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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
1.04K+ 22.88% |
$59.9K - $74.7K
|
5.61K
$765K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.04K+ 20.66% |
$59.4K - $74.2K
|
6.05K
$826K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
1.03K+ 10.37% |
$59.1K - $73.7K
|
11K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.02K+ 4.62% |
$58.2K - $72.7K
|
23K
$3.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1K+ 317.72% |
$57.6K - $71.9K
|
1.32K
$180K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
965+ 10.76% |
$55.4K - $69.1K
|
9.94K
$1.36M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
958+ 24.89% |
$55K - $68.6K
|
4.81K
$656K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
945New |
$54.2K - $67.6K
|
945
$129K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
941+ 11.0% |
$54K - $67.4K
|
9.5K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
928+ 318.9% |
$53.2K - $66.4K
|
1.22K
$166K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
926+ 701.52% |
$53.1K - $66.3K
|
1.06K
$144K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
885+ 22.77% |
$50.8K - $63.3K
|
4.77K
$651K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
833+ 8.79% |
$47.8K - $59.6K
|
10.3K
$1.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
830+ 16.26% |
$47.6K - $59.4K
|
5.93K
$810K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
824+ 1.17% |
$47.3K - $59K
|
71.5K
$9.76M
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
800+ 0.96% |
$45.9K - $57.3K
|
83.9K
$11.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
800+ 2.69% |
$45.9K - $57.3K
|
30.5K
$4.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
794+ 2.13% |
$45.6K - $56.8K
|
38.1K
$5.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
769+ 96.13% |
$44.1K - $55K
|
1.57K
$214K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
762+ 21.17% |
$43.7K - $54.5K
|
4.36K
$595K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
754New |
$43.3K - $54K
|
754
$103K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
747+ 6.76% |
$42.9K - $53.5K
|
11.8K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
745+ 16.73% |
$42.7K - $53.3K
|
5.2K
$710K
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
743+ 0.16% |
$42.6K - $53.2K
|
464K
$63.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
739+ 7.91% |
$42.4K - $52.9K
|
10.1K
$1.38M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
732+ 9.85% |
$42K - $52.4K
|
8.16K
$1.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
700+ 5.99% |
$40.2K - $50.1K
|
12.4K
$1.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
693+ 113.98% |
$39.8K - $49.6K
|
1.3K
$178K
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
670+ 4.01% |
$38.4K - $48K
|
17.4K
$2.37M
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
644+ 9.23% |
$36.9K - $46.1K
|
7.62K
$1.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
623+ 623.0% |
$35.7K - $44.6K
|
723
$98.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
618+ 8.7% |
$35.5K - $44.2K
|
7.72K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
617+ 18.36% |
$35.4K - $44.2K
|
3.98K
$543K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
617New |
$35.4K - $44.2K
|
617
$84.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
609+ 8.29% |
$34.9K - $43.6K
|
7.96K
$1.09M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
600New |
$34.4K - $42.9K
|
600
$81.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
583+ 10.79% |
$33.4K - $41.7K
|
5.98K
$817K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
567+ 56.64% |
$32.5K - $40.6K
|
1.57K
$214K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
565+ 6.31% |
$32.4K - $40.4K
|
9.52K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
551+ 3.07% |
$31.6K - $39.4K
|
18.5K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
546+ 13.41% |
$31.3K - $39.1K
|
4.62K
$630K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
531New |
$30.5K - $38K
|
531
$72.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
528+ 10.28% |
$30.3K - $37.8K
|
5.66K
$773K
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
468New |
$26.8K - $33.5K
|
468
$63.9K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
446+ 4.57% |
$25.6K - $31.9K
|
10.2K
$1.39M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
443+ 11.25% |
$25.4K - $31.7K
|
4.38K
$598K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
428New |
$24.6K - $30.6K
|
428
$58.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
425New |
$24.4K - $30.4K
|
425
$58K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
416+ 3.72% |
$23.9K - $29.8K
|
11.6K
$1.58M
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
410+ 0.33% |
$23.5K - $29.3K
|
123K
$16.8M
|