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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
10.2K+ 22.48% |
$800K - $869K
|
55.4K
$6.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
10.1K+ 5.49% |
$790K - $859K
|
193K
$24.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
9.02K+ 5.12% |
$709K - $771K
|
185K
$23.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
8.89KNew |
$699K - $760K
|
8.89K
$1.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
8.86K+ 2.24% |
$696K - $757K
|
405K
$50.5M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.8K+ 19.86% |
$692K - $752K
|
53.1K
$6.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
8.66K+ 4.93% |
$680K - $740K
|
184K
$23M
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.55K+ 162.81% |
$672K - $731K
|
13.8K
$1.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
8.5K+ 6.99% |
$668K - $726K
|
130K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
8.45K+ 76.91% |
$664K - $722K
|
19.4K
$2.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
8.24KNew |
$647K - $704K
|
8.24K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.11K+ 8.34% |
$637K - $693K
|
105K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
8.07K+ 0.77% |
$634K - $689K
|
1.05M
$131M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.98K+ 128.2% |
$627K - $682K
|
14.2K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
7.84KNew |
$616K - $670K
|
7.84K
$977K
|
|
|
Nov 13, 2023
Q3 2023
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
7.57K+ 5.9% |
$595K - $647K
|
136K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
7.32K+ 5.44% |
$576K - $626K
|
142K
$17.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.23K+ 5.16% |
$568K - $618K
|
147K
$18.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
7.03K+ 17.5% |
$552K - $601K
|
47.2K
$5.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
6.88K+ 6.43% |
$541K - $588K
|
114K
$14.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.79KNew |
$534K - $581K
|
6.79K
$847K
|
|
|
Nov 13, 2023
Q3 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
6.63K+ 167.79% |
$521K - $567K
|
10.6K
$1.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6.2K+ 11.57% |
$487K - $530K
|
59.8K
$7.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.17K+ 44.79% |
$485K - $528K
|
20K
$2.49M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
6KNew |
$472K - $513K
|
6K
$748K
|
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
5.99K+ 5.67% |
$471K - $512K
|
112K
$13.9M
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.92K+ 4.85% |
$465K - $506K
|
128K
$15.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.66KNew |
$445K - $484K
|
5.66K
$706K
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
5.65K+ 1.96% |
$444K - $483K
|
293K
$36.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.62K+ 26.4% |
$442K - $481K
|
26.9K
$3.36M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
5.5K+ 4.02% |
$432K - $470K
|
142K
$17.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.49K+ 4.66% |
$432K - $469K
|
123K
$15.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
5.28K+ 29.37% |
$415K - $451K
|
23.3K
$2.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.21KNew |
$409K - $445K
|
5.21K
$649K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.14K+ 7.51% |
$404K - $439K
|
73.6K
$9.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
5.14KNew |
$404K - $439K
|
5.14K
$640K
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
5.06K+ 9.57% |
$398K - $433K
|
58K
$7.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.97K+ 25.62% |
$390K - $424K
|
24.4K
$3.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
4.94K+ 89.92% |
$388K - $422K
|
10.4K
$1.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
4.88KNew |
$383K - $417K
|
4.88K
$608K
|
|
|
Sep 30, 2024
Q3 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.85K+ 141.23% |
$382K - $415K
|
8.29K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.8K+ 14.47% |
$378K - $411K
|
38K
$4.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.49KNew |
$353K - $384K
|
4.49K
$560K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
4.49K+ 33.16% |
$353K - $384K
|
18K
$2.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
4.44K+ 8.22% |
$349K - $379K
|
58.4K
$7.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
4.43KNew |
$348K - $379K
|
4.43K
$553K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.41KNew |
$347K - $377K
|
4.41K
$550K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
4.2K+ 6.77% |
$330K - $359K
|
66.3K
$8.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.18KNew |
$328K - $357K
|
4.18K
$521K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.09KNew |
$321K - $350K
|
4.09K
$510K
|