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 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
108+ 2.85% |
$7.1K - $8.43K
|
3.9K
$486K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
102+ 4.37% |
$6.71K - $7.96K
|
2.43K
$303K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100New |
$6.58K - $7.81K
|
100
$12.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
100+ 8.05% |
$6.58K - $7.81K
|
1.34K
$167K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
87New |
$5.72K - $6.79K
|
87
$10.8K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
85+ 8.99% |
$5.59K - $6.63K
|
1.03K
$128K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
83+ 4.44% |
$5.46K - $6.48K
|
1.95K
$243K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
80+ 1.87% |
$5.26K - $6.24K
|
4.37K
$544K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
75New |
$4.93K - $5.85K
|
75
$9.35K
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
74+ 1.43% |
$4.87K - $5.78K
|
5.27K
$656K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
69+ 4.4% |
$4.54K - $5.39K
|
1.64K
$204K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
65+ 110.17% |
$4.27K - $5.07K
|
124
$15.5K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
64New |
$4.21K - $5K
|
64
$7.98K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
54+ 0.41% |
$3.55K - $4.21K
|
13.3K
$1.66M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
54+ 1350.0% |
$3.55K - $4.21K
|
58
$7.23K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
53+ 17.79% |
$3.49K - $4.14K
|
351
$43.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
52+ 2.61% |
$3.42K - $4.06K
|
2.05K
$255K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
52+ 0.03% |
$3.42K - $4.06K
|
178K
$22.2M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
50+ 1.17% |
$3.29K - $3.9K
|
4.31K
$537K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
42+ 0.28% |
$2.76K - $3.28K
|
14.9K
$1.85M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
40+ 23.67% |
$2.63K - $3.12K
|
209
$26K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
38+ 4.18% |
$2.5K - $2.97K
|
948
$118K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
36+ 1.58% |
$2.37K - $2.81K
|
2.32K
$289K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
35New |
$2.3K - $2.73K
|
35
$4.36K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34+ 7.94% |
$2.24K - $2.65K
|
462
$57.6K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
34+ 0.44% |
$2.24K - $2.65K
|
7.8K
$972K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
32+ 2.62% |
$2.1K - $2.5K
|
1.26K
$156K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 2.55% |
$1.97K - $2.34K
|
1.21K
$151K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
28+ 1.79% |
$1.84K - $2.19K
|
1.6K
$199K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
21+ 0.42% |
$1.38K - $1.64K
|
5.03K
$627K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
20+ 0.52% |
$1.32K - $1.56K
|
3.84K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.18K - $1.4K
|
18
$2.24K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
17+ 17.0% |
$1.12K - $1.33K
|
117
$14.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17New |
$1.12K - $1.33K
|
17
$2.12K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
16+ 0.46% |
$1.05K - $1.25K
|
3.51K
$438K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
16+ 0.31% |
$1.05K - $1.25K
|
5.15K
$642K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
16+ 1.09% |
$1.05K - $1.25K
|
1.49K
$185K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11+ 23.91% |
$723 - $859
|
57
$7.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 7.04% |
$658 - $781
|
152
$18.9K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
9+ 100.0% |
$592 - $702
|
18
$2.24K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
9+ 0.08% |
$592 - $702
|
10.8K
$1.34M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
9+ 0.82% |
$592 - $702
|
1.11K
$138K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7+ 0.23% |
$460 - $546
|
3.05K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 31.82% |
$460 - $546
|
29
$3.61K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
7New |
$460 - $546
|
7
$872
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5New |
$329 - $390
|
5
$623
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5+ 100.0% |
$329 - $390
|
10
$1.25K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
5+ 0.05% |
$329 - $390
|
10.8K
$1.34M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5+ 0.11% |
$329 - $390
|
4.76K
$593K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.92% |
$197 - $234
|
328
$40.9K
|