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 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
265+ 5.44% |
$16.8K - $22.9K
|
5.13K
$782K
|
|
|
Dec 02, 2022
Q3 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
260+ 4.47% |
$16.5K - $22.4K
|
6.08K
$925K
|
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
258+ 0.22% |
$16.3K - $22.3K
|
118K
$18M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
250+ 6.99% |
$15.8K - $21.6K
|
3.83K
$583K
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
250+ 2.29% |
$15.8K - $21.6K
|
11.2K
$1.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
242+ 6.34% |
$15.3K - $20.9K
|
4.06K
$618K
|
|
|
Nov 08, 2022
Q3 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
232+ 1.15% |
$14.7K - $20K
|
20.5K
$3.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
231+ 1.5% |
$14.6K - $19.9K
|
15.6K
$2.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
230+ 6.24% |
$14.6K - $19.9K
|
3.91K
$596K
|
|
|
Oct 18, 2022
Q3 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
223+ 30.89% |
$14.1K - $19.3K
|
945
$144K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
221+ 1.42% |
$14K - $19.1K
|
15.8K
$2.41M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
211+ 5.77% |
$13.4K - $18.2K
|
3.87K
$589K
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
201+ 2.64% |
$12.7K - $17.4K
|
7.8K
$1.19M
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
200+ 2.01% |
$12.7K - $17.3K
|
10.1K
$1.54M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
199+ 3.99% |
$12.6K - $17.2K
|
5.19K
$790K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
177+ 3.66% |
$11.2K - $15.3K
|
5.01K
$763K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
176+ 2.43% |
$11.1K - $15.2K
|
7.43K
$1.13M
|
|
|
Nov 15, 2022
Q3 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
175+ 1.1% |
$11.1K - $15.1K
|
16.1K
$2.45M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
173+ 123.57% |
$11K - $14.9K
|
313
$47.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
165+ 2.92% |
$10.4K - $14.2K
|
5.81K
$884K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
162+ 0.62% |
$10.3K - $14K
|
26.5K
$4.03M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
160+ 94.12% |
$10.1K - $13.8K
|
330
$50.2K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
150+ 1.26% |
$9.5K - $13K
|
12.1K
$1.84M
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
146+ 1.73% |
$9.25K - $12.6K
|
8.58K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
139+ 0.14% |
$8.8K - $12K
|
96.2K
$14.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
139+ 0.04% |
$8.8K - $12K
|
347K
$52.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
130+ 69.89% |
$8.23K - $11.2K
|
316
$48.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
127+ 2.66% |
$8.04K - $11K
|
4.91K
$747K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
125+ 1.94% |
$7.92K - $10.8K
|
6.58K
$1M
|
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
120+ 0.17% |
$7.6K - $10.4K
|
71K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
118+ 1.88% |
$7.47K - $10.2K
|
6.38K
$972K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
104+ 0.99% |
$6.59K - $8.98K
|
10.6K
$1.62M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
103+ 1.41% |
$6.52K - $8.89K
|
7.39K
$1.13M
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
101+ 3.15% |
$6.4K - $8.72K
|
3.31K
$504K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
100New |
$6.33K - $8.63K
|
100
$15.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
100+ 2.58% |
$6.33K - $8.63K
|
3.98K
$605K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
94+ 8.66% |
$5.95K - $8.12K
|
1.18K
$180K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
90+ 8.07% |
$5.7K - $7.77K
|
1.21K
$183K
|
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
90+ 0.58% |
$5.7K - $7.77K
|
15.6K
$2.37M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
80+ 2.53% |
$5.07K - $6.91K
|
3.24K
$493K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
71+ 7.63% |
$4.5K - $6.13K
|
1K
$152K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
67+ 74.44% |
$4.24K - $5.78K
|
157
$23.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
63New |
$3.99K - $5.44K
|
63
$9.59K
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
55+ 0.5% |
$3.48K - $4.75K
|
11K
$1.68M
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
54+ 10.23% |
$3.42K - $4.66K
|
582
$88.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
52+ 0.99% |
$3.29K - $4.49K
|
5.3K
$807K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
50+ 30.67% |
$3.17K - $4.32K
|
213
$32.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
46+ 16.31% |
$2.91K - $3.97K
|
328
$49.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46+ 0.09% |
$2.91K - $3.97K
|
52.2K
$7.95M
|
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
43+ 1.27% |
$2.72K - $3.71K
|
3.44K
$523K
|