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 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
588+ 32.4% |
$46.2K - $50.3K
|
2.4K
$351K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
584+ 14.71% |
$45.9K - $49.9K
|
4.55K
$666K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
580+ 6.81% |
$45.6K - $49.6K
|
9.1K
$1.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
572+ 5.61% |
$45K - $48.9K
|
10.8K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
550+ 1.49% |
$43.2K - $47K
|
37.4K
$5.47M
|
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
546+ 2.47% |
$42.9K - $46.7K
|
22.6K
$3.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
529+ 3.58% |
$41.6K - $45.2K
|
15.3K
$2.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
524New |
$41.2K - $44.8K
|
524
$76.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
515+ 0.86% |
$40.5K - $44K
|
60.4K
$8.84M
|
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
513+ 0.11% |
$40.3K - $43.8K
|
467K
$68.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
500+ 2083.33% |
$39.3K - $42.7K
|
524
$76.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
487+ 0.36% |
$38.3K - $41.6K
|
134K
$19.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
484+ 13.13% |
$38K - $41.4K
|
4.17K
$610K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
484+ 4.78% |
$38K - $41.4K
|
10.6K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
464+ 1.96% |
$36.5K - $39.7K
|
24.2K
$3.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
459+ 1.68% |
$36.1K - $39.2K
|
27.7K
$4.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
459New |
$36.1K - $39.2K
|
459
$67.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
454+ 7.96% |
$35.7K - $38.8K
|
6.16K
$900K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
453+ 11.21% |
$35.6K - $38.7K
|
4.49K
$657K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
451+ 3.82% |
$35.4K - $38.5K
|
12.2K
$1.79M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
445+ 15.84% |
$35K - $38K
|
3.25K
$476K
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
430+ 0.16% |
$33.8K - $36.8K
|
268K
$39.2M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
428+ 0.96% |
$33.6K - $36.6K
|
45.2K
$6.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
428+ 2.57% |
$33.6K - $36.6K
|
17.1K
$2.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
428+ 3.89% |
$33.6K - $36.6K
|
11.4K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
418+ 0.88% |
$32.9K - $35.7K
|
47.7K
$6.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
415+ 3.87% |
$32.6K - $35.5K
|
11.1K
$1.63M
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
BUY
|
- |
414+ 1.28% |
$32.5K - $35.4K
|
32.6K
$4.77M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
413+ 33.69% |
$32.5K - $35.3K
|
1.64K
$240K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
378+ 1.0% |
$29.7K - $32.3K
|
38.3K
$5.6M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
378+ 1.97% |
$29.7K - $32.3K
|
19.5K
$2.86M
|
|
|
Oct 16, 2023
Q3 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
343+ 3.51% |
$27K - $29.3K
|
10.1K
$1.48M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
324+ 5.21% |
$25.5K - $27.7K
|
6.54K
$956K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
324+ 1.82% |
$25.5K - $27.7K
|
18.2K
$2.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
323+ 0.81% |
$25.4K - $27.6K
|
40.3K
$5.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
304+ 9.37% |
$23.9K - $26K
|
3.55K
$519K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
300+ 1.4% |
$23.6K - $25.6K
|
21.8K
$3.18M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
296+ 2.39% |
$23.3K - $25.3K
|
12.7K
$1.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
290+ 7.17% |
$22.8K - $24.8K
|
4.33K
$634K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
283+ 48.38% |
$22.2K - $24.2K
|
868
$127K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
279+ 7.71% |
$21.9K - $23.8K
|
3.9K
$570K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
278+ 3.37% |
$21.9K - $23.8K
|
8.52K
$1.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
275+ 2.35% |
$21.6K - $23.5K
|
12K
$1.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
271+ 0.04% |
$21.3K - $23.2K
|
734K
$107M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
259+ 479.63% |
$20.4K - $22.1K
|
313
$45.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
249+ 7.05% |
$19.6K - $21.3K
|
3.78K
$552K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
247+ 4.65% |
$19.4K - $21.1K
|
5.56K
$813K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
234+ 0.07% |
$18.4K - $20K
|
313K
$45.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
234+ 0.07% |
$18.4K - $20K
|
313K
$45.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcw Group Inc
|
BUY
|
- |
226+ 0.32% |
$17.8K - $19.3K
|
70.8K
$10.3M
|