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 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
38+ 1.28% |
$2.99K - $3.25K
|
3K
$457K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
34+ 24.46% |
$2.67K - $2.91K
|
173
$26.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
34+ 0.42% |
$2.67K - $2.91K
|
8.14K
$1.24M
|
|
|
Oct 31, 2023
Q3 2023
|
Garland Capital Management Inc
|
BUY
|
- |
33+ 0.06% |
$2.59K - $2.82K
|
55.7K
$8.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
32+ 9.17% |
$2.52K - $2.74K
|
381
$58K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
31New |
$2.44K - $2.65K
|
31
$4.72K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
31+ 0.7% |
$2.44K - $2.65K
|
4.46K
$678K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
30+ 0.35% |
$2.36K - $2.56K
|
8.55K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27+ 6.67% |
$2.12K - $2.31K
|
432
$65.8K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
26+ 0.17% |
$2.04K - $2.22K
|
15.7K
$2.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
25+ 1.39% |
$1.96K - $2.14K
|
1.83K
$278K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
25+ 0.7% |
$1.96K - $2.14K
|
3.58K
$546K
|
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
25+ 0.23% |
$1.96K - $2.14K
|
10.7K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
24+ 0.12% |
$1.89K - $2.05K
|
20.3K
$3.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
21+ 4.0% |
$1.65K - $1.79K
|
546
$83.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
20+ 0.77% |
$1.57K - $1.71K
|
2.6K
$396K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
19+ 0.74% |
$1.49K - $1.62K
|
2.6K
$395K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
19New |
$1.49K - $1.62K
|
19
$2.89K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
18+ 1.52% |
$1.41K - $1.54K
|
1.2K
$183K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
15+ 0.58% |
$1.18K - $1.28K
|
2.61K
$398K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
13+ 1.43% |
$1.02K - $1.11K
|
922
$140K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 70.59% |
$943 - $1.03K
|
29
$4.42K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 0.9% |
$943 - $1.03K
|
1.34K
$204K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 0.14% |
$786 - $855
|
6.99K
$1.06M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
10+ 0.24% |
$786 - $855
|
4.13K
$629K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8+ 5.93% |
$629 - $684
|
143
$21.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
8+ 0.08% |
$629 - $684
|
9.92K
$1.51M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
8New |
$629 - $684
|
8
$1.22K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
7+ 0.04% |
$550 - $598
|
19.4K
$2.95M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.28% |
$550 - $598
|
2.5K
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6New |
$472 - $513
|
6
$914
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5New |
$393 - $427
|
5
$761
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
4New |
$314 - $342
|
4
$609
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
BUY
|
- |
4+ 0.01% |
$314 - $342
|
44.7K
$6.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
4New |
$314 - $342
|
4
$609
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.87% |
$236 - $256
|
348
$53K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 0.22% |
$236 - $256
|
1.37K
$208K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3+ 0.1% |
$236 - $256
|
3.1K
$472K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3+ 0.07% |
$236 - $256
|
4.46K
$679K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.25% |
$236 - $256
|
1.19K
$182K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3+ 0.02% |
$236 - $256
|
13.6K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2+ 40.0% |
$157 - $171
|
7
$1.07K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.06% |
$157 - $171
|
3.1K
$472K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.81% |
$157 - $171
|
250
$38.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.82% |
$78.6 - $85.5
|
123
$18.7K
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.03% |
$78.6 - $85.5
|
2.89K
$440K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.11% |
$78.6 - $85.5
|
908
$138K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.61% |
$78.6 - $85.5
|
164
$25K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.02% |
$78.6 - $85.5
|
4.6K
$701K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.72% |
$78.6 - $85.5
|
139
$21.2K
|