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 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
100+ 10.0% |
$5.74K - $7.16K
|
1.1K
$144K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100New |
$5.74K - $7.16K
|
100
$13.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
82+ 11.01% |
$4.7K - $5.87K
|
827
$108K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
81New |
$4.65K - $5.8K
|
81
$10.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
80+ 32.0% |
$4.59K - $5.73K
|
330
$43.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
68+ 25.95% |
$3.9K - $4.87K
|
330
$43.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
66+ 20.0% |
$3.79K - $4.72K
|
396
$51.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
66New |
$3.79K - $4.72K
|
66
$8.66K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
59+ 1.57% |
$3.38K - $4.22K
|
3.82K
$500K
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
57+ 1.66% |
$3.27K - $4.08K
|
3.5K
$458K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
54New |
$3.1K - $3.87K
|
54
$7.08K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
53+ 0.1% |
$3.04K - $3.79K
|
52.3K
$6.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
52+ 1.23% |
$2.98K - $3.72K
|
4.29K
$562K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
46+ 2.36% |
$2.64K - $3.29K
|
2K
$262K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
39+ 0.66% |
$2.24K - $2.79K
|
5.93K
$777K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
34New |
$1.95K - $2.43K
|
34
$4.46K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
31+ 0.36% |
$1.78K - $2.22K
|
8.61K
$1.13M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30+ 3.71% |
$1.72K - $2.15K
|
838
$110K
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
28+ 0.39% |
$1.61K - $2K
|
7.23K
$948K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
24New |
$1.38K - $1.72K
|
24
$3.15K
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
21+ 0.03% |
$1.2K - $1.5K
|
61.5K
$8.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
18+ 1800.0% |
$1.03K - $1.29K
|
19
$2.49K
|
|
|
Jan 26, 2023
Q4 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
17+ 0.11% |
$975 - $1.22K
|
16.1K
$2.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
16New |
$918 - $1.15K
|
16
$2.1K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16+ 3.2% |
$918 - $1.15K
|
516
$67.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
15+ 68.18% |
$861 - $1.07K
|
37
$4.85K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
14+ 2.33% |
$803 - $1K
|
614
$80.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 120.0% |
$688 - $859
|
22
$2.89K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10+ 0.92% |
$574 - $716
|
1.1K
$144K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10+ 71.43% |
$574 - $716
|
24
$3.15K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10+ 3.57% |
$574 - $716
|
290
$38K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
9New |
$516 - $644
|
9
$1.18K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
9New |
$516 - $644
|
9
$1.18K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9New |
$516 - $644
|
9
$1.18K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 24.24% |
$459 - $573
|
41
$5.38K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
7+ 0.82% |
$402 - $501
|
861
$113K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5New |
$287 - $358
|
5
$656
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.37% |
$287 - $358
|
1.37K
$180K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5+ 0.11% |
$287 - $358
|
4.75K
$623K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4+ 0.69% |
$229 - $286
|
586
$76.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
3+ 1.52% |
$172 - $215
|
201
$26.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.83% |
$115 - $143
|
244
$32K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.11% |
$57.4 - $71.6
|
933
$122K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.11% |
$57.4 - $71.6
|
932
$122K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
1+ 0.6% |
$57.4 - $71.6
|
169
$22.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.63% |
$57.4 - $71.6
|
161
$21.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.88% |
$57.4 - $71.6
|
115
$15.1K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.07% |
$57.4 - $71.6
|
1.4K
$184K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.28% |
$57.4 - $71.6
|
354
$46.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.17% |
$57.4 - $71.6
|
589
$77.2K
|