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 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 0.16% |
$115 - $143
|
1.22K
$152K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5Closed |
$287 - $358
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-9- 50.0% |
$516 - $644
|
9
$1.12K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-10- 2.02% |
$574 - $716
|
486
$60.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-12- 8.05% |
$688 - $859
|
137
$17.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-12- 0.45% |
$688 - $859
|
2.67K
$333K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-12- 0.39% |
$688 - $859
|
3.04K
$379K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-13- 25.49% |
$746 - $931
|
38
$4.74K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-13- 3.85% |
$746 - $931
|
325
$40.5K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-14- 0.21% |
$803 - $1K
|
6.58K
$820K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-16- 0.28% |
$918 - $1.15K
|
5.75K
$718K
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-18- 0.46% |
$1.03K - $1.29K
|
3.86K
$482K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-19- 1.28% |
$1.09K - $1.36K
|
1.47K
$183K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-22- 0.27% |
$1.26K - $1.57K
|
8.22K
$1.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-25- 12.76% |
$1.43K - $1.79K
|
171
$21.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-28- 18.79% |
$1.61K - $2K
|
121
$15.1K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-28- 65.12% |
$1.61K - $2K
|
15
$1.87K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-30- 9.15% |
$1.72K - $2.15K
|
298
$37.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-37- 10.98% |
$2.12K - $2.65K
|
300
$37.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-38- 0.19% |
$2.18K - $2.72K
|
19.9K
$2.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-39- 0.5% |
$2.24K - $2.79K
|
7.76K
$968K
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-40- 0.82% |
$2.29K - $2.86K
|
4.82K
$601K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-41- 0.1% |
$2.35K - $2.93K
|
42K
$5.23M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-41- 0.1% |
$2.35K - $2.93K
|
42K
$5.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42- 0.09% |
$2.41K - $3.01K
|
46.3K
$5.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-43- 91.49% |
$2.47K - $3.08K
|
4
$499
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-50- 52.08% |
$2.87K - $3.58K
|
46
$5.74K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-50- 1.12% |
$2.87K - $3.58K
|
4.4K
$548K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-54- 0.43% |
$3.1K - $3.87K
|
12.5K
$1.56M
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-59- 0.35% |
$3.38K - $4.22K
|
16.6K
$2.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-60- 1.39% |
$3.44K - $4.29K
|
4.24K
$529K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-61- 0.71% |
$3.5K - $4.37K
|
8.53K
$1.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-62- 1.47% |
$3.56K - $4.44K
|
4.17K
$519K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-65- 1.27% |
$3.73K - $4.65K
|
5.04K
$629K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-65- 1.04% |
$3.73K - $4.65K
|
6.19K
$772K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-65- 86.67% |
$3.73K - $4.65K
|
10
$1.25K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-66- 3.8% |
$3.79K - $4.72K
|
1.67K
$209K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-79- 48.77% |
$4.53K - $5.65K
|
83
$10.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-80- 1.62% |
$4.59K - $5.73K
|
4.87K
$607K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-88- 1.18% |
$5.05K - $6.3K
|
7.35K
$917K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-98- 62.42% |
$5.62K - $7.01K
|
59
$7.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-109- 1.22% |
$6.25K - $7.8K
|
8.85K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-114- 7.98% |
$6.54K - $8.16K
|
1.32K
$164K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-123- 0.81% |
$7.06K - $8.8K
|
15.1K
$1.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-127- 9.48% |
$7.29K - $9.09K
|
1.21K
$151K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-148- 0.78% |
$8.49K - $10.6K
|
18.9K
$2.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-155- 2.93% |
$8.89K - $11.1K
|
5.14K
$642K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-160- 0.98% |
$9.18K - $11.5K
|
16.2K
$2.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-161- 19.03% |
$9.24K - $11.5K
|
685
$85.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-183- 13.02% |
$10.5K - $13.1K
|
1.22K
$153K
|