Purchases and Sales Made in Q2 2022 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
728+ 1.95% |
$56.4K - $71.2K
|
38.1K
$5.2M
|
|
Aug 09, 2022
Q2 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
721+ 14.0% |
$55.8K - $70.5K
|
5.87K
$801K
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
718+ 29.05% |
$55.6K - $70.2K
|
3.19K
$435K
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
641+ 12.7% |
$49.6K - $62.7K
|
5.69K
$776K
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
635+ 5.99% |
$49.2K - $62.1K
|
11.2K
$1.53M
|
|
Aug 11, 2022
Q2 2022
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
631+ 4.04% |
$48.9K - $61.7K
|
16.3K
$2.22M
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
611+ 2.93% |
$47.3K - $59.8K
|
21.5K
$2.93M
|
|
Jul 12, 2022
Q2 2022
|
Sara Bay Financial
|
BUY
|
- |
602+ 9.5% |
$46.6K - $58.9K
|
6.94K
$947K
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
537+ 2.81% |
$41.6K - $52.5K
|
19.6K
$2.68M
|
|
Aug 08, 2022
Q2 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
511+ 4.88% |
$39.6K - $50K
|
11K
$1.5M
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
500New |
$38.7K - $48.9K
|
500
$68.2K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
493+ 3.24% |
$38.2K - $48.2K
|
15.7K
$2.15M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
477+ 1.98% |
$36.9K - $46.7K
|
24.6K
$3.35M
|
|
Jul 29, 2022
Q2 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
473+ 1.22% |
$36.6K - $46.3K
|
39.2K
$5.35M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
450+ 46.15% |
$34.9K - $44K
|
1.43K
$194K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
442New |
$34.2K - $43.2K
|
442
$60.3K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
433+ 3.1% |
$33.5K - $42.4K
|
14.4K
$1.96M
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
425+ 12.31% |
$32.9K - $41.6K
|
3.88K
$529K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
424+ 5.93% |
$32.8K - $41.5K
|
7.58K
$1.03M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
413+ 22.2% |
$32K - $40.4K
|
2.27K
$310K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
411+ 0.93% |
$31.8K - $40.2K
|
44.5K
$6.08M
|
|
Jul 19, 2022
Q2 2022
|
Spirit Of America Management Corp
|
BUY
|
- |
400+ 1.83% |
$31K - $39.1K
|
22.2K
$3.03M
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
386+ 2.71% |
$29.9K - $37.8K
|
14.6K
$2M
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
366+ 4.69% |
$28.3K - $35.8K
|
8.18K
$1.12M
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
366+ 1.64% |
$28.3K - $35.8K
|
22.7K
$3.09M
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
353+ 0.29% |
$27.3K - $34.5K
|
122K
$16.7M
|
|
Aug 08, 2022
Q2 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
349+ 16.38% |
$27K - $34.1K
|
2.48K
$338K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
347+ 0.4% |
$26.9K - $33.9K
|
88.2K
$12M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
336+ 11.91% |
$26K - $32.9K
|
3.16K
$431K
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
325New |
$25.2K - $31.8K
|
325
$44.4K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
316+ 22.77% |
$24.5K - $30.9K
|
1.7K
$233K
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
314+ 5.28% |
$24.3K - $30.7K
|
6.27K
$855K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
314+ 24.96% |
$24.3K - $30.7K
|
1.57K
$215K
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
311+ 8.3% |
$24.1K - $30.4K
|
4.06K
$554K
|
|
Jul 08, 2022
Q2 2022
|
Windward Capital Management CO
|
BUY
|
- |
306+ 0.62% |
$23.7K - $29.9K
|
49.4K
$6.75M
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
279+ 3.5% |
$21.6K - $27.3K
|
8.25K
$1.13M
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
277+ 0.61% |
$21.5K - $27.1K
|
45.7K
$6.24M
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
271New |
$21K - $26.5K
|
271
$37K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
251New |
$19.4K - $24.6K
|
251
$34.3K
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
250+ 5.37% |
$19.4K - $24.5K
|
4.91K
$670K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
250+ 10.5% |
$19.4K - $24.5K
|
2.63K
$359K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
244+ 37.71% |
$18.9K - $23.9K
|
891
$122K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
226+ 0.87% |
$17.5K - $22.1K
|
26.3K
$3.59M
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
220+ 27.4% |
$17K - $21.5K
|
1.02K
$140K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
218+ 1.11% |
$16.9K - $21.3K
|
19.8K
$2.71M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
215+ 2.59% |
$16.7K - $21K
|
8.52K
$1.16M
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
197+ 4.25% |
$15.3K - $19.3K
|
4.84K
$660K
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
197+ 5.82% |
$15.3K - $19.3K
|
3.58K
$489K
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
190+ 3.5% |
$14.7K - $18.6K
|
5.61K
$766K
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
189+ 1.44% |
$14.6K - $18.5K
|
13.4K
$1.82M
|