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 13, 2022
Q2 2022
|
Sarasin & Partners LLP
|
BUY
|
- |
185+ 0.33% |
$14.3K - $18.1K
|
56.4K
$7.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
177New |
$13.7K - $17.3K
|
177
$24.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
176+ 22.14% |
$13.6K - $17.2K
|
971
$133K
|
|
|
Aug 04, 2022
Q2 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
175+ 0.88% |
$13.6K - $17.1K
|
20.1K
$2.74M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
170New |
$13.2K - $16.6K
|
170
$23.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
161+ 16.4% |
$12.5K - $15.7K
|
1.14K
$156K
|
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
155+ 1.44% |
$12K - $15.2K
|
10.9K
$1.49M
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
149+ 6.24% |
$11.5K - $14.6K
|
2.54K
$346K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
148New |
$11.5K - $14.5K
|
148
$20.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
146+ 0.21% |
$11.3K - $14.3K
|
71.3K
$9.74M
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
141+ 3.7% |
$10.9K - $13.8K
|
3.95K
$539K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
139+ 3.5% |
$10.8K - $13.6K
|
4.11K
$561K
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
136+ 2.87% |
$10.5K - $13.3K
|
4.87K
$665K
|
|
|
Aug 11, 2022
Q2 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
133+ 17.01% |
$10.3K - $13K
|
915
$125K
|
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
125+ 2.64% |
$9.68K - $12.2K
|
4.86K
$663K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
124New |
$9.6K - $12.1K
|
124
$16.9K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
113New |
$8.75K - $11.1K
|
113
$15.4K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
110+ 0.57% |
$8.52K - $10.8K
|
19.5K
$2.66M
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
100+ 158.73% |
$7.75K - $9.78K
|
163
$22.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100New |
$7.75K - $9.78K
|
100
$13.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
98+ 3.58% |
$7.59K - $9.59K
|
2.84K
$387K
|
|
|
Aug 15, 2022
Q2 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
97+ 2.17% |
$7.51K - $9.49K
|
4.57K
$623K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
90+ 1.62% |
$6.97K - $8.8K
|
5.64K
$770K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
89+ 2.21% |
$6.89K - $8.71K
|
4.12K
$562K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
88+ 45.36% |
$6.82K - $8.61K
|
282
$38.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
82+ 1.3% |
$6.35K - $8.02K
|
6.37K
$870K
|
|
|
Jul 06, 2022
Q2 2022
|
Private Asset Management Inc
|
BUY
|
- |
80+ 0.14% |
$6.2K - $7.83K
|
57.5K
$7.84M
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
80+ 2.7% |
$6.2K - $7.83K
|
3.05K
$416K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
77+ 2.64% |
$5.96K - $7.53K
|
2.99K
$408K
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
76+ 2.29% |
$5.89K - $7.43K
|
3.4K
$463K
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
75+ 3.02% |
$5.81K - $7.34K
|
2.56K
$349K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
75+ 3.22% |
$5.81K - $7.34K
|
2.4K
$328K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
74+ 160.87% |
$5.73K - $7.24K
|
120
$16.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
74+ 21.83% |
$5.73K - $7.24K
|
413
$56.4K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
73+ 12.59% |
$5.65K - $7.14K
|
653
$89.1K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
73+ 1.95% |
$5.65K - $7.14K
|
3.82K
$521K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
63New |
$4.88K - $6.16K
|
63
$8.6K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
60+ 4.29% |
$4.65K - $5.87K
|
1.46K
$199K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
56+ 5.88% |
$4.34K - $5.48K
|
1.01K
$138K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
53+ 0.29% |
$4.1K - $5.18K
|
18K
$2.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
52+ 3.95% |
$4.03K - $5.09K
|
1.37K
$187K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
52+ 44.83% |
$4.03K - $5.09K
|
168
$22.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
51+ 1.55% |
$3.95K - $4.99K
|
3.34K
$456K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
47+ 5.99% |
$3.64K - $4.6K
|
832
$114K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
46New |
$3.56K - $4.5K
|
46
$6.28K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
45New |
$3.49K - $4.4K
|
45
$6.14K
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
44+ 1.83% |
$3.41K - $4.3K
|
2.45K
$334K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
42+ 2.69% |
$3.25K - $4.11K
|
1.6K
$219K
|
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
42+ 0.56% |
$3.25K - $4.11K
|
7.6K
$1.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
41+ 2.69% |
$3.18K - $4.01K
|
1.57K
$214K
|