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 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
784+ 1.76% |
$62.2K - $72K
|
45.4K
$6.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
776+ 4.2% |
$61.5K - $71.3K
|
19.2K
$2.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
769+ 23.52% |
$61K - $70.6K
|
4.04K
$551K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
767+ 1.26% |
$60.8K - $70.5K
|
61.6K
$8.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
760+ 3.35% |
$60.3K - $69.8K
|
23.5K
$3.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
758+ 243.73% |
$60.1K - $69.6K
|
1.07K
$146K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
740+ 1.01% |
$58.7K - $68K
|
74.4K
$10.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
737+ 9.64% |
$58.5K - $67.7K
|
8.38K
$1.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
724+ 15.06% |
$57.4K - $66.5K
|
5.53K
$755K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
720+ 2.97% |
$57.1K - $66.1K
|
25K
$3.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
699+ 16.13% |
$55.4K - $64.2K
|
5.03K
$687K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
694+ 1.46% |
$55K - $63.8K
|
48.1K
$6.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
690New |
$54.7K - $63.4K
|
690
$94.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
680+ 5.78% |
$53.9K - $62.5K
|
12.4K
$1.7M
|
|
|
Oct 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
676New |
$53.6K - $62.1K
|
676
$92.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
632New |
$50.1K - $58.1K
|
632
$86.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
616+ 2.08% |
$48.9K - $56.6K
|
30.2K
$4.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
599+ 16.89% |
$47.5K - $55K
|
4.15K
$566K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
586+ 12.69% |
$46.5K - $53.8K
|
5.2K
$710K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
577+ 11.44% |
$45.8K - $53K
|
5.62K
$767K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
574New |
$45.5K - $52.7K
|
574
$78.3K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
570+ 77.76% |
$45.2K - $52.4K
|
1.3K
$178K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
563+ 7.07% |
$44.7K - $51.7K
|
8.53K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
559+ 7.79% |
$44.3K - $51.4K
|
7.73K
$1.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
555New |
$44K - $51K
|
555
$75.7K
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
549+ 2.43% |
$43.5K - $50.4K
|
23.2K
$3.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
549+ 11.92% |
$43.5K - $50.4K
|
5.15K
$703K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
545New |
$43.2K - $50.1K
|
545
$74.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
533+ 15.93% |
$42.3K - $49K
|
3.88K
$529K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
504New |
$40K - $46.3K
|
504
$68.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
488+ 15.75% |
$38.7K - $44.8K
|
3.59K
$490K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
471+ 1624.14% |
$37.4K - $43.3K
|
500
$68.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
468+ 15.91% |
$37.1K - $43K
|
3.41K
$465K
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
465+ 3.08% |
$36.9K - $42.7K
|
15.5K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
464+ 10.47% |
$36.8K - $42.6K
|
4.9K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
459+ 5.64% |
$36.4K - $42.2K
|
8.6K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
457+ 6.03% |
$36.2K - $42K
|
8.04K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
453New |
$35.9K - $41.6K
|
453
$61.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
450+ 0.51% |
$35.7K - $41.3K
|
89K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
443+ 1.54% |
$35.1K - $40.7K
|
29.3K
$3.99M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
443+ 2.83% |
$35.1K - $40.7K
|
16.1K
$2.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
425+ 10.19% |
$33.7K - $39K
|
4.6K
$627K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
420+ 14.89% |
$33.3K - $38.6K
|
3.24K
$442K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
415+ 4.01% |
$32.9K - $38.1K
|
10.8K
$1.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
407+ 3.93% |
$32.3K - $37.4K
|
10.8K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
402+ 1.85% |
$31.9K - $36.9K
|
22.2K
$3.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
390+ 17.98% |
$30.9K - $35.8K
|
2.56K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
387+ 5.99% |
$30.7K - $35.6K
|
6.85K
$934K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
381+ 7.18% |
$30.2K - $35K
|
5.69K
$777K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
375+ 1.41% |
$29.7K - $34.5K
|
27K
$3.68M
|