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
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-90- 3.37% |
$5.92K - $7.02K
|
2.58K
$351K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-92- 7.45% |
$6.05K - $7.18K
|
1.14K
$155K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-92- 0.18% |
$6.05K - $7.18K
|
52.2K
$7.1M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-96- 2.41% |
$6.31K - $7.49K
|
3.89K
$529K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-98- 0.11% |
$6.44K - $7.65K
|
92.8K
$12.6M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-100- 1.77% |
$6.58K - $7.81K
|
5.56K
$757K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-103- 15.04% |
$6.77K - $8.04K
|
582
$79.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-105- 1.69% |
$6.9K - $8.2K
|
6.1K
$830K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-105- 1.81% |
$6.9K - $8.2K
|
5.68K
$773K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-107- 30.23% |
$7.04K - $8.35K
|
247
$33.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-113- 9.89% |
$7.43K - $8.82K
|
1.03K
$140K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-114- 18.57% |
$7.5K - $8.9K
|
500
$68K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-129- 9.81% |
$8.48K - $10.1K
|
1.19K
$161K
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-130- 1.49% |
$8.55K - $10.1K
|
8.59K
$1.17M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-131- 90.97% |
$8.61K - $10.2K
|
13
$1.77K
|
|
|
May 15, 2023
Q1 2023
|
Tcw Group Inc
|
SELL
|
- |
-139- 0.18% |
$9.14K - $10.8K
|
75.1K
$10.2M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-140- 2.98% |
$9.21K - $10.9K
|
4.56K
$621K
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Capital Management CO
|
SELL
|
- |
-144- 0.29% |
$9.47K - $11.2K
|
49.6K
$6.75M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-150- 3.65% |
$9.86K - $11.7K
|
3.96K
$539K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-150- 1.67% |
$9.86K - $11.7K
|
8.82K
$1.2M
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-158- 1.78% |
$10.4K - $12.3K
|
8.73K
$1.19M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-159- 18.97% |
$10.5K - $12.4K
|
679
$92.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-164- 0.73% |
$10.8K - $12.8K
|
22.3K
$3.04M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-170- 1.92% |
$11.2K - $13.3K
|
8.68K
$1.18M
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-171- 1.58% |
$11.2K - $13.3K
|
10.7K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-175- 4.12% |
$11.5K - $13.7K
|
4.07K
$553K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-175- 87.06% |
$11.5K - $13.7K
|
26
$3.54K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-178- 1.87% |
$11.7K - $13.9K
|
9.32K
$1.27M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-183- 0.2% |
$12K - $14.3K
|
91.9K
$12.5M
|
|
|
May 12, 2023
Q1 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-193- 1.57% |
$12.7K - $15.1K
|
12.1K
$1.64M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-199- 21.35% |
$13.1K - $15.5K
|
733
$99.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-200- 16.6% |
$13.2K - $15.6K
|
1.01K
$137K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-203- 2.36% |
$13.3K - $15.8K
|
8.38K
$1.14M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-215- 0.54% |
$14.1K - $16.8K
|
39.4K
$5.36M
|
|
|
May 12, 2023
Q1 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-225- 1.41% |
$14.8K - $17.6K
|
15.7K
$2.14M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-230- 0.98% |
$15.1K - $18K
|
23.2K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-233- 1.01% |
$15.3K - $18.2K
|
22.7K
$3.09M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-248- 2.22% |
$16.3K - $19.4K
|
10.9K
$1.49M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-252- 1.71% |
$16.6K - $19.7K
|
14.5K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-272- 2.52% |
$17.9K - $21.2K
|
10.5K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-285- 5.93% |
$18.7K - $22.2K
|
4.52K
$615K
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-287- 5.36% |
$18.9K - $22.4K
|
5.07K
$690K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-300- 66.67% |
$19.7K - $23.4K
|
150
$20.4K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-300Closed |
$19.7K - $23.4K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-300- 1.97% |
$19.7K - $23.4K
|
14.9K
$2.03M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-328- 6.49% |
$21.6K - $25.6K
|
4.73K
$643K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-336- 57.34% |
$22.1K - $26.2K
|
250
$34K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-341- 8.19% |
$22.4K - $26.6K
|
3.82K
$520K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-380- 6.58% |
$25K - $29.7K
|
5.4K
$734K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-399- 4.63% |
$26.2K - $31.1K
|
8.21K
$1.12M
|