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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
410+ 0.33% |
$23.5K - $29.3K
|
123K
$15.4M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
410+ 0.33% |
$23.5K - $29.3K
|
123K
$15.4M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
400New |
$22.9K - $28.6K
|
400
$49.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
392+ 21.79% |
$22.5K - $28.1K
|
2.19K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
385+ 10.07% |
$22.1K - $27.6K
|
4.21K
$525K
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
378+ 0.5% |
$21.7K - $27.1K
|
76.7K
$9.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
377+ 188.5% |
$21.6K - $27K
|
577
$72K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
369+ 3.98% |
$21.2K - $26.4K
|
9.64K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
335New |
$19.2K - $24K
|
335
$41.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
306New |
$17.6K - $21.9K
|
306
$38.2K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
300New |
$17.2K - $21.5K
|
300
$37.4K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
300New |
$17.2K - $21.5K
|
300
$37.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
296+ 18.82% |
$17K - $21.2K
|
1.87K
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
285+ 0.83% |
$16.4K - $20.4K
|
34.8K
$4.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
284+ 1.85% |
$16.3K - $20.3K
|
15.7K
$1.95M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
278+ 32.14% |
$15.9K - $19.9K
|
1.14K
$143K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
250+ 1.22% |
$14.3K - $17.9K
|
20.7K
$2.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
243+ 5.0% |
$13.9K - $17.4K
|
5.1K
$637K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
228New |
$13.1K - $16.3K
|
228
$28.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
219+ 6.06% |
$12.6K - $15.7K
|
3.83K
$478K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
218+ 5.37% |
$12.5K - $15.6K
|
4.28K
$534K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
215New |
$12.3K - $15.4K
|
215
$26.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
209+ 3.75% |
$12K - $15K
|
5.78K
$721K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
205+ 1.3% |
$11.8K - $14.7K
|
15.9K
$1.99M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
201New |
$11.5K - $14.4K
|
201
$25.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
195+ 148.85% |
$11.2K - $14K
|
326
$40.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
179New |
$10.3K - $12.8K
|
179
$22.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
178+ 0.22% |
$10.2K - $12.7K
|
79.5K
$9.91M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
175New |
$10K - $12.5K
|
175
$21.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
166+ 4150.0% |
$9.52K - $11.9K
|
170
$21.2K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
165+ 10.29% |
$9.47K - $11.8K
|
1.77K
$221K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
159+ 0.44% |
$9.12K - $11.4K
|
36.4K
$4.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
155+ 4.05% |
$8.89K - $11.1K
|
3.98K
$497K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
154+ 37.93% |
$8.83K - $11K
|
560
$69.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
149+ 1.4% |
$8.55K - $10.7K
|
10.8K
$1.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
146+ 15.45% |
$8.38K - $10.5K
|
1.09K
$136K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
144+ 22.54% |
$8.26K - $10.3K
|
783
$97.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
144New |
$8.26K - $10.3K
|
144
$18K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
135+ 2.22% |
$7.74K - $9.66K
|
6.21K
$774K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
135+ 53.78% |
$7.74K - $9.66K
|
386
$48.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
134+ 2.61% |
$7.69K - $9.59K
|
5.26K
$656K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
127+ 19.27% |
$7.29K - $9.09K
|
786
$98K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
125+ 0.54% |
$7.17K - $8.95K
|
23.2K
$2.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
119+ 2.1% |
$6.83K - $8.52K
|
5.79K
$722K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
119+ 1.41% |
$6.83K - $8.52K
|
8.59K
$1.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
115+ 1.71% |
$6.6K - $8.23K
|
6.82K
$851K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
108New |
$6.2K - $7.73K
|
108
$13.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
105New |
$6.02K - $7.52K
|
105
$13.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
100New |
$5.74K - $7.16K
|
100
$12.5K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
100New |
$5.74K - $7.16K
|
100
$12.5K
|