Purchases and Sales Made in Q2 2023 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-252- 0.53% |
$17.7K - $20.7K
|
47.3K
$7.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-254- 6.14% |
$17.9K - $20.8K
|
3.88K
$591K
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-260- 3.35% |
$18.3K - $21.3K
|
7.5K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-268- 0.45% |
$18.9K - $22K
|
59.9K
$9.12M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-275- 3.01% |
$19.4K - $22.5K
|
8.85K
$1.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-280- 6.14% |
$19.7K - $22.9K
|
4.28K
$652K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-280- 30.14% |
$19.7K - $22.9K
|
649
$98.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-283- 5.63% |
$19.9K - $23.2K
|
4.74K
$722K
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-290- 1.05% |
$20.4K - $23.8K
|
27.4K
$4.18M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-332- 10.75% |
$23.4K - $27.2K
|
2.76K
$419K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-348- 1.34% |
$24.5K - $28.5K
|
25.6K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-355- 1.19% |
$25K - $29.1K
|
29.5K
$4.49M
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-355- 3.46% |
$25K - $29.1K
|
9.9K
$1.51M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-377- 2.52% |
$26.5K - $30.9K
|
14.6K
$2.22M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-397- 11.09% |
$27.9K - $32.5K
|
3.18K
$485K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-404- 2.78% |
$28.4K - $33.1K
|
14.1K
$2.15M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-404- 2.99% |
$28.4K - $33.1K
|
13.1K
$2M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-464- 1.7% |
$32.7K - $38K
|
26.8K
$4.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-493- 0.3% |
$34.7K - $40.4K
|
164K
$24.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-496- 2.69% |
$34.9K - $40.6K
|
18K
$2.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-500- 7.78% |
$35.2K - $41K
|
5.93K
$902K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-500- 3.26% |
$35.2K - $41K
|
14.8K
$2.26M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-524- 0.57% |
$36.9K - $42.9K
|
91.4K
$13.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-542- 5.98% |
$38.1K - $44.4K
|
8.52K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-555- 1.58% |
$39.1K - $45.5K
|
34.5K
$5.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-569- 13.87% |
$40K - $46.6K
|
3.53K
$538K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-585- 2.52% |
$41.2K - $47.9K
|
22.6K
$3.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-603- 16.04% |
$42.4K - $49.4K
|
3.16K
$481K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-646- 53.13% |
$45.5K - $52.9K
|
570
$86.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-667- 7.76% |
$46.9K - $54.7K
|
7.93K
$1.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-691- 2.69% |
$48.6K - $56.6K
|
25K
$3.81M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-697- 2.97% |
$49.1K - $57.1K
|
22.8K
$3.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-702- 5.08% |
$49.4K - $57.5K
|
13.1K
$2M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-734- 3.65% |
$51.7K - $60.2K
|
19.4K
$2.95M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-783- 0.07% |
$55.1K - $64.2K
|
1.15M
$175M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-799- 0.65% |
$56.2K - $65.5K
|
122K
$18.5M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-800- 40.77% |
$56.3K - $65.6K
|
1.16K
$177K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-813- 14.44% |
$57.2K - $66.6K
|
4.82K
$734K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-821- 24.81% |
$57.8K - $67.3K
|
2.49K
$379K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-836- 5.0% |
$58.8K - $68.5K
|
15.9K
$2.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-880- 4.99% |
$61.9K - $72.1K
|
16.8K
$2.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-897- 5.66% |
$63.1K - $73.5K
|
15K
$2.28M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-925- 3.35% |
$65.1K - $75.8K
|
26.7K
$4.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-948- 24.71% |
$66.7K - $77.7K
|
2.89K
$440K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-952- 16.06% |
$67K - $78K
|
4.97K
$757K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-965- 1.13% |
$67.9K - $79.1K
|
84.4K
$12.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-983- 2.89% |
$69.2K - $80.6K
|
33.1K
$5.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 17.87% |
$73.6K - $85.7K
|
4.81K
$732K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.07K- 20.94% |
$75.3K - $87.7K
|
4.04K
$615K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.09K- 23.59% |
$76.7K - $89.3K
|
3.53K
$537K
|