Purchases and Sales Made in Q3 2022 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-210- 3.74% |
$13.3K - $18.1K
|
5.4K
$673K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-215- 12.62% |
$13.6K - $18.6K
|
1.49K
$186K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-215- 21.02% |
$13.6K - $18.6K
|
808
$101K
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-225- 2.62% |
$14.2K - $19.4K
|
8.35K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-237- 1.4% |
$15K - $20.5K
|
16.7K
$2.08M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-252- 28.28% |
$16K - $21.8K
|
639
$79.6K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-277- 1.77% |
$17.5K - $23.9K
|
15.4K
$1.92M
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-286- 1.46% |
$18.1K - $24.7K
|
19.3K
$2.41M
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-290- 35.15% |
$18.4K - $25K
|
535
$66.7K
|
|
Nov 09, 2022
Q3 2022
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-323- 1.99% |
$20.5K - $27.9K
|
15.9K
$1.99M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-324- 3.44% |
$20.5K - $28K
|
9.09K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-326- 0.26% |
$20.6K - $28.1K
|
126K
$15.7M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-334- 7.32% |
$21.2K - $28.8K
|
4.23K
$527K
|
|
Oct 17, 2022
Q3 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-380- 3.68% |
$24.1K - $32.8K
|
9.94K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-384- 7.32% |
$24.3K - $33.2K
|
4.86K
$606K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-398- 2.05% |
$25.2K - $34.4K
|
19.1K
$2.38M
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-400- 44.44% |
$25.3K - $34.5K
|
500
$62.3K
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-414- 1.62% |
$26.2K - $35.7K
|
25.2K
$3.14M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-420- 0.48% |
$26.6K - $36.3K
|
87.7K
$10.9M
|
|
Nov 03, 2022
Q3 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-423- 21.16% |
$26.8K - $36.5K
|
1.58K
$196K
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-424Closed |
$26.9K - $36.6K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-433- 6.42% |
$27.4K - $37.4K
|
6.31K
$786K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-438- 1.16% |
$27.7K - $37.8K
|
37.2K
$4.63M
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-441- 9.27% |
$27.9K - $38.1K
|
4.32K
$538K
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-457- 14.23% |
$28.9K - $39.5K
|
2.75K
$343K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-459- 35.17% |
$29.1K - $39.6K
|
846
$105K
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-476- 6.28% |
$30.1K - $41.1K
|
7.1K
$885K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-490- 39.68% |
$31K - $42.3K
|
745
$92.9K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-534- 23.49% |
$33.8K - $46.1K
|
1.74K
$217K
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-552- 9.02% |
$35K - $47.7K
|
5.57K
$694K
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-577- 2.44% |
$36.5K - $49.8K
|
23K
$2.87M
|
|
Oct 27, 2022
Q3 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-600- 6.29% |
$38K - $51.8K
|
8.94K
$1.11M
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-620- 47.84% |
$39.3K - $53.5K
|
676
$84.3K
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-650- 11.61% |
$41.2K - $56.1K
|
4.95K
$617K
|
|
Oct 21, 2022
Q3 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-672- 1.07% |
$42.6K - $58K
|
62.1K
$7.74M
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-686- 13.68% |
$43.4K - $59.2K
|
4.33K
$540K
|
|
Nov 14, 2022
Q3 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-700- 0.15% |
$44.3K - $60.4K
|
472K
$58.8M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-751- 7.78% |
$47.6K - $64.8K
|
8.91K
$1.11M
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-850- 0.63% |
$53.8K - $73.4K
|
135K
$16.8M
|
|
Oct 18, 2022
Q3 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-900- 3.73% |
$57K - $77.7K
|
23.2K
$2.9M
|
|
Nov 08, 2022
Q3 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-911- 0.17% |
$57.7K - $78.7K
|
544K
$67.8M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-911- 11.48% |
$57.7K - $78.7K
|
7.03K
$876K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-931- 65.33% |
$59K - $80.4K
|
494
$61.6K
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-949- 82.59% |
$60.1K - $81.9K
|
200
$24.9K
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-952- 10.01% |
$60.3K - $82.2K
|
8.56K
$1.07M
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-984- 78.97% |
$62.3K - $85K
|
262
$32.7K
|
|
Oct 03, 2022
Q3 2022
|
Pensionfund Sabic
|
SELL
|
- |
-1K- 3.81% |
$63.3K - $86.3K
|
25.3K
$3.15M
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.02K- 0.27% |
$64.7K - $88.2K
|
372K
$46.3M
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.05K- 28.04% |
$66.2K - $90.2K
|
2.68K
$334K
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
SELL
|
- |
-1.09K- 10.82% |
$68.8K - $93.9K
|
8.96K
$1.12M
|