Purchases and Sales Made in Q1 2022 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q1 2022. 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 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
295+ 37.92% |
$23.5K - $29K
|
1.07K
$134K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
292+ 26.64% |
$23.3K - $28.7K
|
1.39K
$173K
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
283+ 1.54% |
$22.5K - $27.8K
|
18.7K
$2.33M
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
246+ 7.34% |
$19.6K - $24.2K
|
3.6K
$449K
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
243+ 5.06% |
$19.4K - $23.9K
|
5.05K
$630K
|
|
May 03, 2022
Q1 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
241+ 4.15% |
$19.2K - $23.7K
|
6.05K
$755K
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
230New |
$18.3K - $22.6K
|
230
$28.7K
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
228+ 5.78% |
$18.2K - $22.4K
|
4.17K
$520K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
227+ 1.03% |
$18.1K - $22.3K
|
22.3K
$2.78M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
215+ 7.38% |
$17.1K - $21.1K
|
3.13K
$390K
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
213+ 0.08% |
$17K - $20.9K
|
265K
$33.1M
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
213+ 0.19% |
$17K - $20.9K
|
110K
$13.7M
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
210+ 6.81% |
$16.7K - $20.6K
|
3.29K
$411K
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.73% |
$15.9K - $19.7K
|
27.5K
$3.43M
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
196+ 4.11% |
$15.6K - $19.3K
|
4.96K
$619K
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
192+ 4.29% |
$15.3K - $18.9K
|
4.67K
$582K
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
190+ 5.04% |
$15.1K - $18.7K
|
3.96K
$494K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
186+ 0.16% |
$14.8K - $18.3K
|
113K
$14.2M
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
185+ 1.04% |
$14.7K - $18.2K
|
18K
$2.24M
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
182New |
$14.5K - $17.9K
|
182
$22.7K
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
180+ 1.52% |
$14.3K - $17.7K
|
12.1K
$1.5M
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
173+ 5.31% |
$13.8K - $17K
|
3.43K
$428K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
170+ 10.06% |
$13.5K - $16.7K
|
1.86K
$232K
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
BUY
|
- |
163+ 1.22% |
$13K - $16K
|
13.6K
$1.69M
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
154+ 11.85% |
$12.3K - $15.1K
|
1.45K
$181K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
147+ 97.35% |
$11.7K - $14.5K
|
298
$37.2K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
142New |
$11.3K - $14K
|
142
$17.7K
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
138+ 4.52% |
$11K - $13.6K
|
3.19K
$398K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
137+ 1.95% |
$10.9K - $13.5K
|
7.16K
$892K
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
130+ 4.08% |
$10.4K - $12.8K
|
3.32K
$414K
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
130+ 1.14% |
$10.4K - $12.8K
|
11.6K
$1.44M
|
|
May 13, 2022
Q1 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
125+ 0.38% |
$9.96K - $12.3K
|
33K
$4.12M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
125+ 2.54% |
$9.96K - $12.3K
|
5.04K
$629K
|
|
May 16, 2022
Q1 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
124+ 2.85% |
$9.88K - $12.2K
|
4.47K
$558K
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
119+ 2.63% |
$9.48K - $11.7K
|
4.64K
$579K
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
116+ 170.59% |
$9.24K - $11.4K
|
184
$22.9K
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
112+ 4.26% |
$8.92K - $11K
|
2.74K
$342K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
112+ 7.16% |
$8.92K - $11K
|
1.68K
$209K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
111+ 5.69% |
$8.84K - $10.9K
|
2.06K
$257K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
106New |
$8.45K - $10.4K
|
106
$13.2K
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
100+ 1.17% |
$7.97K - $9.83K
|
8.68K
$1.08M
|
|
May 10, 2022
Q1 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
100+ 0.07% |
$7.97K - $9.83K
|
137K
$17.1M
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
92+ 2.74% |
$7.33K - $9.04K
|
3.45K
$431K
|
|
Oct 25, 2024
Q1 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
81+ 0.78% |
$6.45K - $7.96K
|
10.5K
$1.31M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
78+ 0.4% |
$6.21K - $7.67K
|
19.6K
$2.45M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
78+ 1.72% |
$6.21K - $7.67K
|
4.61K
$575K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
75+ 9.21% |
$5.98K - $7.37K
|
889
$111K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
66New |
$5.26K - $6.49K
|
66
$8.23K
|
|
Apr 12, 2022
Q1 2022
|
Sara Bay Financial
|
BUY
|
- |
63+ 1.0% |
$5.02K - $6.19K
|
6.33K
$790K
|
|
May 13, 2022
Q1 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
60New |
$4.78K - $5.9K
|
60
$7.48K
|