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 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
136+ 7.8% |
$9.57K - $11.1K
|
1.88K
$234K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
135+ 3.57% |
$9.5K - $11.1K
|
3.92K
$488K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
134New |
$9.43K - $11K
|
134
$16.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
134+ 1.34% |
$9.43K - $11K
|
10.1K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
132+ 4400.0% |
$9.29K - $10.8K
|
135
$16.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
132+ 2.05% |
$9.29K - $10.8K
|
6.56K
$817K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
130+ 1.12% |
$9.15K - $10.7K
|
11.7K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
125+ 2.6% |
$8.8K - $10.2K
|
4.94K
$615K
|
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
124+ 0.03% |
$8.73K - $10.2K
|
466K
$58.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
115+ 9.18% |
$8.09K - $9.42K
|
1.37K
$171K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
114New |
$8.02K - $9.34K
|
114
$14.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
111+ 7.77% |
$7.81K - $9.1K
|
1.54K
$192K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
110+ 2.73% |
$7.74K - $9.01K
|
4.14K
$516K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
106New |
$7.46K - $8.69K
|
106
$13.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
102+ 2.84% |
$7.18K - $8.36K
|
3.7K
$461K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
101+ 0.61% |
$7.11K - $8.28K
|
16.6K
$2.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100New |
$7.04K - $8.2K
|
100
$12.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
98+ 1.26% |
$6.9K - $8.03K
|
7.91K
$985K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
96+ 14.14% |
$6.76K - $7.87K
|
775
$96.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
81+ 7.09% |
$5.7K - $6.64K
|
1.22K
$153K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
77+ 23.48% |
$5.42K - $6.31K
|
405
$50.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
77+ 1.99% |
$5.42K - $6.31K
|
3.94K
$491K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
76+ 0.32% |
$5.35K - $6.23K
|
23.7K
$2.96M
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
73+ 1.44% |
$5.14K - $5.98K
|
5.15K
$641K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
72+ 5.74% |
$5.07K - $5.9K
|
1.33K
$165K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
66+ 1.31% |
$4.65K - $5.41K
|
5.1K
$636K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
63+ 0.23% |
$4.43K - $5.16K
|
27.3K
$3.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
59+ 5.06% |
$4.15K - $4.84K
|
1.23K
$153K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
59+ 1.54% |
$4.15K - $4.84K
|
3.89K
$485K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
57+ 1.77% |
$4.01K - $4.67K
|
3.27K
$408K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
57+ 1.61% |
$4.01K - $4.67K
|
3.6K
$448K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
54New |
$3.8K - $4.43K
|
54
$6.73K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
49+ 1.61% |
$3.45K - $4.02K
|
3.1K
$386K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
48+ 0.85% |
$3.38K - $3.93K
|
5.7K
$711K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
47+ 1.34% |
$3.31K - $3.85K
|
3.56K
$443K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
46+ 1.78% |
$3.24K - $3.77K
|
2.63K
$327K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
45+ 27.11% |
$3.17K - $3.69K
|
211
$26.3K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
44+ 68.75% |
$3.1K - $3.61K
|
108
$13.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
40+ 0.25% |
$2.82K - $3.28K
|
16.1K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
40New |
$2.82K - $3.28K
|
40
$4.99K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
39+ 0.82% |
$2.74K - $3.2K
|
4.81K
$600K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
36+ 0.44% |
$2.53K - $2.95K
|
8.25K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
35+ 3.6% |
$2.46K - $2.87K
|
1.01K
$126K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
35New |
$2.46K - $2.87K
|
35
$4.36K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
35+ 12.03% |
$2.46K - $2.87K
|
326
$40.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
33+ 0.71% |
$2.32K - $2.7K
|
4.69K
$585K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
31+ 1.51% |
$2.18K - $2.54K
|
2.08K
$259K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
31+ 0.63% |
$2.18K - $2.54K
|
4.96K
$618K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
31+ 0.37% |
$2.18K - $2.54K
|
8.52K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
30+ 3.23% |
$2.11K - $2.46K
|
959
$120K
|