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
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.04K+ 28.31% |
$214K - $249K
|
13.8K
$2.07M
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
3.04KNew |
$214K - $249K
|
3.04K
$456K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
3.04KNew |
$214K - $249K
|
3.04K
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.02KNew |
$212K - $247K
|
3.02K
$452K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.97K+ 55.44% |
$209K - $244K
|
8.33K
$1.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.96KNew |
$208K - $243K
|
2.96K
$444K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.93K+ 31.45% |
$206K - $240K
|
12.3K
$1.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
2.92KNew |
$206K - $240K
|
2.92K
$438K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.88KNew |
$202K - $236K
|
2.88K
$431K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.87K+ 83.87% |
$202K - $235K
|
6.29K
$943K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.84KNew |
$200K - $233K
|
2.84K
$426K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.83KNew |
$199K - $232K
|
2.83K
$425K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.81KNew |
$198K - $230K
|
2.81K
$421K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.8K+ 9.86% |
$197K - $229K
|
31.2K
$4.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.78KNew |
$196K - $228K
|
2.78K
$417K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.74KNew |
$193K - $225K
|
2.74K
$411K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.73KNew |
$192K - $224K
|
2.73K
$409K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.73KNew |
$192K - $224K
|
2.73K
$409K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.71KNew |
$191K - $222K
|
2.71K
$406K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
2.68KNew |
$189K - $220K
|
2.68K
$402K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.68KNew |
$189K - $220K
|
2.68K
$402K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
2.68K+ 6.37% |
$189K - $220K
|
44.8K
$6.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.68K+ 27.55% |
$188K - $219K
|
12.4K
$1.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.67KNew |
$188K - $219K
|
2.67K
$400K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.66KNew |
$187K - $218K
|
2.66K
$398K
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
2.65KNew |
$186K - $217K
|
2.65K
$396K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.64KNew |
$186K - $216K
|
2.64K
$395K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.64KNew |
$186K - $216K
|
2.64K
$395K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.63K+ 13.05% |
$185K - $216K
|
22.8K
$3.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.63K+ 5.07% |
$185K - $215K
|
54.5K
$8.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.61KNew |
$183K - $214K
|
2.61K
$390K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.6K+ 6.96% |
$183K - $213K
|
40K
$5.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.6KNew |
$183K - $213K
|
2.6K
$390K
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.58KNew |
$182K - $212K
|
2.58K
$387K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.58KNew |
$181K - $211K
|
2.58K
$386K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.57K+ 9.52% |
$181K - $210K
|
29.5K
$4.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.56KNew |
$180K - $209K
|
2.56K
$383K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.55KNew |
$179K - $209K
|
2.55K
$382K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
2.54K+ 4.26% |
$179K - $208K
|
62.1K
$9.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.52KNew |
$177K - $207K
|
2.52K
$378K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
2.49KNew |
$175K - $204K
|
2.49K
$374K
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.49KNew |
$175K - $204K
|
2.49K
$373K
|
|
|
Jul 18, 2023
Q2 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
2.41K+ 40.59% |
$170K - $198K
|
8.36K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
2.4K+ 3.91% |
$169K - $197K
|
63.8K
$9.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.39K+ 38.89% |
$168K - $196K
|
8.52K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.35K+ 60.71% |
$166K - $193K
|
6.23K
$933K
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.33K+ 1.78% |
$164K - $191K
|
133K
$20M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.3K+ 2.02% |
$162K - $188K
|
116K
$17.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
2.22K+ 6.09% |
$156K - $182K
|
38.7K
$5.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.13K+ 68.65% |
$150K - $174K
|
5.23K
$783K
|