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 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3+ 0.11% |
$239 - $295
|
2.7K
$349K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 50.0% |
$239 - $295
|
9
$1.16K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.7% |
$159 - $197
|
287
$37.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.59% |
$159 - $197
|
342
$44.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.17% |
$159 - $197
|
1.21K
$157K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.17% |
$79.7 - $98.3
|
586
$75.8K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.07% |
$79.7 - $98.3
|
1.52K
$197K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.64% |
$79.7 - $98.3
|
157
$20.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.04% |
$79.7 - $98.3
|
2.82K
$365K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.03% |
$79.7 - $98.3
|
3.97K
$513K
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2- 0.04% |
$159 - $197
|
5.36K
$693K
|
|
|
May 13, 2022
Q1 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-2- 0.07% |
$159 - $197
|
2.98K
$386K
|
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
SELL
|
- |
-5- 1.54% |
$398 - $492
|
319
$41.3K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-7- 5.98% |
$558 - $688
|
110
$14.2K
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-10- 0.06% |
$797 - $983
|
16K
$2.07M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-13- 1.55% |
$1.04K - $1.28K
|
825
$107K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-14Closed |
$1.12K - $1.38K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-14- 0.44% |
$1.12K - $1.38K
|
3.17K
$409K
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-15- 0.14% |
$1.2K - $1.47K
|
10.6K
$1.37M
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-19- 1.47% |
$1.51K - $1.87K
|
1.27K
$165K
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-20- 0.25% |
$1.59K - $1.97K
|
7.85K
$1.02M
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-21Closed |
$1.67K - $2.06K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-23- 0.94% |
$1.83K - $2.26K
|
2.43K
$315K
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-23- 0.95% |
$1.83K - $2.26K
|
2.41K
$311K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-25- 0.25% |
$1.99K - $2.46K
|
10.1K
$1.31M
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-25- 0.64% |
$1.99K - $2.46K
|
3.86K
$500K
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-25Closed |
$1.99K - $2.46K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-29- 33.33% |
$2.31K - $2.85K
|
58
$7.5K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-30- 0.2% |
$2.39K - $2.95K
|
15K
$1.94M
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-35- 25.93% |
$2.79K - $3.44K
|
100
$12.9K
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-36- 0.62% |
$2.87K - $3.54K
|
5.75K
$744K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-39- 6.96% |
$3.11K - $3.83K
|
521
$67.4K
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-40Closed |
$3.19K - $3.93K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-45- 12.93% |
$3.59K - $4.42K
|
303
$39.2K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-49- 13.35% |
$3.9K - $4.82K
|
318
$41.1K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-50- 10.0% |
$3.98K - $4.92K
|
450
$58.2K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-51Closed |
$4.06K - $5.01K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
SELL
|
- |
-59Closed |
$4.7K - $5.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-60- 12.17% |
$4.78K - $5.9K
|
433
$56K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-65- 4.54% |
$5.18K - $6.39K
|
1.37K
$177K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-73- 1.08% |
$5.82K - $7.18K
|
6.69K
$865K
|
|
|
Apr 14, 2022
Q1 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-74- 0.16% |
$5.9K - $7.27K
|
45.4K
$5.88M
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-75- 3.12% |
$5.98K - $7.37K
|
2.33K
$301K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-78Closed |
$6.21K - $7.67K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-80- 16.26% |
$6.37K - $7.86K
|
412
$53.3K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-82- 0.21% |
$6.53K - $8.06K
|
39.6K
$5.12M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-85- 36.17% |
$6.77K - $8.36K
|
150
$19.4K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-88- 3.57% |
$7.01K - $8.65K
|
2.38K
$308K
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-90- 0.91% |
$7.17K - $8.85K
|
9.85K
$1.27M
|