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 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.25K- 4.04% |
$337K - $391K
|
101K
$14.8M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-4.31K- 91.72% |
$342K - $396K
|
389
$57K
|
|
|
Feb 13, 2024
Q4 2023
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-4.38K- 0.1% |
$347K - $402K
|
4.48M
$656M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.42K- 0.49% |
$350K - $406K
|
902K
$132M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.43K- 22.66% |
$351K - $407K
|
15.1K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-4.44K- 61.44% |
$352K - $408K
|
2.79K
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.64K- 7.67% |
$368K - $426K
|
55.8K
$8.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
SELL
|
- |
-4.65K- 7.85% |
$369K - $427K
|
54.6K
$8M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4.66K- 1.52% |
$370K - $428K
|
302K
$44.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.7K- 82.46% |
$373K - $432K
|
1K
$147K
|
|
|
Feb 08, 2024
Q4 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-4.78K- 6.33% |
$379K - $439K
|
70.7K
$10.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-4.79K- 11.4% |
$380K - $440K
|
37.3K
$5.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-4.8K- 26.67% |
$381K - $441K
|
13.2K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-4.89K- 33.58% |
$388K - $449K
|
9.67K
$1.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-4.91K- 57.33% |
$390K - $451K
|
3.66K
$536K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-4.93K- 53.31% |
$391K - $453K
|
4.31K
$632K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5K- 3.24% |
$397K - $459K
|
149K
$21.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-5.09K- 8.59% |
$403K - $467K
|
54.1K
$7.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-5.12K- 5.02% |
$406K - $470K
|
96.9K
$14.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-5.13K- 49.17% |
$407K - $471K
|
5.3K
$777K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-5.35K- 4.61% |
$424K - $492K
|
111K
$16.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.51K- 4.47% |
$437K - $506K
|
118K
$17.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.66K- 99.91% |
$449K - $520K
|
5
$733
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
SELL
|
- |
-6.25K- 5.6% |
$496K - $574K
|
105K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-6.3K- 20.34% |
$500K - $579K
|
24.7K
$3.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-6.66K- 1.26% |
$528K - $612K
|
523K
$76.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-7.43K- 14.44% |
$589K - $683K
|
44K
$6.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-7.57K- 74.82% |
$600K - $695K
|
2.55K
$373K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.79K- 3.44% |
$618K - $715K
|
219K
$32.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-8.19K- 1.51% |
$649K - $752K
|
534K
$78.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-8.2K- 21.55% |
$650K - $753K
|
29.9K
$4.37M
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-8.76K- 1.81% |
$695K - $805K
|
476K
$69.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-8.77K- 79.45% |
$695K - $806K
|
2.27K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.83K- 1.97% |
$701K - $811K
|
438K
$64.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-9.29K- 24.28% |
$737K - $854K
|
29K
$4.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-9.53K- 0.89% |
$756K - $876K
|
1.07M
$156M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9.61K- 17.31% |
$762K - $883K
|
45.9K
$6.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.7K- 24.95% |
$851K - $985K
|
32.3K
$4.73M
|
|
|
Feb 15, 2024
Q4 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-11K- 30.14% |
$872K - $1.01M
|
25.5K
$3.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-11.3K- 78.13% |
$897K - $1.04M
|
3.17K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-12.8K- 46.66% |
$1.02M - $1.18M
|
14.7K
$2.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-13.2K- 82.46% |
$1.05M - $1.22M
|
2.82K
$412K
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-13.3K- 43.9% |
$1.06M - $1.23M
|
17.1K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-13.7K- 97.17% |
$1.08M - $1.26M
|
398
$58.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.7K- 56.76% |
$1.09M - $1.26M
|
10.5K
$1.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-14.4K- 75.26% |
$1.14M - $1.32M
|
4.74K
$695K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-14.9K- 4.39% |
$1.18M - $1.37M
|
324K
$47.5M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-15.2K- 90.29% |
$1.21M - $1.4M
|
1.64K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-15.4K- 58.08% |
$1.22M - $1.41M
|
11.1K
$1.63M
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-15.9K- 30.64% |
$1.26M - $1.46M
|
36K
$5.27M
|