Purchases and Sales Made in Q1 2022 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q1 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 13, 2022
Q1 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
973+ 167.76% |
$77.5K - $95.7K
|
1.55K
$212K
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
973+ 12.81% |
$77.5K - $95.7K
|
8.57K
$1.17M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
965+ 7.91% |
$76.9K - $94.9K
|
13.2K
$1.8M
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
BUY
|
- |
961+ 1.7% |
$76.6K - $94.5K
|
57.4K
$7.83M
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
937+ 15.66% |
$74.7K - $92.1K
|
6.92K
$944K
|
|
May 09, 2022
Q1 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
907+ 4.89% |
$72.3K - $89.2K
|
19.4K
$2.65M
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
900+ 45000.0% |
$71.7K - $88.5K
|
902
$123K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
897+ 3.4% |
$71.5K - $88.2K
|
27.3K
$3.73M
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
895New |
$71.3K - $88K
|
895
$122K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
867+ 11.66% |
$69.1K - $85.2K
|
8.3K
$1.13M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
865New |
$68.9K - $85K
|
865
$118K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
856+ 13.31% |
$68.2K - $84.2K
|
7.29K
$995K
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
836+ 2.61% |
$66.6K - $82.2K
|
32.9K
$4.49M
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
821+ 17.42% |
$65.4K - $80.7K
|
5.53K
$755K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
805+ 29.94% |
$64.1K - $79.1K
|
3.49K
$477K
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
805+ 2.35% |
$64.1K - $79.1K
|
35.1K
$4.79M
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
778+ 0.88% |
$62K - $76.5K
|
88.8K
$12.1M
|
|
Apr 25, 2022
Q1 2022
|
Tobam
|
BUY
|
- |
758+ 53.16% |
$60.4K - $74.5K
|
2.18K
$298K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
743New |
$59.2K - $73K
|
743
$101K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
730New |
$58.2K - $71.8K
|
730
$99.6K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
724+ 23.96% |
$57.7K - $71.2K
|
3.75K
$511K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
683+ 0.4% |
$54.4K - $67.1K
|
172K
$23.5M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
677+ 0.85% |
$53.9K - $66.6K
|
80.1K
$10.9M
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
675+ 21.54% |
$53.8K - $66.4K
|
3.81K
$520K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
612+ 4.19% |
$48.8K - $60.2K
|
15.2K
$2.08M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
555+ 7.93% |
$44.2K - $54.6K
|
7.56K
$1.03M
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
525New |
$41.8K - $51.6K
|
525
$71.7K
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
522+ 11.24% |
$41.6K - $51.3K
|
5.17K
$705K
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
512+ 11.04% |
$40.8K - $50.3K
|
5.15K
$703K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
501+ 19.41% |
$39.9K - $49.3K
|
3.08K
$421K
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
500New |
$39.8K - $49.2K
|
500
$68.2K
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
492+ 10.92% |
$39.2K - $48.4K
|
5K
$682K
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
467+ 10.99% |
$37.2K - $45.9K
|
4.72K
$644K
|
|
Apr 22, 2022
Q1 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
447+ 2.21% |
$35.6K - $43.9K
|
20.7K
$2.83M
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
442New |
$35.2K - $43.5K
|
442
$60.3K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
430+ 86.0% |
$34.3K - $42.3K
|
930
$127K
|
|
May 05, 2022
Q1 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
425+ 0.61% |
$33.9K - $41.8K
|
70.3K
$9.6M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
420+ 3.86% |
$33.5K - $41.3K
|
11.3K
$1.54M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
395+ 4.47% |
$31.5K - $38.8K
|
9.24K
$1.26M
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
387New |
$30.8K - $38K
|
387
$52.8K
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
381+ 5.25% |
$30.4K - $37.5K
|
7.64K
$1.04M
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
379New |
$30.2K - $37.3K
|
379
$51.7K
|
|
May 12, 2022
Q1 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
368+ 1.84% |
$29.3K - $36.2K
|
20.4K
$2.78M
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
357+ 10.99% |
$28.4K - $35.1K
|
3.61K
$492K
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
356+ 7.69% |
$28.4K - $35K
|
4.98K
$680K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
341+ 4.59% |
$27.2K - $33.5K
|
7.77K
$1.06M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
331+ 0.76% |
$26.4K - $32.5K
|
44.1K
$6.02M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
327+ 10.08% |
$26.1K - $32.1K
|
3.57K
$487K
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
314+ 5.57% |
$25K - $30.9K
|
5.95K
$812K
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
312+ 2.29% |
$24.9K - $30.7K
|
14K
$1.9M
|