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, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-15- 3.56% |
$950 - $1.3K
|
406
$60.8K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-18- 0.1% |
$1.14K - $1.55K
|
18.4K
$2.76M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-20- 76.92% |
$1.27K - $1.73K
|
6
$899
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20- 1.68% |
$1.27K - $1.73K
|
1.17K
$176K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-25- 0.69% |
$1.58K - $2.16K
|
3.6K
$539K
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-27- 0.29% |
$1.71K - $2.33K
|
9.23K
$1.38M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-31- 48.44% |
$1.96K - $2.68K
|
33
$4.94K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-32- 0.14% |
$2.03K - $2.76K
|
22.4K
$3.36M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-32- 3.85% |
$2.03K - $2.76K
|
800
$120K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-35- 9.02% |
$2.22K - $3.02K
|
353
$52.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40- 2.56% |
$2.53K - $3.45K
|
1.53K
$229K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-40- 1.17% |
$2.53K - $3.45K
|
3.38K
$507K
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-44- 0.45% |
$2.79K - $3.8K
|
9.75K
$1.46M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-47- 1.1% |
$2.98K - $4.06K
|
4.24K
$635K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-48- 32.43% |
$3.04K - $4.14K
|
100
$15K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-49- 2.47% |
$3.1K - $4.23K
|
1.93K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-50- 0.33% |
$3.17K - $4.32K
|
15.1K
$2.27M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-51- 0.79% |
$3.23K - $4.4K
|
6.38K
$956K
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-55- 0.33% |
$3.48K - $4.75K
|
16.7K
$2.49M
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-58- 3.97% |
$3.67K - $5.01K
|
1.4K
$210K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-60- 0.65% |
$3.8K - $5.18K
|
9.14K
$1.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-69- 21.63% |
$4.37K - $5.96K
|
250
$37.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-69- 1.18% |
$4.37K - $5.96K
|
5.77K
$864K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-70- 1.6% |
$4.43K - $6.04K
|
4.3K
$645K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-71- 94.67% |
$4.5K - $6.13K
|
4
$599
|
|
|
Nov 09, 2022
Q3 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-75- 0.83% |
$4.75K - $6.48K
|
8.97K
$1.34M
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-75- 1.96% |
$4.75K - $6.48K
|
3.76K
$563K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-88- 1.55% |
$5.57K - $7.6K
|
5.6K
$839K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-93- 8.15% |
$5.89K - $8.03K
|
1.05K
$157K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-98- 2.23% |
$6.21K - $8.46K
|
4.3K
$645K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-99- 2.82% |
$6.27K - $8.55K
|
3.41K
$512K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 0.6% |
$6.33K - $8.63K
|
16.5K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-106- 0.53% |
$6.71K - $9.15K
|
20K
$2.99M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-120- 1.88% |
$7.6K - $10.4K
|
6.25K
$937K
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-122- 1.63% |
$7.73K - $10.5K
|
7.35K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-130- 2.84% |
$8.23K - $11.2K
|
4.45K
$667K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-141- 2.32% |
$8.93K - $12.2K
|
5.93K
$889K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-143- 9.1% |
$9.06K - $12.3K
|
1.43K
$214K
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-150- 0.23% |
$9.5K - $13K
|
65.8K
$9.86M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-150- 0.34% |
$9.5K - $13K
|
44.4K
$6.65M
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-150- 0.26% |
$9.5K - $13K
|
57.9K
$8.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-160- 2.74% |
$10.1K - $13.8K
|
5.67K
$850K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-168- 3.17% |
$10.6K - $14.5K
|
5.13K
$768K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-177- 1.11% |
$11.2K - $15.3K
|
15.8K
$2.37M
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-177- 2.32% |
$11.2K - $15.3K
|
7.44K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-182- 4.42% |
$11.5K - $15.7K
|
3.94K
$590K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-183- 1.16% |
$11.6K - $15.8K
|
15.5K
$2.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-184- 4.63% |
$11.7K - $15.9K
|
3.79K
$568K
|
|
|
Oct 07, 2022
Q3 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-200- 2.03% |
$12.7K - $17.3K
|
9.64K
$1.44M
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
SELL
|
- |
-203- 2.93% |
$12.9K - $17.5K
|
6.74K
$1.01M
|