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
|
D.A. Davidson & Co.
|
BUY
|
- |
42+ 0.21% |
$2.66K - $3.63K
|
19.9K
$2.98M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
40+ 1.06% |
$2.53K - $3.45K
|
3.82K
$573K
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
39+ 15.48% |
$2.47K - $3.37K
|
291
$43.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
39+ 0.22% |
$2.47K - $3.37K
|
17.4K
$2.61M
|
|
|
Oct 18, 2022
Q3 2022
|
Sara Bay Financial
|
BUY
|
- |
38+ 0.55% |
$2.41K - $3.28K
|
6.97K
$1.04M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
36+ 1.12% |
$2.28K - $3.11K
|
3.26K
$488K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
32+ 1.81% |
$2.03K - $2.76K
|
1.8K
$270K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
30+ 2.26% |
$1.9K - $2.59K
|
1.36K
$203K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
29+ 0.63% |
$1.84K - $2.5K
|
4.62K
$692K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
28+ 1.46% |
$1.77K - $2.42K
|
1.95K
$292K
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
28+ 0.25% |
$1.77K - $2.42K
|
11.3K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
27New |
$1.71K - $2.33K
|
27
$4.05K
|
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
27+ 0.08% |
$1.71K - $2.33K
|
34.2K
$5.13M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
25+ 8.01% |
$1.58K - $2.16K
|
337
$50.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
23+ 0.22% |
$1.46K - $1.99K
|
10.6K
$1.59M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22New |
$1.39K - $1.9K
|
22
$3.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
21+ 44.68% |
$1.33K - $1.81K
|
68
$10.2K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
18+ 0.47% |
$1.14K - $1.55K
|
3.88K
$582K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
15+ 53.57% |
$950 - $1.3K
|
43
$6.44K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
14+ 0.07% |
$887 - $1.21K
|
19.9K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
12+ 0.76% |
$760 - $1.04K
|
1.59K
$238K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
12+ 30.77% |
$760 - $1.04K
|
51
$7.64K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
12+ 0.43% |
$760 - $1.04K
|
2.82K
$423K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
11+ 9.17% |
$697 - $950
|
131
$19.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
9+ 100.0% |
$570 - $777
|
18
$2.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
9+ 0.83% |
$570 - $777
|
1.09K
$163K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.29% |
$443 - $604
|
2.39K
$357K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 2.11% |
$443 - $604
|
338
$50.6K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 0.92% |
$380 - $518
|
659
$98.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5+ 0.11% |
$317 - $432
|
4.75K
$711K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4+ 0.04% |
$253 - $345
|
9.24K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 9.3% |
$253 - $345
|
47
$7.04K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4+ 9.3% |
$253 - $345
|
47
$7.04K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.04% |
$190 - $259
|
6.72K
$1.01M
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 1.27% |
$127 - $173
|
160
$24K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.69% |
$127 - $173
|
291
$43.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.83% |
$127 - $173
|
242
$36.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.08% |
$63.3 - $86.3
|
1.24K
$185K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.68% |
$63.3 - $86.3
|
149
$22.3K
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1+ 0.01% |
$63.3 - $86.3
|
6.71K
$1M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.2% |
$63.3 - $86.3
|
496
$74.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.17% |
$63.3 - $86.3
|
588
$88.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.88% |
$63.3 - $86.3
|
114
$17.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2- 16.67% |
$127 - $173
|
10
$1.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6- 0.42% |
$380 - $518
|
1.41K
$211K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-6- 5.88% |
$380 - $518
|
96
$14.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-7- 5.34% |
$443 - $604
|
124
$18.6K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-10- 9.09% |
$633 - $863
|
100
$15K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-13- 0.16% |
$823 - $1.12K
|
8.24K
$1.23M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-13- 1.68% |
$823 - $1.12K
|
759
$114K
|