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 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
2.33K+ 11.65% |
$134K - $167K
|
22.4K
$2.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Lgt Group Foundation
|
BUY
|
- |
2.22K+ 42.29% |
$127K - $159K
|
7.47K
$966K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.2KNew |
$126K - $158K
|
2.2K
$285K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.15KNew |
$124K - $154K
|
2.15K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.15K+ 33.68% |
$123K - $154K
|
8.53K
$1.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.04K+ 64.95% |
$117K - $146K
|
5.19K
$671K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.01K+ 7.57% |
$115K - $144K
|
28.5K
$3.69M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.94K+ 26.28% |
$111K - $139K
|
9.34K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.93K+ 15.45% |
$111K - $138K
|
14.4K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Uss Investment Management LTD
|
BUY
|
- |
1.88K+ 2.02% |
$108K - $134K
|
94.8K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.87K+ 7.04% |
$107K - $134K
|
28.4K
$3.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.85K+ 5.28% |
$106K - $132K
|
36.8K
$4.76M
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
1.84K+ 27.36% |
$106K - $132K
|
8.58K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.84K+ 4.76% |
$106K - $132K
|
40.5K
$5.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.78K+ 5.21% |
$102K - $127K
|
35.9K
$4.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.74KNew |
$100K - $125K
|
1.74K
$225K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.74K+ 42.78% |
$99.7K - $124K
|
5.8K
$750K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.71K+ 1.35% |
$98K - $122K
|
128K
$16.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
1.66K+ 27.39% |
$95.5K - $119K
|
7.74K
$1M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.64K+ 65.64% |
$93.9K - $117K
|
4.13K
$534K
|
|
|
Jan 26, 2023
Q4 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.6K+ 6.5% |
$91.8K - $115K
|
26.2K
$3.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.6KNew |
$91.8K - $115K
|
1.6K
$207K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.57K+ 2.4% |
$90.2K - $113K
|
67.1K
$8.68M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.57K+ 6.42% |
$90K - $112K
|
26K
$3.36M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.56K+ 47.23% |
$89.7K - $112K
|
4.87K
$630K
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
1.55K+ 12.21% |
$88.8K - $111K
|
14.2K
$1.84M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.49K+ 27.51% |
$85.5K - $107K
|
6.91K
$893K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.48K+ 26.5% |
$85.1K - $106K
|
7.09K
$916K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.47KNew |
$84.3K - $105K
|
1.47K
$190K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.47K+ 179.22% |
$84.1K - $105K
|
2.28K
$295K
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.47K+ 2.72% |
$84.1K - $105K
|
55.3K
$7.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.46K+ 15.82% |
$83.9K - $105K
|
10.7K
$1.38M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.46K+ 1.2% |
$83.8K - $105K
|
123K
$16M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.44K+ 38.14% |
$82.6K - $103K
|
5.21K
$674K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.42KNew |
$81.2K - $101K
|
1.42K
$183K
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.42K+ 43.79% |
$81.2K - $101K
|
4.65K
$601K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.33K+ 35.57% |
$76.1K - $94.9K
|
5.05K
$654K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 23.11% |
$75.4K - $94.1K
|
7K
$906K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
1.24KNew |
$71.3K - $88.9K
|
1.24K
$161K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.21K+ 4.39% |
$69.4K - $86.6K
|
28.8K
$3.73M
|
|
|
Oct 18, 2024
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.21K+ 0.89% |
$69.4K - $86.5K
|
138K
$17.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.21K+ 0.89% |
$69.4K - $86.5K
|
138K
$17.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.18K+ 4.57% |
$67.6K - $84.4K
|
27K
$3.49M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 23.71% |
$66.8K - $83.3K
|
6.07K
$785K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.15K+ 1.34% |
$66.1K - $82.5K
|
87K
$11.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
1.14K+ 3.03% |
$65.6K - $81.9K
|
38.8K
$5.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.12K+ 23.04% |
$64K - $79.9K
|
5.96K
$771K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.09K+ 8.9% |
$62.6K - $78.1K
|
13.3K
$1.73M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.08K+ 20.86% |
$62.1K - $77.5K
|
6.28K
$812K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.08K+ 11.69% |
$61.9K - $77.2K
|
10.3K
$1.33M
|