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 |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
588+ 19.4% |
$41.4K - $48.2K
|
3.62K
$463K
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
588+ 15.33% |
$41.4K - $48.2K
|
4.42K
$566K
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
504+ 15.0% |
$35.5K - $41.3K
|
3.86K
$495K
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
500+ 2.3% |
$35.2K - $41K
|
22.2K
$2.84M
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
499+ 9.99% |
$35.1K - $40.9K
|
5.49K
$703K
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
496+ 5.12% |
$34.9K - $40.6K
|
10.2K
$1.3M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
490+ 15.35% |
$34.5K - $40.2K
|
3.68K
$471K
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
486+ 6.0% |
$34.2K - $39.8K
|
8.58K
$1.1M
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
478+ 13.05% |
$33.6K - $39.2K
|
4.14K
$530K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
475+ 5.88% |
$33.4K - $38.9K
|
8.56K
$1.1M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
475+ 4.2% |
$33.4K - $38.9K
|
11.8K
$1.51M
|
|
Jul 17, 2023
Q2 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
408+ 1.29% |
$28.7K - $33.4K
|
32.1K
$4.11M
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
386+ 13.51% |
$27.2K - $31.6K
|
3.24K
$415K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
364New |
$25.6K - $29.8K
|
364
$46.6K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
357+ 20.9% |
$25.1K - $29.3K
|
2.07K
$264K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
357+ 20.9% |
$25.1K - $29.3K
|
2.07K
$264K
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
335+ 2.87% |
$23.6K - $27.5K
|
12K
$1.53M
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
319+ 2.99% |
$22.5K - $26.1K
|
11K
$1.41M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
317New |
$22.3K - $26K
|
317
$40.6K
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
315+ 5.54% |
$22.2K - $25.8K
|
6K
$768K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
310+ 1.82% |
$21.8K - $25.4K
|
17.3K
$2.22M
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
309+ 105.46% |
$21.7K - $25.3K
|
602
$77.1K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
300New |
$21.1K - $24.6K
|
300
$38.4K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
269+ 0.12% |
$18.9K - $22K
|
231K
$29.6M
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
267+ 12.49% |
$18.8K - $21.9K
|
2.41K
$308K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
261+ 3.75% |
$18.4K - $21.4K
|
7.22K
$924K
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
255+ 2.37% |
$17.9K - $20.9K
|
11K
$1.41M
|
|
Aug 09, 2023
Q2 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
252+ 0.33% |
$17.7K - $20.7K
|
76K
$9.72M
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
250+ 4.06% |
$17.6K - $20.5K
|
6.41K
$820K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
250New |
$17.6K - $20.5K
|
250
$32K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
245+ 2.1% |
$17.2K - $20.1K
|
11.9K
$1.52M
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
233+ 3.2% |
$16.4K - $19.1K
|
7.51K
$962K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
230+ 3.2% |
$16.2K - $18.8K
|
7.41K
$949K
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
211+ 7.33% |
$14.9K - $17.3K
|
3.09K
$396K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
195+ 11.26% |
$13.7K - $16K
|
1.93K
$247K
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
192+ 1.01% |
$13.5K - $15.7K
|
19.2K
$2.45M
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
192+ 0.51% |
$13.5K - $15.7K
|
37.9K
$4.85M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
190+ 27.98% |
$13.4K - $15.6K
|
869
$111K
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
159+ 1.03% |
$11.2K - $13K
|
15.6K
$2M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
154+ 10.36% |
$10.8K - $12.6K
|
1.64K
$210K
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
152+ 0.67% |
$10.7K - $12.5K
|
22.9K
$2.93M
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
150+ 3.48% |
$10.6K - $12.3K
|
4.46K
$571K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
150+ 2.46% |
$10.6K - $12.3K
|
6.25K
$800K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
145+ 2.5% |
$10.2K - $11.9K
|
5.95K
$762K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
144+ 2880.0% |
$10.1K - $11.8K
|
149
$19.1K
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
143+ 11.71% |
$10.1K - $11.7K
|
1.36K
$175K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
138New |
$9.71K - $11.3K
|
138
$17.7K
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
136+ 7.8% |
$9.57K - $11.1K
|
1.88K
$241K
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
135+ 3.57% |
$9.5K - $11.1K
|
3.92K
$501K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
134New |
$9.43K - $11K
|
134
$17.2K
|