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
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-17- 8.1% |
$1.2K - $1.39K
|
193
$28.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-17- 0.31% |
$1.2K - $1.39K
|
5.55K
$831K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-19- 0.1% |
$1.34K - $1.56K
|
19.6K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-19- 0.48% |
$1.34K - $1.56K
|
3.95K
$591K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.28% |
$1.41K - $1.64K
|
7.24K
$1.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-25- 0.63% |
$1.76K - $2.05K
|
3.95K
$592K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-26- 0.33% |
$1.83K - $2.13K
|
7.77K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-26- 0.06% |
$1.83K - $2.13K
|
40.1K
$6.01M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-27- 0.86% |
$1.9K - $2.21K
|
3.1K
$465K
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-27- 0.27% |
$1.9K - $2.21K
|
9.91K
$1.48M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-33- 18.54% |
$2.32K - $2.7K
|
145
$21.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-41- 0.47% |
$2.89K - $3.36K
|
8.68K
$1.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Windward Capital Management CO
|
SELL
|
- |
-41- 0.08% |
$2.89K - $3.36K
|
49.6K
$7.43M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-53- 5.15% |
$3.73K - $4.34K
|
977
$146K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-57- 28.79% |
$4.01K - $4.67K
|
141
$21.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-58- 0.2% |
$4.08K - $4.75K
|
28.6K
$4.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-62- 0.39% |
$4.36K - $5.08K
|
15.7K
$2.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-62- 8.06% |
$4.36K - $5.08K
|
707
$106K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-65- 86.67% |
$4.57K - $5.33K
|
10
$1.5K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-76- 0.46% |
$5.35K - $6.23K
|
16.5K
$2.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-79- 0.66% |
$5.56K - $6.47K
|
11.8K
$1.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-81- 1.5% |
$5.7K - $6.64K
|
5.32K
$797K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-91- 2.34% |
$6.4K - $7.46K
|
3.8K
$569K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-91- 6.91% |
$6.4K - $7.46K
|
1.23K
$184K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-96- 2.54% |
$6.76K - $7.87K
|
3.68K
$552K
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-98- 0.91% |
$6.9K - $8.03K
|
10.7K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-98- 25.39% |
$6.9K - $8.03K
|
288
$43.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-99- 9.82% |
$6.97K - $8.11K
|
909
$136K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-100- 20.53% |
$7.04K - $8.2K
|
387
$58K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-100- 1.02% |
$7.04K - $8.2K
|
9.71K
$1.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-100- 7.45% |
$7.04K - $8.2K
|
1.24K
$186K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 1.13% |
$7.04K - $8.2K
|
8.72K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-108- 0.54% |
$7.6K - $8.85K
|
19.8K
$2.96M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-112- 30.03% |
$7.88K - $9.18K
|
261
$39.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-115- 2.29% |
$8.09K - $9.42K
|
4.91K
$735K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-120- 15.33% |
$8.45K - $9.83K
|
663
$99.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-121- 6.29% |
$8.52K - $9.92K
|
1.8K
$270K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-144- 2.05% |
$10.1K - $11.8K
|
6.88K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-148- 20.19% |
$10.4K - $12.1K
|
585
$87.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-152- 3.97% |
$10.7K - $12.5K
|
3.67K
$550K
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
SELL
|
- |
-175- 3.15% |
$12.3K - $14.3K
|
5.37K
$805K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-178- 6.03% |
$12.5K - $14.6K
|
2.78K
$416K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-182- 0.46% |
$12.8K - $14.9K
|
39.2K
$5.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-200- 3.1% |
$14.1K - $16.4K
|
6.25K
$937K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-203- 0.3% |
$14.3K - $16.6K
|
68.5K
$10.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-215- 5.79% |
$15.1K - $17.6K
|
3.5K
$524K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-218- 2.68% |
$15.3K - $17.9K
|
7.91K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-220- 5.41% |
$15.5K - $18K
|
3.85K
$577K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-237- 2.84% |
$16.7K - $19.4K
|
8.11K
$1.22M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-240- 7.97% |
$16.9K - $19.7K
|
2.77K
$415K
|