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 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
910+ 36.03% |
$57.6K - $78.6K
|
3.44K
$428K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
908+ 2.21% |
$57.5K - $78.4K
|
42K
$5.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
874+ 7.46% |
$55.4K - $75.5K
|
12.6K
$1.57M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
837+ 0.48% |
$53K - $72.3K
|
175K
$21.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
826+ 5.5% |
$52.3K - $71.3K
|
15.9K
$1.98M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
812+ 24.98% |
$51.4K - $70.1K
|
4.06K
$506K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
793+ 9.7% |
$50.2K - $68.5K
|
8.97K
$1.12M
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
764+ 2.09% |
$48.4K - $66K
|
37.3K
$4.65M
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
BUY
|
- |
750+ 18.47% |
$47.5K - $64.8K
|
4.81K
$600K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
716+ 16.42% |
$45.3K - $61.8K
|
5.08K
$633K
|
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
698+ 0.57% |
$44.2K - $60.3K
|
123K
$15.3M
|
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
698+ 0.57% |
$44.2K - $60.3K
|
123K
$15.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
698+ 0.57% |
$44.2K - $60.3K
|
123K
$15.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
BUY
|
- |
691+ 0.56% |
$43.8K - $59.7K
|
123K
$15.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Versor Investments LP
|
BUY
|
- |
680+ 1.83% |
$43.1K - $58.7K
|
37.9K
$4.72M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
674+ 0.2% |
$42.7K - $58.2K
|
335K
$41.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
650New |
$41.2K - $56.1K
|
650
$81K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
624+ 19.12% |
$39.5K - $53.9K
|
3.89K
$484K
|
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
621+ 0.49% |
$39.3K - $53.6K
|
126K
$15.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Garland Capital Management Inc
|
BUY
|
- |
590+ 1.2% |
$37.4K - $50.9K
|
49.8K
$6.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
586+ 0.2% |
$37.1K - $50.6K
|
287K
$35.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
574+ 0.69% |
$36.4K - $49.6K
|
83.5K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
562+ 14.23% |
$35.6K - $48.5K
|
4.51K
$562K
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
552+ 985.71% |
$35K - $47.7K
|
608
$75.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
546+ 2.22% |
$34.6K - $47.1K
|
25.1K
$3.13M
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
535+ 8.52% |
$33.9K - $46.2K
|
6.81K
$849K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
531+ 8.76% |
$33.6K - $45.8K
|
6.59K
$822K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
529+ 2.46% |
$33.5K - $45.7K
|
22K
$2.74M
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
513+ 2.13% |
$32.5K - $44.3K
|
24.6K
$3.07M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
500New |
$31.7K - $43.2K
|
500
$62.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
490+ 0.99% |
$31K - $42.3K
|
49.9K
$6.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
464+ 0.26% |
$29.4K - $40.1K
|
180K
$22.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
461+ 1.82% |
$29.2K - $39.8K
|
25.8K
$3.22M
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
448+ 5.59% |
$28.4K - $38.7K
|
8.47K
$1.06M
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
427+ 10.35% |
$27K - $36.9K
|
4.55K
$567K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
413+ 0.66% |
$26.2K - $35.7K
|
63.3K
$7.89M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
404+ 8.6% |
$25.6K - $34.9K
|
5.1K
$636K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
400+ 200.0% |
$25.3K - $34.5K
|
600
$74.8K
|
|
|
Oct 19, 2022
Q3 2022
|
Spirit Of America Management Corp
|
BUY
|
- |
400+ 1.8% |
$25.3K - $34.5K
|
22.6K
$2.82M
|
|
|
Oct 13, 2022
Q3 2022
|
Welch Group, LLC
|
BUY
|
- |
395+ 2.91% |
$25K - $34.1K
|
14K
$1.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
380+ 11.37% |
$24.1K - $32.8K
|
3.72K
$464K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
368+ 37.9% |
$23.3K - $31.8K
|
1.34K
$167K
|
|
|
Oct 14, 2022
Q3 2022
|
Windward Capital Management CO
|
BUY
|
- |
340+ 0.69% |
$21.5K - $29.4K
|
49.8K
$6.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
340New |
$21.5K - $29.4K
|
340
$42.4K
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
330New |
$20.9K - $28.5K
|
330
$41.1K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
320New |
$20.3K - $27.6K
|
320
$39.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
301+ 3.33% |
$19.1K - $26K
|
9.35K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
278+ 8.52% |
$17.6K - $24K
|
3.54K
$441K
|
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
270+ 9.12% |
$17.1K - $23.3K
|
3.23K
$403K
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
265+ 5.44% |
$16.8K - $22.9K
|
5.13K
$640K
|