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 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
10.5KNew |
$835K - $967K
|
10.5K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
10.3KNew |
$816K - $945K
|
10.3K
$1.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10.2K+ 6.9% |
$807K - $934K
|
158K
$21.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
10.1KNew |
$805K - $932K
|
10.1K
$1.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.1K+ 19.03% |
$798K - $924K
|
62.9K
$8.58M
|
|
|
Feb 15, 2024
Q4 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
10K+ 5.71% |
$793K - $919K
|
185K
$25.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
9.93KNew |
$788K - $912K
|
9.93K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
9.91K+ 126.44% |
$786K - $911K
|
17.8K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.85K+ 0.15% |
$781K - $905K
|
6.6M
$900M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
9.65K+ 0.37% |
$765K - $886K
|
2.64M
$360M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
9.63K+ 290.15% |
$764K - $885K
|
13K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
9.52K+ 61.29% |
$755K - $874K
|
25K
$3.42M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
9.3K+ 6.54% |
$738K - $854K
|
152K
$20.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
8.95KNew |
$710K - $822K
|
8.95K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
8.69K+ 15.78% |
$689K - $798K
|
63.7K
$8.7M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
8.48K+ 6.91% |
$673K - $779K
|
131K
$17.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
8.43K+ 21.4% |
$669K - $775K
|
47.8K
$6.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
8.35KNew |
$662K - $767K
|
8.35K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
8.33K+ 6.4% |
$661K - $765K
|
138K
$18.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.1KNew |
$642K - $744K
|
8.1K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
7.92K+ 5.58% |
$628K - $728K
|
150K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
7.8KNew |
$618K - $716K
|
7.8K
$1.06M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.68KNew |
$609K - $706K
|
7.68K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.64K+ 22.56% |
$606K - $702K
|
41.5K
$5.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
7.6K+ 8.89% |
$603K - $698K
|
93.1K
$12.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
7.56KNew |
$599K - $694K
|
7.56K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
7.53KNew |
$597K - $692K
|
7.53K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
BUY
|
- |
7.41K+ 6.63% |
$588K - $681K
|
119K
$16.3M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
7.27K+ 105.6% |
$576K - $668K
|
14.1K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.24K+ 96.4% |
$574K - $665K
|
14.7K
$2.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
7.09K+ 6.62% |
$562K - $652K
|
114K
$15.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
7.03K+ 51.75% |
$558K - $646K
|
20.6K
$2.81M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.76K+ 4.31% |
$536K - $621K
|
163K
$22.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.72K+ 5.15% |
$533K - $618K
|
137K
$18.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
6.27K+ 6.92% |
$497K - $576K
|
96.9K
$13.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
6.2K+ 10.63% |
$492K - $570K
|
64.6K
$8.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
6.18KNew |
$490K - $568K
|
6.18K
$843K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.16K+ 4.82% |
$489K - $566K
|
134K
$18.3M
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
6.03KNew |
$478K - $554K
|
6.03K
$823K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.86K+ 34.31% |
$465K - $538K
|
22.9K
$3.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
5.85K+ 8.09% |
$464K - $537K
|
78.2K
$10.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5.78K+ 1.58% |
$458K - $531K
|
373K
$50.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
5.65K+ 23.23% |
$448K - $519K
|
30K
$4.09M
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
5.59K+ 0.79% |
$443K - $514K
|
715K
$97.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
5.56KNew |
$441K - $511K
|
5.56K
$759K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
5.56KNew |
$441K - $511K
|
5.56K
$759K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
5.55KNew |
$440K - $510K
|
5.55K
$757K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.47KNew |
$434K - $503K
|
5.47K
$747K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.29K+ 35.99% |
$419K - $486K
|
20K
$2.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
5.26K+ 3.74% |
$417K - $483K
|
146K
$19.9M
|