Purchases and Sales Made in Q3 2023 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-99- 1.25% |
$7.78K - $8.46K
|
7.81K
$1.19M
|
|
|
Oct 30, 2023
Q3 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-99- 2.28% |
$7.78K - $8.46K
|
4.24K
$645K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 0.69% |
$7.86K - $8.55K
|
14.5K
$2.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-100- 1.16% |
$7.86K - $8.55K
|
8.5K
$1.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-100- 0.76% |
$7.86K - $8.55K
|
13K
$1.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-100- 1.6% |
$7.86K - $8.55K
|
6.15K
$936K
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 1.15% |
$7.86K - $8.55K
|
8.62K
$1.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-100- 2.32% |
$7.86K - $8.55K
|
4.21K
$640K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-101- 1.37% |
$7.94K - $8.63K
|
7.25K
$1.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-101- 1.75% |
$7.94K - $8.63K
|
5.68K
$864K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-109- 1.07% |
$8.57K - $9.32K
|
10.1K
$1.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-125- 34.34% |
$9.83K - $10.7K
|
239
$36.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-130- 56.52% |
$10.2K - $11.1K
|
100
$15.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Windward Capital Management CO
|
SELL
|
- |
-130- 0.26% |
$10.2K - $11.1K
|
49.5K
$7.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-134- 5.0% |
$10.5K - $11.5K
|
2.55K
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-135- 0.86% |
$10.6K - $11.5K
|
15.5K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-145- 9.87% |
$11.4K - $12.4K
|
1.32K
$202K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-150- 3.8% |
$11.8K - $12.8K
|
3.8K
$579K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-150- 21.22% |
$11.8K - $12.8K
|
557
$84.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-152- 3.88% |
$11.9K - $13K
|
3.77K
$573K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-161- 6.06% |
$12.7K - $13.8K
|
2.5K
$380K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-161- 10.45% |
$12.7K - $13.8K
|
1.38K
$210K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-169- 1.13% |
$13.3K - $14.4K
|
14.8K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-170- 1.51% |
$13.4K - $14.5K
|
11.1K
$1.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-181- 0.68% |
$14.2K - $15.5K
|
26.6K
$4.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-185- 0.81% |
$14.5K - $15.8K
|
22.7K
$3.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-185- 3.12% |
$14.5K - $15.8K
|
5.74K
$874K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-187- 1.53% |
$14.7K - $16K
|
12.1K
$1.84M
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-199- 1.19% |
$15.6K - $17K
|
16.5K
$2.51M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-200- 1.42% |
$15.7K - $17.1K
|
13.9K
$2.12M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-200- 6.47% |
$15.7K - $17.1K
|
2.89K
$440K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-200- 2.26% |
$15.7K - $17.1K
|
8.65K
$1.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
SELL
|
- |
-203- 3.78% |
$16K - $17.4K
|
5.17K
$787K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-213- 1.56% |
$16.7K - $18.2K
|
13.5K
$2.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-223- 1.46% |
$17.5K - $19.1K
|
15.1K
$2.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-240- 22.02% |
$18.9K - $20.5K
|
850
$129K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-241- 6.11% |
$18.9K - $20.6K
|
3.7K
$564K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-250- 3.8% |
$19.7K - $21.4K
|
6.33K
$963K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-256- 6.75% |
$20.1K - $21.9K
|
3.54K
$539K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-260- 1.28% |
$20.4K - $22.2K
|
20.1K
$3.06M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-270- 3.73% |
$21.2K - $23.1K
|
6.97K
$1.06M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-272- 8.52% |
$21.4K - $23.2K
|
2.92K
$444K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-274- 20.56% |
$21.5K - $23.4K
|
1.06K
$161K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-281- 0.3% |
$22.1K - $24K
|
94.5K
$14.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-288- 8.18% |
$22.6K - $24.6K
|
3.23K
$492K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-289- 1.46% |
$22.7K - $24.7K
|
19.5K
$2.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-289- 1.54% |
$22.7K - $24.7K
|
18.5K
$2.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-293- 1.6% |
$23K - $25K
|
18K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-320- 1.15% |
$25.2K - $27.4K
|
27.5K
$4.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-326- 16.92% |
$25.6K - $27.9K
|
1.6K
$244K
|