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 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 0.4% |
$78.6 - $85.5
|
252
$31.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.72% |
$78.6 - $85.5
|
139
$17.3K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.71% |
$78.6 - $85.5
|
139
$17.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 0.67% |
$78.6 - $85.5
|
148
$18.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1- 0.03% |
$78.6 - $85.5
|
3.12K
$388K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-1- 25.0% |
$78.6 - $85.5
|
3
$374
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-2- 0.1% |
$157 - $171
|
1.95K
$243K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 1.85% |
$157 - $171
|
106
$13.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-3- 0.03% |
$236 - $256
|
8.58K
$1.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3- 1.55% |
$236 - $256
|
190
$23.7K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-5Closed |
$393 - $427
|
0
$0
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-5- 0.16% |
$393 - $427
|
3.03K
$378K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 1.83% |
$472 - $513
|
321
$40K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-7- 0.21% |
$550 - $598
|
3.38K
$421K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10- 4.02% |
$786 - $855
|
239
$29.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-15- 0.49% |
$1.18K - $1.28K
|
3.03K
$378K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-15- 0.27% |
$1.18K - $1.28K
|
5.59K
$697K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-20- 6.13% |
$1.57K - $1.71K
|
306
$38.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-22- 0.75% |
$1.73K - $1.88K
|
2.9K
$362K
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-25- 0.17% |
$1.96K - $2.14K
|
15.1K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-27Closed |
$2.12K - $2.31K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-28- 0.92% |
$2.2K - $2.39K
|
3.01K
$375K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-30- 3.13% |
$2.36K - $2.56K
|
929
$116K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-31- 0.62% |
$2.44K - $2.65K
|
4.99K
$622K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-31- 0.24% |
$2.44K - $2.65K
|
13.1K
$1.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-33- 0.9% |
$2.59K - $2.82K
|
3.65K
$455K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-35- 0.36% |
$2.75K - $2.99K
|
9.67K
$1.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-40- 5.41% |
$3.14K - $3.42K
|
700
$87.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-41- 4.75% |
$3.22K - $3.5K
|
822
$102K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-49- 0.35% |
$3.85K - $4.19K
|
14.1K
$1.75M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-50- 33.33% |
$3.93K - $4.27K
|
100
$12.5K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-50- 5.75% |
$3.93K - $4.27K
|
819
$102K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-52- 6.72% |
$4.09K - $4.44K
|
722
$90K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-54- 1.96% |
$4.24K - $4.62K
|
2.7K
$337K
|
|
|
Oct 31, 2023
Q3 2023
|
Ninepoint Partners LP
|
SELL
|
- |
-55- 2.96% |
$4.32K - $4.7K
|
1.8K
$225K
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-62- 1.57% |
$4.87K - $5.3K
|
3.88K
$483K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-62- 50.0% |
$4.87K - $5.3K
|
62
$7.73K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-64- 1.81% |
$5.03K - $5.47K
|
3.48K
$433K
|
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-65- 0.4% |
$5.11K - $5.56K
|
16.1K
$2M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-70- 1.37% |
$5.5K - $5.98K
|
5.03K
$627K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-74- 0.08% |
$5.82K - $6.32K
|
88.5K
$11M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-75- 0.64% |
$5.9K - $6.41K
|
11.6K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-75- 1.68% |
$5.9K - $6.41K
|
4.39K
$547K
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-75- 1.6% |
$5.9K - $6.41K
|
4.62K
$575K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-81- 2.97% |
$6.37K - $6.92K
|
2.65K
$330K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-93- 1.97% |
$7.31K - $7.95K
|
4.63K
$576K
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-95- 1.2% |
$7.47K - $8.12K
|
7.83K
$976K
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-98- 3.08% |
$7.7K - $8.38K
|
3.09K
$385K
|
|
|
Oct 30, 2023
Q3 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-99- 2.28% |
$7.78K - $8.46K
|
4.24K
$528K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-99- 1.25% |
$7.78K - $8.46K
|
7.81K
$973K
|