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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-269- 30.99% |
$21.3K - $24.7K
|
599
$79.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-273- 1.35% |
$21.7K - $25.1K
|
20K
$2.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-280- 27.18% |
$22.2K - $25.7K
|
750
$99.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-287- 3.96% |
$22.8K - $26.4K
|
6.97K
$921K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-290- 11.86% |
$23K - $26.6K
|
2.16K
$285K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-292- 9.69% |
$23.2K - $26.8K
|
2.72K
$360K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-300- 8.48% |
$23.8K - $27.6K
|
3.24K
$428K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-316- 6.39% |
$25.1K - $29K
|
4.63K
$613K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-321- 8.43% |
$25.5K - $29.5K
|
3.49K
$461K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-329- 3.87% |
$26.1K - $30.2K
|
8.17K
$1.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-330- 0.73% |
$26.2K - $30.3K
|
44.8K
$5.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-331- 20.67% |
$26.3K - $30.4K
|
1.27K
$168K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-350- 14.23% |
$27.8K - $32.2K
|
2.11K
$279K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-352- 3.49% |
$27.9K - $32.3K
|
9.75K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-360- 7.35% |
$28.6K - $33.1K
|
4.54K
$600K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-374- 0.34% |
$29.7K - $34.4K
|
108K
$14.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-380- 62.81% |
$30.1K - $34.9K
|
225
$29.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-380- 13.45% |
$30.1K - $34.9K
|
2.45K
$323K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-383- 3.45% |
$30.4K - $35.2K
|
10.7K
$1.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-385- 6.25% |
$30.5K - $35.4K
|
5.77K
$763K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-390- 0.45% |
$30.9K - $35.8K
|
87.2K
$11.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-421- 3.68% |
$33.4K - $38.7K
|
11K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-425- 9.19% |
$33.7K - $39K
|
4.2K
$555K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-434- 0.48% |
$34.4K - $39.9K
|
89.9K
$11.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-446- 6.31% |
$35.4K - $41K
|
6.62K
$876K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-447- 2.17% |
$35.5K - $41.1K
|
20.1K
$2.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-459- 4.73% |
$36.4K - $42.2K
|
9.25K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-463- 1.84% |
$36.7K - $42.5K
|
24.7K
$3.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-476- 10.45% |
$37.8K - $43.7K
|
4.08K
$539K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-480- 13.43% |
$38.1K - $44.1K
|
3.1K
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-492- 5.84% |
$39K - $45.2K
|
7.94K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-495- 3.19% |
$39.3K - $45.5K
|
15K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-500- 12.86% |
$39.7K - $45.9K
|
3.39K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-514- 14.9% |
$40.8K - $47.2K
|
2.94K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-524Closed |
$41.6K - $48.1K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-527- 6.27% |
$41.8K - $48.4K
|
7.88K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-528- 9.07% |
$41.9K - $48.5K
|
5.3K
$700K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-531- 9.35% |
$42.1K - $48.8K
|
5.15K
$681K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-602- 4.32% |
$47.7K - $55.3K
|
13.3K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-610- 7.79% |
$48.4K - $56K
|
7.22K
$955K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-629- 18.1% |
$49.9K - $57.8K
|
2.85K
$376K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-666- 3.43% |
$52.8K - $61.2K
|
18.7K
$2.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-679- 2.92% |
$53.9K - $62.4K
|
22.6K
$2.98M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-695- 10.62% |
$55.1K - $63.8K
|
5.85K
$773K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-699- 10.29% |
$55.4K - $64.2K
|
6.1K
$806K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-700- 18.05% |
$55.5K - $64.3K
|
3.18K
$420K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-725- 3.01% |
$57.5K - $66.6K
|
23.3K
$3.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-728- 12.65% |
$57.7K - $66.9K
|
5.03K
$665K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-731- 6.97% |
$58K - $67.2K
|
9.76K
$1.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-821- 6.71% |
$65.1K - $75.4K
|
11.4K
$1.51M
|