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 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
59+ 0.37% |
$4.7K - $5.8K
|
16K
$2.07M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
51+ 0.47% |
$4.06K - $5.01K
|
11K
$1.42M
|
|
|
Apr 27, 2022
Q1 2022
|
Garland Capital Management Inc
|
BUY
|
- |
50+ 0.1% |
$3.98K - $4.92K
|
49.7K
$6.43M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
50New |
$3.98K - $4.92K
|
50
$6.47K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
50+ 1.14% |
$3.98K - $4.92K
|
4.45K
$575K
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
50+ 1.32% |
$3.98K - $4.92K
|
3.83K
$496K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
46+ 15.7% |
$3.66K - $4.52K
|
339
$43.8K
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
45+ 0.7% |
$3.59K - $4.42K
|
6.48K
$839K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
44+ 2.9% |
$3.51K - $4.33K
|
1.56K
$202K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43+ 29.86% |
$3.43K - $4.23K
|
187
$24.2K
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
43+ 0.57% |
$3.43K - $4.23K
|
7.56K
$978K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
40+ 1.2% |
$3.19K - $3.93K
|
3.39K
$438K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
38New |
$3.03K - $3.74K
|
38
$4.91K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
37+ 3.1% |
$2.95K - $3.64K
|
1.23K
$159K
|
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
34+ 0.14% |
$2.71K - $3.34K
|
24.8K
$3.21M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
32+ 25.6% |
$2.55K - $3.15K
|
157
$20.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
32New |
$2.55K - $3.15K
|
32
$4.14K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
31+ 1.85% |
$2.47K - $3.05K
|
1.7K
$220K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
30+ 0.67% |
$2.39K - $2.95K
|
4.5K
$582K
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
30+ 0.32% |
$2.39K - $2.95K
|
9.29K
$1.2M
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
28New |
$2.23K - $2.75K
|
28
$3.62K
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
27New |
$2.15K - $2.65K
|
27
$3.49K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
26+ 1.53% |
$2.07K - $2.56K
|
1.73K
$224K
|
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
25+ 14.62% |
$1.99K - $2.46K
|
196
$25.4K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
24New |
$1.91K - $2.36K
|
24
$3.1K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
24+ 1.69% |
$1.91K - $2.36K
|
1.44K
$186K
|
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
23+ 0.07% |
$1.83K - $2.26K
|
35.3K
$4.57M
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
23+ 2.98% |
$1.83K - $2.26K
|
795
$103K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20+ 46.51% |
$1.59K - $1.97K
|
63
$8.15K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
20+ 1.71% |
$1.59K - $1.97K
|
1.19K
$154K
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
18+ 0.35% |
$1.43K - $1.77K
|
5.22K
$676K
|
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
17+ 0.69% |
$1.35K - $1.67K
|
2.48K
$321K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
15+ 0.1% |
$1.2K - $1.47K
|
14.4K
$1.86M
|
|
|
May 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
14+ 0.49% |
$1.12K - $1.38K
|
2.9K
$375K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
14New |
$1.12K - $1.38K
|
14
$1.81K
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
14+ 0.04% |
$1.12K - $1.38K
|
36.8K
$4.76M
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 2.93% |
$956 - $1.18K
|
421
$54.5K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 0.71% |
$876 - $1.08K
|
1.57K
$202K
|
|
|
May 13, 2022
Q1 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
11+ 0.11% |
$876 - $1.08K
|
9.85K
$1.27M
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
11+ 0.43% |
$876 - $1.08K
|
2.57K
$332K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
10+ 0.68% |
$797 - $983
|
1.47K
$191K
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
BUY
|
- |
9+ 0.22% |
$717 - $885
|
4.14K
$535K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9+ 0.04% |
$717 - $885
|
24.2K
$3.13M
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
8+ 53.33% |
$637 - $786
|
23
$2.97K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 1.09% |
$558 - $688
|
647
$83.7K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.25% |
$478 - $590
|
2.37K
$307K
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
5+ 4.5% |
$398 - $492
|
116
$15K
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.05% |
$398 - $492
|
10.8K
$1.39M
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 8.0% |
$319 - $393
|
54
$6.98K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.07% |
$239 - $295
|
4.47K
$578K
|