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 |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
36+ 1.91% |
$2.79K - $3.52K
|
1.92K
$204K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
35+ 0.24% |
$2.71K - $3.42K
|
14.4K
$1.52M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
30+ 0.27% |
$2.32K - $2.93K
|
11.3K
$1.2M
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
30+ 42.86% |
$2.32K - $2.93K
|
100
$10.6K
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
27+ 0.29% |
$2.09K - $2.64K
|
9.26K
$981K
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27+ 42.86% |
$2.09K - $2.64K
|
90
$9.54K
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
25+ 0.43% |
$1.94K - $2.45K
|
5.84K
$619K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
22+ 1.31% |
$1.7K - $2.15K
|
1.7K
$180K
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
17+ 0.69% |
$1.32K - $1.66K
|
2.5K
$264K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17New |
$1.32K - $1.66K
|
17
$1.8K
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
15+ 0.22% |
$1.16K - $1.47K
|
6.71K
$711K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
15New |
$1.16K - $1.47K
|
15
$1.59K
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
14+ 0.44% |
$1.08K - $1.37K
|
3.21K
$340K
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
13+ 0.45% |
$1.01K - $1.27K
|
2.91K
$309K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 4.09% |
$1.01K - $1.27K
|
331
$35.1K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12New |
$929 - $1.17K
|
12
$1.27K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 0.7% |
$852 - $1.08K
|
1.58K
$167K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 3.57% |
$852 - $1.08K
|
319
$33.8K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
9+ 0.28% |
$697 - $880
|
3.26K
$346K
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 37.5% |
$697 - $880
|
33
$3.5K
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 88.89% |
$620 - $783
|
17
$1.8K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.3% |
$542 - $685
|
2.38K
$252K
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
7+ 0.65% |
$542 - $685
|
1.08K
$114K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7+ 0.2% |
$542 - $685
|
3.58K
$379K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5New |
$387 - $489
|
5
$530
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
5+ 0.16% |
$387 - $489
|
3.05K
$323K
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 4.07% |
$387 - $489
|
128
$13.6K
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5+ 9.8% |
$387 - $489
|
56
$5.93K
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4+ 0.03% |
$310 - $391
|
15K
$1.59M
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4+ 0.08% |
$310 - $391
|
4.74K
$502K
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3+ 0.57% |
$232 - $293
|
528
$56K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
3+ 13.04% |
$232 - $293
|
26
$2.76K
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3+ 0.11% |
$232 - $293
|
2.7K
$286K
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3+ 0.12% |
$232 - $293
|
2.52K
$267K
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.84% |
$155 - $196
|
240
$25.4K
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.7% |
$155 - $196
|
289
$30.6K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.04% |
$155 - $196
|
5.29K
$561K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
2+ 0.03% |
$155 - $196
|
7.29K
$772K
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.64% |
$77.5 - $97.8
|
158
$16.7K
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.17% |
$77.5 - $97.8
|
587
$62.2K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$77.5 - $97.8
|
1
$106
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.53% |
$77.5 - $97.8
|
186
$19.7K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 2.5% |
$77.5 - $97.8
|
39
$4.13K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$77.5 - $97.8
|
9.24K
$979K
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-4- 0.37% |
$310 - $391
|
1.09K
$115K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.11% |
$310 - $391
|
3.66K
$388K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5- 0.02% |
$387 - $489
|
32.9K
$3.48M
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-7- 0.2% |
$542 - $685
|
3.51K
$372K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-8Closed |
$620 - $783
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-9Closed |
$697 - $880
|
0
$0
|