Purchases and Sales Made in Q4 2022 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-848- 16.28% |
$48.6K - $60.7K
|
4.36K
$564K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-875- 13.29% |
$50.2K - $62.6K
|
5.71K
$738K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-884- 5.69% |
$50.7K - $63.3K
|
14.7K
$1.9M
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-982- 3.66% |
$56.3K - $70.3K
|
25.8K
$3.34M
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1K- 9.88% |
$57.4K - $71.6K
|
9.13K
$1.18M
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.15K- 40.69% |
$65.9K - $82.2K
|
1.67K
$216K
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-1.22K- 9.85% |
$70K - $87.3K
|
11.2K
$1.44M
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-1.24K- 6.39% |
$70.9K - $88.5K
|
18.1K
$2.34M
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.25K- 2.03% |
$71.7K - $89.5K
|
60.3K
$7.79M
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.26K- 21.25% |
$72.5K - $90.5K
|
4.69K
$606K
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.27K- 6.36% |
$72.6K - $90.5K
|
18.6K
$2.41M
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.36K- 81.49% |
$78K - $97.3K
|
309
$40K
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.43K- 7.74% |
$81.8K - $102K
|
17K
$2.2M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.49K- 16.34% |
$85.2K - $106K
|
7.6K
$983K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.5K- 1.71% |
$86.1K - $107K
|
86.2K
$11.2M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.52K- 4.81% |
$87.4K - $109K
|
30.2K
$3.9M
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.54K- 40.83% |
$88.4K - $110K
|
2.23K
$289K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.56K- 17.71% |
$89.5K - $112K
|
7.25K
$938K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.56K- 1.86% |
$89.7K - $112K
|
82.5K
$10.7M
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 23.19% |
$91.7K - $114K
|
5.3K
$685K
|
|
May 19, 2023
Q4 2022
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-1.68K- 12.99% |
$96.4K - $120K
|
11.3K
$1.46M
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.68K- 26.32% |
$96.4K - $120K
|
4.7K
$608K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.68K- 74.28% |
$96.4K - $120K
|
582
$75.3K
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.77K- 10.14% |
$101K - $126K
|
15.7K
$2.02M
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.88K- 20.57% |
$108K - $135K
|
7.26K
$939K
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-1.94K- 0.73% |
$111K - $139K
|
262K
$33.9M
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-1.97K- 3.56% |
$113K - $141K
|
53.3K
$6.9M
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-2K- 16.54% |
$115K - $143K
|
10.1K
$1.31M
|
|
Jan 03, 2023
Q4 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-2K- 3.46% |
$115K - $143K
|
55.8K
$7.21M
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.03K- 6.61% |
$116K - $145K
|
28.7K
$3.71M
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.14K- 74.54% |
$123K - $153K
|
732
$94.7K
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.15K- 13.6% |
$123K - $154K
|
13.7K
$1.77M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-2.19K- 10.69% |
$126K - $157K
|
18.3K
$2.37M
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.23K- 18.44% |
$128K - $159K
|
9.84K
$1.27M
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.23K- 0.42% |
$128K - $160K
|
534K
$69.1M
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-2.31K- 14.58% |
$132K - $165K
|
13.5K
$1.75M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-2.4K- 13.95% |
$138K - $172K
|
14.8K
$1.92M
|
|
Feb 14, 2023
Q4 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2.49K- 2.04% |
$143K - $178K
|
119K
$15.4M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.49K- 1.5% |
$143K - $178K
|
163K
$21.1M
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.53K- 34.36% |
$145K - $181K
|
4.83K
$624K
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-2.69K- 29.62% |
$154K - $193K
|
6.4K
$827K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.71K- 71.43% |
$155K - $194K
|
1.08K
$140K
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-2.76K- 11.61% |
$158K - $197K
|
21K
$2.71M
|
|
Feb 13, 2023
Q4 2022
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-2.78K- 9.19% |
$159K - $199K
|
27.5K
$3.55M
|
|
Feb 09, 2023
Q4 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-2.8K- 0.85% |
$161K - $200K
|
326K
$42.2M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.82K- 15.36% |
$162K - $202K
|
15.5K
$2.01M
|
|
Feb 13, 2023
Q4 2022
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-2.85K- 5.77% |
$164K - $204K
|
46.5K
$6.02M
|
|
Jan 25, 2023
Q4 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-2.96K- 8.63% |
$170K - $212K
|
31.3K
$4.05M
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.99K- 6.93% |
$171K - $214K
|
40.1K
$5.19M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.08K- 2.46% |
$177K - $220K
|
122K
$15.8M
|