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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.06KNew |
$401K - $465K
|
5.06K
$669K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.01KNew |
$398K - $460K
|
5.01K
$663K
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
BUY
|
- |
4.95KNew |
$392K - $454K
|
4.95K
$654K
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.95KNew |
$392K - $454K
|
4.95K
$654K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
4.94K+ 7.46% |
$392K - $454K
|
71.2K
$9.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.9K+ 15.46% |
$389K - $450K
|
36.6K
$4.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.82K+ 24.15% |
$382K - $443K
|
24.8K
$3.28M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4.7KNew |
$373K - $432K
|
4.7K
$621K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
4.69K+ 1.16% |
$372K - $431K
|
410K
$54.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Hgi Capital Management, LLC
New York, NY |
BUY
|
- |
4.66KNew |
$369K - $428K
|
4.66K
$616K
|
|
|
Feb 13, 2024
Q4 2023
|
Lasalle Investment Management Securities LLC
Baltimore, MD |
BUY
|
- |
4.65K+ 0.66% |
$369K - $427K
|
704K
$93.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
4.59K+ 18.44% |
$364K - $421K
|
29.5K
$3.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
4.58KNew |
$363K - $421K
|
4.58K
$606K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.54K+ 131.33% |
$360K - $417K
|
8K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.54K+ 131.33% |
$360K - $417K
|
8K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
4.47KNew |
$355K - $411K
|
4.47K
$592K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.47KNew |
$354K - $411K
|
4.47K
$591K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.42K+ 4.94% |
$350K - $406K
|
93.8K
$12.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
4.3KNew |
$341K - $395K
|
4.3K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.23KNew |
$335K - $388K
|
4.23K
$559K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
4.14K+ 30.58% |
$328K - $380K
|
17.7K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
4.14K+ 230.84% |
$328K - $380K
|
5.93K
$784K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.08K+ 21.78% |
$323K - $375K
|
22.8K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.08KNew |
$323K - $375K
|
4.08K
$539K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
4.06KNew |
$322K - $373K
|
4.06K
$537K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.03KNew |
$319K - $370K
|
4.03K
$532K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.01KNew |
$318K - $369K
|
4.01K
$531K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
4.01KNew |
$318K - $368K
|
4.01K
$530K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4K+ 14.96% |
$317K - $368K
|
30.8K
$4.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3.98KNew |
$316K - $366K
|
3.98K
$527K
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
3.96KNew |
$314K - $363K
|
3.96K
$523K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.91KNew |
$310K - $359K
|
3.91K
$517K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
3.81KNew |
$302K - $350K
|
3.81K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.74KNew |
$296K - $343K
|
3.74K
$494K
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
3.7K+ 4.16% |
$293K - $340K
|
92.7K
$12.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.69KNew |
$293K - $339K
|
3.69K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.69K+ 8.87% |
$292K - $339K
|
45.3K
$5.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
3.65KNew |
$289K - $335K
|
3.65K
$482K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
3.63KNew |
$288K - $334K
|
3.63K
$480K
|
|
|
Feb 13, 2024
Q4 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
3.6K+ 19.98% |
$286K - $331K
|
21.6K
$2.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
3.59K+ 8.83% |
$285K - $330K
|
44.3K
$5.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.59K+ 98.41% |
$285K - $330K
|
7.24K
$957K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.5K+ 30.71% |
$278K - $322K
|
14.9K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.38K+ 10.96% |
$268K - $311K
|
34.2K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
3.36KNew |
$266K - $309K
|
3.36K
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
3.35K+ 74.58% |
$266K - $308K
|
7.84K
$1.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.32K+ 52.06% |
$263K - $305K
|
9.69K
$1.28M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
3.28K+ 46.78% |
$260K - $301K
|
10.3K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.23KNew |
$256K - $296K
|
3.23K
$426K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
3.23KNew |
$256K - $296K
|
3.23K
$426K
|