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 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
41+ 0.47% |
$3.18K - $4.01K
|
8.68K
$1.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
41+ 2.69% |
$3.18K - $4.01K
|
1.57K
$229K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
40+ 0.07% |
$3.1K - $3.91K
|
58.1K
$8.51M
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
38+ 2.2% |
$2.94K - $3.72K
|
1.77K
$259K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
36+ 1.91% |
$2.79K - $3.52K
|
1.92K
$282K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
35+ 0.24% |
$2.71K - $3.42K
|
14.4K
$2.11M
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
30+ 42.86% |
$2.32K - $2.93K
|
100
$14.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
30+ 0.27% |
$2.32K - $2.93K
|
11.3K
$1.66M
|
|
|
Oct 25, 2024
Q2 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
29+ 0.28% |
$2.25K - $2.84K
|
10.5K
$1.54M
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
27+ 0.29% |
$2.09K - $2.64K
|
9.26K
$1.36M
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27+ 42.86% |
$2.09K - $2.64K
|
90
$13.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
25+ 0.43% |
$1.94K - $2.45K
|
5.84K
$855K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
22+ 1.31% |
$1.7K - $2.15K
|
1.7K
$249K
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
17+ 0.69% |
$1.32K - $1.66K
|
2.5K
$366K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17New |
$1.32K - $1.66K
|
17
$2.49K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
15New |
$1.16K - $1.47K
|
15
$2.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
15+ 0.22% |
$1.16K - $1.47K
|
6.71K
$983K
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
14+ 0.44% |
$1.08K - $1.37K
|
3.21K
$470K
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
13+ 0.45% |
$1.01K - $1.27K
|
2.91K
$427K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 4.09% |
$1.01K - $1.27K
|
331
$48.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12New |
$929 - $1.17K
|
12
$1.76K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 3.57% |
$852 - $1.08K
|
319
$46.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 0.7% |
$852 - $1.08K
|
1.58K
$231K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
9+ 0.28% |
$697 - $880
|
3.26K
$478K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 37.5% |
$697 - $880
|
33
$4.84K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 88.89% |
$620 - $783
|
17
$2.49K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7+ 0.2% |
$542 - $685
|
3.58K
$524K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.3% |
$542 - $685
|
2.38K
$348K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
7+ 0.65% |
$542 - $685
|
1.08K
$158K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5+ 9.8% |
$387 - $489
|
56
$8.21K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 4.07% |
$387 - $489
|
128
$18.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
5+ 0.16% |
$387 - $489
|
3.05K
$446K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5New |
$387 - $489
|
5
$733
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4+ 0.08% |
$310 - $391
|
4.74K
$695K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4+ 0.03% |
$310 - $391
|
15K
$2.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3+ 0.12% |
$232 - $293
|
2.52K
$370K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3+ 0.57% |
$232 - $293
|
528
$77.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3+ 0.11% |
$232 - $293
|
2.7K
$396K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
3+ 13.04% |
$232 - $293
|
26
$3.81K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.7% |
$155 - $196
|
289
$42.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
2+ 0.03% |
$155 - $196
|
7.29K
$1.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.84% |
$155 - $196
|
240
$35.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.04% |
$155 - $196
|
5.29K
$776K
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.64% |
$77.5 - $97.8
|
158
$23.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.17% |
$77.5 - $97.8
|
587
$86K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$77.5 - $97.8
|
1
$147
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.53% |
$77.5 - $97.8
|
186
$27.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$77.5 - $97.8
|
9.24K
$1.35M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 2.5% |
$77.5 - $97.8
|
39
$5.71K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-4- 0.37% |
$310 - $391
|
1.09K
$159K
|