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 04, 2023
Q2 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-4.91K- 19.57% |
$346K - $403K
|
20.2K
$2.52M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.04K- 30.93% |
$355K - $413K
|
11.3K
$1.4M
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-5.08K- 25.97% |
$358K - $416K
|
14.5K
$1.81M
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.16K- 47.91% |
$363K - $422K
|
5.6K
$698K
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-5.19K- 0.7% |
$365K - $425K
|
734K
$91.4M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.35K- 14.04% |
$447K - $520K
|
38.9K
$4.85M
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.36K- 37.57% |
$447K - $521K
|
10.6K
$1.32M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.56K- 16.03% |
$462K - $538K
|
34.4K
$4.28M
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-6.62K- 13.8% |
$466K - $543K
|
41.3K
$5.15M
|
|
Aug 11, 2023
Q2 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-6.66K- 1.56% |
$469K - $546K
|
420K
$52.3M
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-6.7K- 1.87% |
$472K - $549K
|
352K
$43.8M
|
|
Aug 11, 2023
Q2 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-6.74K- 55.87% |
$475K - $553K
|
5.33K
$664K
|
|
Aug 10, 2023
Q2 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-7.04K- 14.75% |
$495K - $577K
|
40.7K
$5.07M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.98K- 56.18% |
$562K - $654K
|
6.23K
$776K
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-8.07K- 7.67% |
$568K - $661K
|
97.2K
$12.1M
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-8.83K- 6.74% |
$621K - $724K
|
122K
$15.2M
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-8.9K- 99.96% |
$627K - $730K
|
4
$499
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-8.98K- 18.21% |
$632K - $736K
|
40.3K
$5.02M
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-9.37K- 4.67% |
$659K - $768K
|
191K
$23.9M
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.6K- 7.53% |
$675K - $786K
|
118K
$14.7M
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-10.1K- 8.69% |
$713K - $830K
|
106K
$13.3M
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-10.3K- 4.17% |
$726K - $845K
|
237K
$29.5M
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-10.9K- 28.13% |
$767K - $893K
|
27.8K
$3.47M
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-11.5K- 77.35% |
$812K - $946K
|
3.38K
$421K
|
|
Aug 10, 2023
Q2 2023
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-12.3K- 8.74% |
$864K - $1.01M
|
128K
$16M
|
|
Aug 02, 2023
Q2 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-12.3K- 19.74% |
$866K - $1.01M
|
50K
$6.24M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.6K- 9.72% |
$888K - $1.03M
|
117K
$14.6M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.1K- 8.44% |
$994K - $1.16M
|
153K
$19.1M
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-14.2K- 1.63% |
$1M - $1.17M
|
856K
$107M
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-15K- 25.68% |
$1.06M - $1.23M
|
43.4K
$5.41M
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-15K- 6.75% |
$1.06M - $1.23M
|
207K
$25.8M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.4K- 1.76% |
$1.08M - $1.26M
|
860K
$107M
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
SELL
|
- |
-17.9K- 60.54% |
$1.26M - $1.47M
|
11.7K
$1.46M
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-18.3K- 6.05% |
$1.29M - $1.5M
|
284K
$35.4M
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-18.5K- 28.02% |
$1.3M - $1.52M
|
47.6K
$5.94M
|
|
Aug 14, 2023
Q2 2023
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-18.9K- 4.41% |
$1.33M - $1.55M
|
410K
$51.1M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-20.2K- 33.56% |
$1.42M - $1.66M
|
40K
$4.98M
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-22K- 0.36% |
$1.55M - $1.81M
|
6.07M
$756M
|
|
Aug 08, 2023
Q2 2023
|
Presima Inc.
|
SELL
|
- |
-23.2K- 8.07% |
$1.63M - $1.9M
|
264K
$32.9M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.4K- 6.24% |
$1.65M - $1.92M
|
351K
$43.8M
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-24.4K- 6.44% |
$1.72M - $2M
|
354K
$44.1M
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.2K- 19.11% |
$1.78M - $2.07M
|
107K
$13.3M
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-31.2K- 7.3% |
$2.2M - $2.56M
|
396K
$49.4M
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-32.5K- 1.68% |
$2.28M - $2.66M
|
1.9M
$237M
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-32.5K- 0.31% |
$2.29M - $2.66M
|
10.3M
$1.29B
|
|
Aug 08, 2023
Q2 2023
|
Candriam S.C.A.
|
SELL
|
- |
-33.8K- 43.05% |
$2.38M - $2.77M
|
44.7K
$5.57M
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-34.9K- 7.31% |
$2.46M - $2.86M
|
443K
$55.2M
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-36.1K- 70.5% |
$2.54M - $2.96M
|
15.1K
$1.88M
|
|
Aug 14, 2023
Q2 2023
|
Adelante Capital Management LLC
Alameda, CA |
SELL
|
- |
-36.9K- 3.1% |
$2.6M - $3.02M
|
1.16M
$144M
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-38.1K- 54.15% |
$2.68M - $3.12M
|
32.2K
$4.02M
|