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 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
1.71K+ 4.13% |
$134K - $146K
|
43.1K
$5.37M
|
|
|
Oct 03, 2024
Q3 2023
|
Windward Capital Management CO
|
BUY
|
- |
1.64K+ 3.42% |
$129K - $140K
|
49.5K
$6.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.62K+ 10.36% |
$127K - $138K
|
17.2K
$2.15M
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.49K+ 3.85% |
$117K - $127K
|
40.2K
$5M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.47K+ 5.14% |
$116K - $126K
|
30.1K
$3.75M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.47K+ 77.93% |
$115K - $125K
|
3.35K
$417K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.46KNew |
$114K - $124K
|
1.46K
$181K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.4K+ 0.46% |
$110K - $120K
|
307K
$38.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.4K+ 4.56% |
$110K - $120K
|
32.1K
$4M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.37K+ 16.46% |
$108K - $117K
|
9.71K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.3K+ 129.07% |
$102K - $111K
|
2.31K
$288K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.23KNew |
$96.7K - $105K
|
1.23K
$153K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.22K+ 16.91% |
$95.9K - $104K
|
8.44K
$1.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.22K+ 11.55% |
$95.7K - $104K
|
11.8K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.18K+ 26.37% |
$92.6K - $101K
|
5.65K
$704K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
1.18K+ 14.05% |
$92.5K - $101K
|
9.55K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.16K+ 4.52% |
$90.9K - $98.8K
|
26.8K
$3.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.15K+ 125.9% |
$90.5K - $98.5K
|
2.07K
$258K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.14K+ 29.23% |
$89.7K - $97.5K
|
5.04K
$629K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.1KNew |
$86.7K - $94.3K
|
1.1K
$137K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.02K+ 0.67% |
$80.4K - $87.4K
|
154K
$19.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
959+ 11.04% |
$75.4K - $82K
|
9.64K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
950+ 14.69% |
$74.7K - $81.2K
|
7.42K
$925K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
949+ 34.75% |
$74.6K - $81.1K
|
3.68K
$459K
|
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
919+ 0.47% |
$72.2K - $78.5K
|
195K
$24.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
915+ 5.91% |
$71.9K - $78.2K
|
16.4K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
892New |
$70.1K - $76.2K
|
892
$111K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
873+ 2.83% |
$68.6K - $74.6K
|
31.7K
$3.95M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
873+ 7.92% |
$68.6K - $74.6K
|
11.9K
$1.48M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
858+ 10.24% |
$67.4K - $73.3K
|
9.24K
$1.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
844+ 11.85% |
$66.3K - $72.1K
|
7.97K
$993K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
843+ 4.49% |
$66.3K - $72.1K
|
19.6K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
800New |
$62.9K - $68.4K
|
800
$99.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
788+ 10.63% |
$61.9K - $67.4K
|
8.2K
$1.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
780+ 22.4% |
$61.3K - $66.7K
|
4.26K
$531K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
768+ 27.99% |
$60.4K - $65.6K
|
3.51K
$438K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
759+ 1.86% |
$59.7K - $64.9K
|
41.6K
$5.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
747New |
$58.7K - $63.8K
|
747
$93.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
742+ 0.39% |
$58.3K - $63.4K
|
192K
$24M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
741+ 35.64% |
$58.2K - $63.3K
|
2.82K
$351K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
727+ 1.82% |
$57.1K - $62.1K
|
40.7K
$5.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
727+ 16.35% |
$57.1K - $62.1K
|
5.17K
$645K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
720+ 10.47% |
$56.6K - $61.5K
|
7.6K
$947K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
696+ 4.44% |
$54.7K - $59.5K
|
16.4K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
676+ 2.89% |
$53.1K - $57.8K
|
24.1K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
670+ 141.95% |
$52.7K - $57.3K
|
1.14K
$142K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
633+ 22.27% |
$49.8K - $54.1K
|
3.48K
$433K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
615+ 9.38% |
$48.3K - $52.6K
|
7.17K
$894K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
605New |
$47.6K - $51.7K
|
605
$75.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
595+ 11.38% |
$46.8K - $50.9K
|
5.82K
$726K
|