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 |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.66K+ 121.4% |
$324K - $405K
|
10.3K
$1.33M
|
|
Apr 07, 2023
Q4 2022
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
5.63KNew |
$323K - $403K
|
5.63K
$728K
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.61K+ 64.68% |
$322K - $402K
|
14.3K
$1.85M
|
|
Jan 19, 2023
Q4 2022
|
Garland Capital Management Inc
|
BUY
|
- |
5.58K+ 11.21% |
$320K - $400K
|
55.4K
$7.16M
|
|
Feb 14, 2023
Q4 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
5.5KNew |
$316K - $394K
|
5.5K
$711K
|
|
Feb 14, 2023
Q4 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
5.5KNew |
$315K - $393K
|
5.5K
$711K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.45K+ 61.18% |
$313K - $390K
|
14.4K
$1.86M
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
5.31KNew |
$305K - $380K
|
5.31K
$687K
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
5.2K+ 4.4% |
$298K - $372K
|
123K
$16M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.13KNew |
$295K - $367K
|
5.13K
$664K
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
5.04KNew |
$289K - $361K
|
5.04K
$652K
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.01KNew |
$288K - $359K
|
5.01K
$648K
|
|
Feb 14, 2023
Q4 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
4.97K+ 40.45% |
$285K - $355K
|
17.2K
$2.23M
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.89K+ 10.45% |
$280K - $350K
|
51.6K
$6.68M
|
|
Feb 13, 2023
Q4 2022
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
4.77K+ 4.73% |
$273K - $341K
|
105K
$13.6M
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
4.74KNew |
$272K - $339K
|
4.74K
$613K
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
4.55KNew |
$261K - $326K
|
4.55K
$588K
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
4.44K+ 48.79% |
$255K - $318K
|
13.5K
$1.75M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.33K+ 3.85% |
$249K - $310K
|
117K
$15.1M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.27KNew |
$245K - $305K
|
4.27K
$552K
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.26KNew |
$244K - $305K
|
4.26K
$551K
|
|
Feb 09, 2023
Q4 2022
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
4.16KNew |
$239K - $298K
|
4.16K
$538K
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
4.02K+ 23.13% |
$231K - $288K
|
21.4K
$2.77M
|
|
Feb 08, 2023
Q4 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
3.7K+ 12.15% |
$212K - $265K
|
34.2K
$4.42M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.66K+ 3.49% |
$210K - $262K
|
108K
$14M
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.55KNew |
$204K - $254K
|
3.55K
$460K
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3.5KNew |
$201K - $251K
|
3.5K
$453K
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
3.46KNew |
$199K - $248K
|
3.46K
$448K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.46K+ 13.23% |
$198K - $248K
|
29.6K
$3.83M
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.4KNew |
$195K - $244K
|
3.4K
$440K
|
|
Feb 13, 2023
Q4 2022
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
3.4K+ 0.94% |
$195K - $243K
|
364K
$47.1M
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.4K+ 13.48% |
$195K - $243K
|
28.6K
$3.7M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.28K+ 13.41% |
$188K - $235K
|
27.7K
$3.58M
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.18K+ 70.55% |
$183K - $228K
|
7.7K
$995K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.18K+ 85.28% |
$182K - $227K
|
6.9K
$892K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.15KNew |
$181K - $226K
|
3.15K
$408K
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.15KNew |
$181K - $225K
|
3.15K
$407K
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.1KNew |
$178K - $222K
|
3.1K
$401K
|
|
Jan 30, 2023
Q4 2022
|
Sarasin & Partners LLP
|
BUY
|
- |
3.05K+ 5.28% |
$175K - $218K
|
60.8K
$7.86M
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.01K+ 8.01% |
$173K - $216K
|
40.6K
$5.25M
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
3K+ 2.39% |
$172K - $215K
|
128K
$16.6M
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
2.98K+ 19.53% |
$171K - $213K
|
18.2K
$2.36M
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.98K+ 3.08% |
$171K - $213K
|
99.5K
$12.9M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.95K+ 46.18% |
$169K - $211K
|
9.32K
$1.21M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.88KNew |
$165K - $206K
|
2.88K
$372K
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
2.86K+ 2.31% |
$164K - $204K
|
126K
$16.3M
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.7K+ 2.99% |
$155K - $193K
|
92.9K
$12M
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.6KNew |
$149K - $186K
|
2.6K
$336K
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.5K+ 66.31% |
$143K - $179K
|
6.27K
$811K
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.42K+ 15.26% |
$139K - $173K
|
18.3K
$2.36M
|