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 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.24K- 2.26% |
$87.2K - $102K
|
53.6K
$7.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.27K- 12.66% |
$89.2K - $104K
|
8.74K
$1.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.33K- 7.36% |
$93.7K - $109K
|
16.8K
$2.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 1.92% |
$95.3K - $111K
|
69.3K
$9.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.41K- 11.37% |
$99.2K - $116K
|
11K
$1.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.44K- 15.79% |
$101K - $118K
|
7.68K
$1.05M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-1.48K- 2.43% |
$104K - $121K
|
59.6K
$8.17M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.53K- 3.86% |
$108K - $125K
|
38.1K
$5.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.61K- 34.07% |
$113K - $132K
|
3.12K
$427K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.71K- 3.89% |
$120K - $140K
|
42.2K
$5.78M
|
|
|
Jul 12, 2023
Q2 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-1.8K- 41.86% |
$127K - $148K
|
2.5K
$343K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.86K- 7.97% |
$131K - $152K
|
21.5K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.93K- 42.57% |
$135K - $158K
|
2.6K
$356K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.93K- 4.12% |
$136K - $158K
|
44.9K
$6.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.96K- 36.87% |
$138K - $161K
|
3.35K
$460K
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2K- 8.94% |
$141K - $164K
|
20.3K
$2.79M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.07K- 16.31% |
$145K - $169K
|
10.6K
$1.45M
|
|
|
Aug 09, 2023
Q2 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-2.07K- 0.23% |
$146K - $170K
|
909K
$125M
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-2.16K- 22.37% |
$152K - $177K
|
7.51K
$1.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-2.23K- 12.73% |
$157K - $183K
|
15.3K
$2.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-2.29K- 1.29% |
$161K - $188K
|
176K
$24.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-2.31K- 76.36% |
$163K - $189K
|
715
$98K
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.41K- 12.62% |
$170K - $198K
|
16.7K
$2.29M
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.45K- 0.46% |
$173K - $201K
|
526K
$72.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-2.47K- 10.88% |
$174K - $203K
|
20.3K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.57K- 10.36% |
$181K - $210K
|
22.2K
$3.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-2.75K- 41.59% |
$194K - $226K
|
3.87K
$530K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2.8K- 3.06% |
$197K - $229K
|
88.8K
$12.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.88K- 4.56% |
$203K - $236K
|
60.4K
$8.27M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.89K- 12.74% |
$203K - $236K
|
19.8K
$2.71M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.92K- 4.55% |
$205K - $239K
|
61.2K
$8.38M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.93K- 8.51% |
$206K - $240K
|
31.5K
$4.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.02K- 53.21% |
$212K - $247K
|
2.65K
$363K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.02K- 4.24% |
$213K - $248K
|
68.3K
$9.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-3.16K- 24.42% |
$222K - $259K
|
9.77K
$1.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-3.28K- 15.83% |
$231K - $268K
|
17.4K
$2.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.41K- 43.29% |
$240K - $279K
|
4.47K
$612K
|
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-3.41K- 9.7% |
$240K - $280K
|
31.8K
$4.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.53K- 26.04% |
$248K - $289K
|
10K
$1.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-3.56K- 7.3% |
$251K - $292K
|
45.3K
$6.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-3.62K- 0.35% |
$254K - $296K
|
1.04M
$143M
|
|
|
Jul 19, 2023
Q2 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-3.72K- 8.17% |
$262K - $305K
|
41.8K
$5.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.77K- 37.99% |
$265K - $309K
|
6.15K
$843K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4K- 9.42% |
$281K - $327K
|
38.4K
$5.26M
|
|
|
Jul 10, 2023
Q2 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-4.16K- 6.84% |
$293K - $341K
|
56.6K
$7.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.2K- 40.3% |
$295K - $344K
|
6.22K
$852K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcw Group Inc
|
SELL
|
- |
-4.55K- 6.07% |
$321K - $373K
|
70.5K
$9.66M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.6KClosed |
$324K - $377K
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-4.91K- 19.57% |
$346K - $403K
|
20.2K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.04K- 30.93% |
$355K - $413K
|
11.3K
$1.54M
|