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 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
371+ 2.47% |
$29.4K - $34.1K
|
15.4K
$2.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
363+ 11.17% |
$28.8K - $33.3K
|
3.61K
$478K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
355+ 10.91% |
$28.2K - $32.6K
|
3.61K
$477K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
350+ 4.61% |
$27.8K - $32.2K
|
7.95K
$1.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
349+ 0.87% |
$27.7K - $32.1K
|
40.7K
$5.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
348+ 13.67% |
$27.6K - $32K
|
2.89K
$383K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
347+ 48.46% |
$27.5K - $31.9K
|
1.06K
$141K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
339+ 8.7% |
$26.9K - $31.1K
|
4.24K
$560K
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
338+ 0.68% |
$26.8K - $31.1K
|
49.8K
$6.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
338+ 0.68% |
$26.8K - $31.1K
|
49.8K
$6.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
310+ 5.99% |
$24.6K - $28.5K
|
5.48K
$725K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
303New |
$24K - $27.8K
|
303
$40.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
292+ 2.3% |
$23.2K - $26.8K
|
13K
$1.72M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
288+ 10.23% |
$22.8K - $26.5K
|
3.1K
$410K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
285+ 2.56% |
$22.6K - $26.2K
|
11.4K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
283+ 2.66% |
$22.4K - $26K
|
10.9K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
282New |
$22.4K - $25.9K
|
282
$37.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
282New |
$22.4K - $25.9K
|
282
$37.3K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
279+ 8.99% |
$22.1K - $25.6K
|
3.38K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
272+ 8.84% |
$21.6K - $25K
|
3.35K
$443K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
268+ 48.11% |
$21.3K - $24.6K
|
825
$109K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
255+ 4.36% |
$20.2K - $23.4K
|
6.1K
$806K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
250New |
$19.8K - $23K
|
250
$33.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
241New |
$19.1K - $22.1K
|
241
$31.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
228+ 1.75% |
$18.1K - $20.9K
|
13.2K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
221+ 3.71% |
$17.5K - $20.3K
|
6.17K
$816K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
210+ 17.16% |
$16.7K - $19.3K
|
1.43K
$190K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
205New |
$16.3K - $18.8K
|
205
$27.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
197+ 4.82% |
$15.6K - $18.1K
|
4.29K
$567K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
196+ 0.38% |
$15.5K - $18K
|
51.6K
$6.83M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
194+ 83.98% |
$15.4K - $17.8K
|
425
$56.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
191New |
$15.1K - $17.5K
|
191
$25.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
180+ 0.59% |
$14.3K - $16.5K
|
30.5K
$4.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
180+ 24.16% |
$14.3K - $16.5K
|
925
$122K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
178+ 7.06% |
$14.1K - $16.4K
|
2.7K
$357K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
174New |
$13.8K - $16K
|
174
$23K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
173+ 6.22% |
$13.7K - $15.9K
|
2.95K
$391K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
166New |
$13.2K - $15.3K
|
166
$22K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
161+ 1.04% |
$12.8K - $14.8K
|
15.6K
$2.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
144New |
$11.4K - $13.2K
|
144
$19K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
142+ 4.94% |
$11.3K - $13K
|
3.02K
$399K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
141New |
$11.2K - $13K
|
141
$18.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
140New |
$11.1K - $12.9K
|
140
$18.5K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
121+ 21.23% |
$9.6K - $11.1K
|
691
$91.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
115+ 3.56% |
$9.12K - $10.6K
|
3.35K
$443K
|
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
104+ 3.93% |
$8.25K - $9.55K
|
2.75K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
103+ 2.06% |
$8.17K - $9.46K
|
5.1K
$674K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
100+ 2.94% |
$7.93K - $9.19K
|
3.5K
$463K
|
|
|
Jan 18, 2024
Q4 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
100+ 4.0% |
$7.93K - $9.19K
|
2.6K
$344K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
98+ 3.15% |
$7.77K - $9K
|
3.21K
$425K
|