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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-189- 4.39% |
$10.8K - $13.5K
|
4.11K
$544K
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-216- 2.42% |
$12.4K - $15.5K
|
8.72K
$1.15M
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-246- 84.54% |
$14.1K - $17.6K
|
45
$5.95K
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-260- 4.7% |
$14.9K - $18.6K
|
5.27K
$697K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-262- 3.37% |
$15K - $18.8K
|
7.52K
$995K
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-270- 0.44% |
$15.5K - $19.3K
|
61.8K
$8.17M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-300- 1.05% |
$17.2K - $21.5K
|
28.4K
$3.76M
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-304- 5.59% |
$17.4K - $21.8K
|
5.13K
$679K
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-305- 6.72% |
$17.5K - $21.8K
|
4.23K
$560K
|
|
Jan 12, 2023
Q4 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-319- 1.8% |
$18.3K - $22.8K
|
17.4K
$2.3M
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-330- 3.25% |
$18.9K - $23.6K
|
9.81K
$1.3M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-332- 8.58% |
$19K - $23.8K
|
3.54K
$468K
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-342- 0.23% |
$19.6K - $24.5K
|
146K
$19.3M
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-347- 22.75% |
$19.9K - $24.8K
|
1.18K
$156K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-360- 18.63% |
$20.7K - $25.8K
|
1.57K
$208K
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-368- 1.8% |
$21.1K - $26.3K
|
20.1K
$2.66M
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-370- 69.16% |
$21.2K - $26.5K
|
165
$21.8K
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-400- 11.28% |
$22.9K - $28.6K
|
3.15K
$416K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-413- 61.09% |
$23.7K - $29.6K
|
263
$34.8K
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-414- 3.67% |
$23.8K - $29.6K
|
10.9K
$1.44M
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-420- 7.27% |
$24.1K - $30.1K
|
5.36K
$709K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-422- 15.32% |
$24.2K - $30.2K
|
2.33K
$308K
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-424- 0.46% |
$24.3K - $30.3K
|
92.3K
$12.2M
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
SELL
|
- |
-427- 9.38% |
$24.5K - $30.6K
|
4.12K
$545K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-455- 6.16% |
$26.1K - $32.6K
|
6.94K
$917K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-462- 1.22% |
$26.5K - $33.1K
|
37.5K
$4.96M
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-468- 2.81% |
$26.8K - $33.5K
|
16.2K
$2.14M
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-472- 2.05% |
$27.1K - $33.8K
|
22.5K
$2.98M
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-486- 10.64% |
$27.9K - $34.8K
|
4.08K
$540K
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
SELL
|
- |
-495- 2.07% |
$28.4K - $35.4K
|
23.5K
$3.1M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-500- 1.43% |
$28.7K - $35.8K
|
34.4K
$4.55M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-510- 14.28% |
$29.3K - $36.5K
|
3.06K
$405K
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
SELL
|
- |
-558- 4.0% |
$32K - $39.9K
|
13.4K
$1.77M
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-565- 3.57% |
$32.4K - $40.4K
|
15.2K
$2.02M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-566- 2.85% |
$32.5K - $40.5K
|
19.3K
$2.55M
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-583- 0.89% |
$33.4K - $41.7K
|
65.2K
$8.63M
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-617- 15.51% |
$35.4K - $44.2K
|
3.36K
$444K
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-640- 14.47% |
$36.7K - $45.8K
|
3.78K
$500K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-654- 4.9% |
$37.5K - $46.8K
|
12.7K
$1.68M
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-672- 14.8% |
$38.6K - $48.1K
|
3.87K
$512K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-693- 2.49% |
$39.8K - $49.6K
|
27.2K
$3.59M
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 3.01% |
$40.2K - $50.1K
|
22.5K
$2.98M
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-700- 13.23% |
$40.2K - $50.1K
|
4.59K
$607K
|
|
Feb 08, 2023
Q4 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-710- 0.85% |
$40.7K - $50.8K
|
82.8K
$10.9M
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-713- 45.24% |
$40.9K - $51K
|
863
$114K
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-724- 16.77% |
$41.5K - $51.8K
|
3.59K
$475K
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-760- 7.88% |
$43.6K - $54.4K
|
8.88K
$1.17M
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-767- 4.38% |
$44K - $54.9K
|
16.7K
$2.21M
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-772- 2.1% |
$44.3K - $55.3K
|
36K
$4.76M
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-812- 1.66% |
$46.6K - $58.1K
|
48.2K
$6.38M
|