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 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-7- 0.2% |
$542 - $685
|
3.51K
$437K
|
|
|
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
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-10Closed |
$775 - $978
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-10Closed |
$775 - $978
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-11- 20.37% |
$852 - $1.08K
|
43
$5.36K
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-11- 0.27% |
$852 - $1.08K
|
4.12K
$514K
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-17Closed |
$1.32K - $1.66K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-18- 0.56% |
$1.39K - $1.76K
|
3.18K
$397K
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-19- 0.19% |
$1.47K - $1.86K
|
9.94K
$1.24M
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-23- 7.59% |
$1.78K - $2.25K
|
280
$34.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-23- 0.11% |
$1.78K - $2.25K
|
20.6K
$2.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-24- 0.27% |
$1.86K - $2.35K
|
8.96K
$1.12M
|
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-27- 0.91% |
$2.09K - $2.64K
|
2.95K
$368K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-27Closed |
$2.09K - $2.64K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-28- 1.94% |
$2.17K - $2.74K
|
1.41K
$176K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-28- 21.54% |
$2.17K - $2.74K
|
102
$12.7K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-29- 9.09% |
$2.25K - $2.84K
|
290
$36.2K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-29- 2.17% |
$2.25K - $2.84K
|
1.31K
$163K
|
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-32Closed |
$2.48K - $3.13K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-36- 0.23% |
$2.79K - $3.52K
|
15.6K
$1.95M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-37- 2.91% |
$2.87K - $3.62K
|
1.23K
$154K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-41- 0.47% |
$3.18K - $4.01K
|
8.64K
$1.08M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-42- 0.97% |
$3.25K - $4.11K
|
4.28K
$534K
|
|
|
Aug 01, 2022
Q2 2022
|
Oak Thistle LLC
|
SELL
|
- |
-43- 1.37% |
$3.33K - $4.21K
|
3.09K
$386K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-44- 22.92% |
$3.41K - $4.3K
|
148
$18.5K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-45- 10.39% |
$3.49K - $4.4K
|
388
$48.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-50- 0.51% |
$3.87K - $4.89K
|
9.84K
$1.23M
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 16.67% |
$3.87K - $4.89K
|
250
$31.2K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-50Closed |
$3.87K - $4.89K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-50- 0.58% |
$3.87K - $4.89K
|
8.58K
$1.07M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-50Closed |
$3.87K - $4.89K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-54- 1.17% |
$4.18K - $5.28K
|
4.56K
$569K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-56- 1.2% |
$4.34K - $5.48K
|
4.59K
$573K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-58- 14.08% |
$4.49K - $5.67K
|
354
$44.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-60- 1.99% |
$4.65K - $5.87K
|
2.96K
$369K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-64- 5.2% |
$4.96K - $6.26K
|
1.17K
$146K
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-65- 32.5% |
$5.03K - $6.36K
|
135
$16.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-66Closed |
$5.11K - $6.46K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-70- 5.12% |
$5.42K - $6.85K
|
1.3K
$162K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-82- 3.97% |
$6.35K - $8.02K
|
1.98K
$247K
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-85- 1.08% |
$6.58K - $8.31K
|
7.76K
$968K
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-88- 0.95% |
$6.82K - $8.61K
|
9.2K
$1.15M
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
SELL
|
- |
-95- 5.7% |
$7.36K - $9.29K
|
1.57K
$196K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-97- 8.0% |
$7.51K - $9.49K
|
1.12K
$139K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-100- 2.84% |
$7.75K - $9.78K
|
3.42K
$427K
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-107- 2.79% |
$8.29K - $10.5K
|
3.73K
$465K
|
|
|
Aug 04, 2022
Q2 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-110- 0.54% |
$8.52K - $10.8K
|
20.2K
$2.53M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-117- 13.16% |
$9.06K - $11.4K
|
772
$96.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-125- 45.62% |
$9.68K - $12.2K
|
149
$18.6K
|