3.03K- 0.7% |
$199K - $236K
|
429K
$65.3M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.14K- 2.9% |
$206K - $245K
|
105K
$16M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.22K- 3.84% |
$212K - $251K
|
80.5K
$12.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.25K- 57.0% |
$214K - $254K
|
2.46K
$374K
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-3.37K- 21.38% |
$222K - $263K
|
12.4K
$1.89M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.74K- 5.52% |
$246K - $292K
|
64.1K
$9.76M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.77K- 20.12% |
$248K - $294K
|
15K
$2.28M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.84K- 4.13% |
$253K - $300K
|
89.2K
$13.6M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.85K- 20.18% |
$253K - $300K
|
15.2K
$2.32M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-4.41K- 3.25% |
$290K - $344K
|
131K
$20M
|
|
|
Apr 27, 2023
Q1 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-4.53K- 7.46% |
$298K - $354K
|
56.2K
$8.56M
|
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-4.78K- 1.86% |
$315K - $373K
|
252K
$38.3M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-5.02K- 1.63% |
$330K - $392K
|
302K
$46M
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.18K- 18.06% |
$340K - $404K
|
23.5K
$3.58M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-5.36K- 10.05% |
$353K - $419K
|
48K
$7.3M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.41K- 17.93% |
$356K - $422K
|
24.8K
$3.77M
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-5.49K- 2.91% |
$361K - $429K
|
183K
$27.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-5.66KClosed |
$372K - $441K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-5.72K- 36.54% |
$376K - $446K
|
9.93K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.07K- 49.17% |
$399K - $474K
|
6.28K
$956K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-6.25K- 14.91% |
$411K - $488K
|
35.7K
$5.44M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.44K- 62.44% |
$423K - $503K
|
3.87K
$590K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-6.61K- 14.57% |
$434K - $516K
|
38.7K
$5.9M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6.65K- 98.84% |
$438K - $519K
|
78
$11.9K
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-6.89K- 1.59% |
$453K - $538K
|
427K
$65.1M
|
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-7.21K- 38.93% |
$474K - $562K
|
11.3K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7.23K- 42.61% |
$476K - $565K
|
9.74K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-7.57K- 43.92% |
$498K - $591K
|
9.67K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-7.7K- 15.63% |
$506K - $601K
|
41.5K
$6.33M
|