Purchases and Sales Made in Q2 2022 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-154- 33.05% |
$11.9K - $15.1K
|
312
$33.2K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-160- 1.46% |
$12.4K - $15.7K
|
10.8K
$1.15M
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-165- 4.17% |
$12.8K - $16.1K
|
3.79K
$404K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-171- 13.09% |
$13.2K - $16.7K
|
1.14K
$121K
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-177- 0.78% |
$13.7K - $17.3K
|
22.4K
$2.39M
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-180- 1.67% |
$13.9K - $17.6K
|
10.6K
$1.13M
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-184Closed |
$14.3K - $18K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-187- 86.57% |
$14.5K - $18.3K
|
29
$3.09K
|
|
Aug 15, 2022
Q2 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-200- 1.3% |
$15.5K - $19.6K
|
15.2K
$1.61M
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
SELL
|
- |
-204- 1.26% |
$15.8K - $20K
|
16K
$1.71M
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-206- 2.98% |
$16K - $20.2K
|
6.71K
$715K
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-210- 6.12% |
$16.3K - $20.5K
|
3.22K
$343K
|
|
Jul 08, 2022
Q2 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-210- 6.16% |
$16.3K - $20.5K
|
3.2K
$341K
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-227- 0.95% |
$17.6K - $22.2K
|
23.6K
$2.51M
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-232- 1.64% |
$18K - $22.7K
|
13.9K
$1.48M
|
|
Jul 20, 2022
Q2 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-237- 3.92% |
$18.4K - $23.2K
|
5.82K
$619K
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-246- 7.77% |
$19.1K - $24.1K
|
2.92K
$311K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-250- 1.34% |
$19.4K - $24.5K
|
18.4K
$1.96M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-251- 6.67% |
$19.4K - $24.6K
|
3.51K
$374K
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-257- 6.36% |
$19.9K - $25.1K
|
3.78K
$403K
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-258- 9.58% |
$20K - $25.2K
|
2.44K
$259K
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-262- 5.28% |
$20.3K - $25.6K
|
4.7K
$500K
|
|
Jul 25, 2022
Q2 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-263- 1.52% |
$20.4K - $25.7K
|
17K
$1.81M
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-271- 4.14% |
$21K - $26.5K
|
6.28K
$668K
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-275- 0.75% |
$21.3K - $26.9K
|
36.5K
$3.89M
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-275- 2.25% |
$21.3K - $26.9K
|
11.9K
$1.27M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-283- 6.08% |
$21.9K - $27.7K
|
4.37K
$466K
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-287- 3.76% |
$22.2K - $28.1K
|
7.35K
$782K
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-300- 5.88% |
$23.2K - $29.3K
|
4.81K
$512K
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-305- 6.54% |
$23.6K - $29.8K
|
4.36K
$464K
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-315- 3.2% |
$24.4K - $30.8K
|
9.54K
$1.02M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-325- 5.04% |
$25.2K - $31.8K
|
6.12K
$652K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-327- 25.71% |
$25.3K - $32K
|
945
$101K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-342Closed |
$26.5K - $33.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-344- 1.01% |
$26.6K - $33.7K
|
33.7K
$3.59M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-350- 1.45% |
$27.1K - $34.2K
|
23.8K
$2.54M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-367- 4.42% |
$28.4K - $35.9K
|
7.94K
$845K
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-375- 74.11% |
$29K - $36.7K
|
131
$13.9K
|
|
Aug 16, 2022
Q2 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-400- 10.68% |
$31K - $39.1K
|
3.35K
$356K
|
|
Jul 18, 2022
Q2 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-422- 4.53% |
$32.7K - $41.3K
|
8.89K
$947K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-429- 3.85% |
$33.2K - $42K
|
10.7K
$1.14M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-441- 4.37% |
$34.2K - $43.1K
|
9.66K
$1.03M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-449- 0.29% |
$34.8K - $43.9K
|
156K
$16.6M
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-457- 0.4% |
$35.4K - $44.7K
|
115K
$12.2M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-463- 13.17% |
$35.9K - $45.3K
|
3.05K
$325K
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-472- 8.98% |
$36.6K - $46.2K
|
4.78K
$509K
|
|
Aug 15, 2022
Q2 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-500- 1.26% |
$38.7K - $48.9K
|
39.3K
$4.18M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-509- 0.63% |
$39.4K - $49.8K
|
80.7K
$8.59M
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-521Closed |
$40.4K - $51K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-523- 0.83% |
$40.5K - $51.2K
|
62.7K
$6.68M
|