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 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.91K+ 11.32% |
$134K - $157K
|
18.8K
$2.4M
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.86K+ 21.43% |
$131K - $153K
|
10.5K
$1.35M
|
|
Aug 01, 2023
Q2 2023
|
Ninepoint Partners LP
|
BUY
|
- |
1.86KNew |
$131K - $152K
|
1.86K
$238K
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
1.72K+ 0.33% |
$121K - $141K
|
520K
$66.5M
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.63K+ 30.57% |
$115K - $134K
|
6.98K
$893K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.6K+ 3.74% |
$113K - $131K
|
44.3K
$5.67M
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
1.57K+ 3.25% |
$111K - $129K
|
50K
$6.39M
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.57KNew |
$110K - $128K
|
1.57K
$201K
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
1.5K+ 3.84% |
$106K - $123K
|
40.5K
$5.19M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.49K+ 2.86% |
$105K - $122K
|
53.7K
$6.87M
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.46K+ 10.97% |
$103K - $120K
|
14.8K
$1.89M
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
1.43KNew |
$101K - $117K
|
1.43K
$183K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.41K+ 6.43% |
$99.4K - $116K
|
23.4K
$2.99M
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
1.38K+ 318.2% |
$97.2K - $113K
|
1.82K
$232K
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.38K+ 1.61% |
$96.9K - $113K
|
87.1K
$11.1M
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.37K+ 2.73% |
$96.3K - $112K
|
51.5K
$6.59M
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.36K+ 12.94% |
$95.6K - $111K
|
11.8K
$1.52M
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.31K+ 2.83% |
$91.8K - $107K
|
47.4K
$6.06M
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.23K+ 3.83% |
$86.2K - $100K
|
33.2K
$4.25M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.2K+ 0.4% |
$84.5K - $98.3K
|
300K
$38.4M
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.2K+ 1.43% |
$84.5K - $98.3K
|
85.3K
$10.9M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.16K+ 23.78% |
$81.9K - $95.3K
|
6.05K
$775K
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.14K+ 3.19% |
$80.1K - $93.3K
|
36.8K
$4.72M
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1.12K+ 0.24% |
$79K - $91.9K
|
477K
$61.1M
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.1K+ 5.03% |
$77.4K - $90.1K
|
22.9K
$2.94M
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.1K+ 5.74% |
$77.4K - $90.1K
|
20.3K
$2.59M
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.09K+ 44.7% |
$76.6K - $89.2K
|
3.52K
$451K
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.07K+ 7.4% |
$75.1K - $87.4K
|
15.5K
$1.98M
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.04K+ 21.95% |
$73.2K - $85.2K
|
5.78K
$740K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.03K+ 6.12% |
$72.4K - $84.3K
|
17.8K
$2.28M
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
983+ 10.29% |
$69.2K - $80.6K
|
10.5K
$1.35M
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
913+ 3.3% |
$64.3K - $74.8K
|
28.6K
$3.66M
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
897+ 91.72% |
$63.1K - $73.5K
|
1.88K
$240K
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
890+ 104.22% |
$62.6K - $72.9K
|
1.74K
$223K
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
853+ 1.07% |
$60K - $69.9K
|
80.5K
$10.3M
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
852+ 27.33% |
$60K - $69.8K
|
3.97K
$508K
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
830+ 12.5% |
$58.4K - $68K
|
7.47K
$956K
|
|
Jul 20, 2023
Q2 2023
|
Garland Capital Management Inc
|
BUY
|
- |
828+ 1.51% |
$58.3K - $67.9K
|
55.6K
$7.12M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
826+ 5.56% |
$58.1K - $67.7K
|
15.7K
$2.01M
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
749+ 14.23% |
$52.7K - $61.4K
|
6.01K
$770K
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
746+ 2.01% |
$52.5K - $61.1K
|
37.9K
$4.86M
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
737+ 23.28% |
$51.9K - $60.4K
|
3.9K
$500K
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
736+ 12.84% |
$51.8K - $60.3K
|
6.47K
$828K
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
722+ 10.82% |
$50.8K - $59.2K
|
7.4K
$947K
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
673+ 2.22% |
$47.4K - $55.2K
|
30.9K
$3.96M
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
660+ 1.83% |
$46.5K - $54.1K
|
36.7K
$4.7M
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
651+ 14.9% |
$45.8K - $53.3K
|
5.02K
$642K
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
623+ 18.21% |
$43.8K - $51.1K
|
4.04K
$518K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
622+ 9.57% |
$43.8K - $51K
|
7.12K
$912K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
620+ 21.75% |
$43.6K - $50.8K
|
3.47K
$444K
|