Purchases and Sales Made in Q4 2023 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
49+ 1.4% |
$3.89K - $4.5K
|
3.56K
$379K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
47+ 0.28% |
$3.73K - $4.32K
|
16.8K
$1.79M
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
45+ 1.8% |
$3.57K - $4.13K
|
2.54K
$271K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
39+ 2.26% |
$3.09K - $3.58K
|
1.77K
$188K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
38+ 122.58% |
$3.01K - $3.49K
|
69
$7.35K
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
35New |
$2.78K - $3.22K
|
35
$3.73K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
33+ 4.57% |
$2.62K - $3.03K
|
755
$80.4K
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
31+ 0.96% |
$2.46K - $2.85K
|
3.27K
$348K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
31+ 2.32% |
$2.46K - $2.85K
|
1.37K
$146K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
31+ 12.97% |
$2.46K - $2.85K
|
270
$28.7K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
31New |
$2.46K - $2.85K
|
31
$3.3K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
30+ 20.98% |
$2.38K - $2.76K
|
173
$18.4K
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
28+ 3.83% |
$2.22K - $2.57K
|
759
$80.8K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
28+ 3.83% |
$2.22K - $2.57K
|
759
$80.8K
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
27+ 0.32% |
$2.14K - $2.48K
|
8.58K
$913K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
27+ 675.0% |
$2.14K - $2.48K
|
31
$3.3K
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
25+ 0.9% |
$1.98K - $2.3K
|
2.8K
$298K
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
23+ 0.88% |
$1.82K - $2.11K
|
2.63K
$280K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
22New |
$1.74K - $2.02K
|
22
$2.34K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
21New |
$1.67K - $1.93K
|
21
$2.24K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21+ 0.16% |
$1.67K - $1.93K
|
13.1K
$1.39M
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
20New |
$1.59K - $1.84K
|
20
$2.13K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20New |
$1.59K - $1.84K
|
20
$2.13K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20New |
$1.59K - $1.84K
|
20
$2.13K
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
19+ 0.16% |
$1.51K - $1.75K
|
11.9K
$1.27M
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
18+ 0.66% |
$1.43K - $1.65K
|
2.75K
$293K
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
18+ 15.38% |
$1.43K - $1.65K
|
135
$14.4K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
17+ 0.69% |
$1.35K - $1.56K
|
2.48K
$264K
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
15New |
$1.19K - $1.38K
|
15
$1.6K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14+ 0.07% |
$1.11K - $1.29K
|
19.7K
$2.1M
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
BUY
|
- |
14+ 0.78% |
$1.11K - $1.29K
|
1.82K
$193K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
13+ 0.77% |
$1.03K - $1.19K
|
1.71K
$182K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13+ 0.45% |
$1.03K - $1.19K
|
2.89K
$308K
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.32% |
$952 - $1.1K
|
3.74K
$398K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 0.42% |
$793 - $919
|
2.42K
$257K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7New |
$555 - $643
|
7
$745
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6New |
$476 - $551
|
6
$639
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.24% |
$476 - $551
|
2.51K
$267K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 0.07% |
$397 - $459
|
6.99K
$744K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 17.24% |
$397 - $459
|
34
$3.62K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5+ 0.19% |
$397 - $459
|
2.71K
$288K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5+ 3.65% |
$397 - $459
|
142
$15.1K
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4+ 0.08% |
$317 - $367
|
4.89K
$521K
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4+ 2.76% |
$317 - $367
|
149
$15.9K
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 5.13% |
$317 - $367
|
82
$8.73K
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 5.13% |
$317 - $367
|
82
$8.73K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 1.73% |
$238 - $276
|
176
$18.7K
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 0.22% |
$238 - $276
|
1.37K
$146K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.57% |
$159 - $184
|
350
$37.3K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 0.11% |
$159 - $184
|
1.75K
$186K
|