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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.66K+ 19.05% |
$680K - $791K
|
60.3K
$9.19M
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.31KNew |
$655K - $763K
|
9.31K
$1.42M
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
8.98KNew |
$632K - $736K
|
8.98K
$1.37M
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
8.92KNew |
$628K - $731K
|
8.92K
$1.36M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.46K+ 16.04% |
$596K - $693K
|
61.2K
$9.32M
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
8.34K+ 5.68% |
$587K - $684K
|
155K
$23.6M
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
8.28KNew |
$583K - $679K
|
8.28K
$1.26M
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
7.43K+ 22.69% |
$523K - $609K
|
40.2K
$6.12M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.35K+ 5.9% |
$517K - $602K
|
132K
$20.1M
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
7K+ 5.4% |
$493K - $574K
|
137K
$20.8M
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
6.96K+ 80.61% |
$490K - $571K
|
15.6K
$2.38M
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
6.67K+ 6.64% |
$469K - $546K
|
107K
$16.3M
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
6.58K+ 8.21% |
$463K - $539K
|
86.7K
$13.2M
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
6.32K+ 4.93% |
$445K - $518K
|
135K
$20.5M
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.21KNew |
$437K - $508K
|
6.21K
$945K
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
6KNew |
$422K - $492K
|
6K
$914K
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
5.71K+ 5.8% |
$402K - $468K
|
104K
$15.9M
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
5.63K+ 6.31% |
$396K - $461K
|
94.8K
$14.4M
|
|
Jul 18, 2023
Q2 2023
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
5.49K+ 3.22% |
$387K - $450K
|
176K
$26.8M
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.25KNew |
$370K - $430K
|
5.25K
$800K
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
5.21K+ 5.62% |
$367K - $427K
|
98K
$14.9M
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.12K+ 84.56% |
$360K - $420K
|
11.2K
$1.7M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.77K+ 3.17% |
$336K - $391K
|
156K
$23.7M
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
4.73KNew |
$333K - $388K
|
4.73K
$720K
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.36K+ 22.8% |
$307K - $357K
|
23.5K
$3.57M
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.3KNew |
$303K - $352K
|
4.3K
$655K
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.2K+ 3.44% |
$296K - $344K
|
126K
$19.2M
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.17KNew |
$293K - $342K
|
4.17K
$635K
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
4.16KNew |
$293K - $341K
|
4.16K
$634K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.08K+ 2.37% |
$287K - $334K
|
176K
$26.8M
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
3.95KNew |
$278K - $324K
|
3.95K
$602K
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
3.93KNew |
$276K - $322K
|
3.93K
$598K
|
|
Aug 14, 2023
Q2 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
3.9K+ 11.42% |
$274K - $320K
|
38.1K
$5.79M
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.63K+ 10.03% |
$256K - $298K
|
39.8K
$6.07M
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
3.59K+ 3.49% |
$253K - $294K
|
106K
$16.2M
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.59K+ 13.38% |
$252K - $294K
|
30.4K
$4.63M
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.55K+ 1.25% |
$250K - $291K
|
288K
$43.8M
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.5K+ 44.32% |
$246K - $287K
|
11.4K
$1.74M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
3.48KNew |
$245K - $285K
|
3.48K
$530K
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
3.48KNew |
$245K - $285K
|
3.48K
$530K
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.47KNew |
$244K - $284K
|
3.47K
$528K
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.35K+ 10.61% |
$236K - $275K
|
35K
$5.32M
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
3.33KNew |
$235K - $273K
|
3.33K
$507K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.24K+ 20.91% |
$228K - $266K
|
18.7K
$2.85M
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
3.23K+ 6.5% |
$227K - $265K
|
52.9K
$8.05M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.19KNew |
$225K - $262K
|
3.19K
$486K
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.19K+ 5.72% |
$224K - $261K
|
58.9K
$8.96M
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
3.15KNew |
$221K - $258K
|
3.15K
$479K
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
3.12KNew |
$220K - $256K
|
3.12K
$475K
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.11K+ 8.25% |
$219K - $255K
|
40.8K
$6.22M
|