Purchases and Sales Made in Q1 2021 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q1 2021. 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 |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
6.76K+ 12.6% |
$404K - $504K
|
60.4K
$6.4M
|
|
May 17, 2021
Q1 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
6.71K+ 38.48% |
$401K - $500K
|
24.2K
$2.56M
|
|
Apr 20, 2021
Q1 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
6.65KNew |
$398K - $496K
|
6.65K
$705K
|
|
May 14, 2021
Q1 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.59K+ 6.5% |
$394K - $491K
|
108K
$11.4M
|
|
Mar 22, 2023
Q1 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.59K+ 6.5% |
$394K - $491K
|
108K
$11.4M
|
|
May 11, 2021
Q1 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
6.38K+ 7.9% |
$382K - $476K
|
87.1K
$9.23M
|
|
May 10, 2021
Q1 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
6.3KNew |
$377K - $470K
|
6.3K
$668K
|
|
May 05, 2021
Q1 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
6.15K+ 15.17% |
$368K - $459K
|
46.7K
$4.95M
|
|
May 11, 2021
Q1 2021
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
6K+ 7.49% |
$359K - $447K
|
86.1K
$9.12M
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.94K+ 23.28% |
$355K - $443K
|
31.5K
$3.33M
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.73K+ 119.67% |
$343K - $427K
|
10.5K
$1.12M
|
|
May 03, 2021
Q1 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.71K+ 1.29% |
$342K - $426K
|
450K
$47.7M
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.51K+ 55.26% |
$329K - $410K
|
15.5K
$1.64M
|
|
May 14, 2021
Q1 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.5K+ 37.19% |
$329K - $410K
|
20.3K
$2.15M
|
|
May 13, 2021
Q1 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.17K+ 57.21% |
$309K - $386K
|
14.2K
$1.51M
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5.13K+ 36.66% |
$307K - $382K
|
19.1K
$2.03M
|
|
Apr 30, 2021
Q1 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.07KNew |
$303K - $378K
|
5.07K
$537K
|
|
May 17, 2021
Q1 2021
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
4.98KNew |
$297K - $371K
|
4.98K
$527K
|
|
May 14, 2021
Q1 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
4.92KNew |
$294K - $366K
|
4.92K
$521K
|
|
May 12, 2021
Q1 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.9KNew |
$293K - $365K
|
4.9K
$519K
|
|
May 14, 2021
Q1 2021
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
4.19K+ 5.07% |
$251K - $313K
|
86.9K
$9.21M
|
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.1KNew |
$245K - $306K
|
4.1K
$434K
|
|
May 12, 2021
Q1 2021
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
4.05K+ 0.76% |
$242K - $302K
|
540K
$57.2M
|
|
Apr 15, 2021
Q1 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
3.74KNew |
$224K - $279K
|
3.74K
$397K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.72KNew |
$222K - $277K
|
3.72K
$394K
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.67KNew |
$220K - $274K
|
3.67K
$389K
|
|
May 14, 2021
Q1 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.56KNew |
$213K - $265K
|
3.56K
$377K
|
|
May 17, 2021
Q1 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3.55K+ 15.58% |
$212K - $264K
|
26.3K
$2.79M
|
|
May 14, 2021
Q1 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.51KNew |
$210K - $261K
|
3.51K
$372K
|
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.5KNew |
$209K - $261K
|
3.5K
$371K
|
|
Apr 28, 2021
Q1 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.34K+ 77.53% |
$200K - $249K
|
7.65K
$810K
|
|
May 17, 2021
Q1 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.25KNew |
$194K - $242K
|
3.25K
$344K
|
|
May 03, 2021
Q1 2021
|
Sfmg, LLC
|
BUY
|
- |
3.21KNew |
$192K - $239K
|
3.21K
$340K
|
|
May 13, 2021
Q1 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.17K+ 1.37% |
$189K - $236K
|
235K
$24.9M
|
|
May 17, 2021
Q1 2021
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
3.16K+ 19.5% |
$189K - $236K
|
19.4K
$2.05M
|
|
May 11, 2021
Q1 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.12KNew |
$187K - $233K
|
3.12K
$331K
|
|
Apr 20, 2021
Q1 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3.08KNew |
$184K - $230K
|
3.08K
$327K
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.06KNew |
$183K - $228K
|
3.06K
$324K
|
|
Apr 12, 2021
Q1 2021
|
Calamos Advisors LLC
|
BUY
|
- |
3K+ 3.19% |
$179K - $224K
|
97.1K
$10.3M
|
|
May 21, 2021
Q1 2021
|
Stonnington Group, LLC
|
BUY
|
- |
3KNew |
$179K - $224K
|
3K
$318K
|
|
May 14, 2021
Q1 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.99KNew |
$179K - $223K
|
2.99K
$317K
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.91KNew |
$174K - $217K
|
2.91K
$308K
|
|
May 17, 2021
Q1 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.89KNew |
$173K - $216K
|
2.89K
$307K
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
BUY
|
- |
2.89K+ 29.03% |
$173K - $215K
|
12.8K
$1.36M
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.85KNew |
$170K - $212K
|
2.85K
$302K
|
|
Apr 28, 2021
Q1 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.83KNew |
$169K - $211K
|
2.83K
$300K
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.83K+ 31.99% |
$169K - $211K
|
11.7K
$1.24M
|
|
May 07, 2021
Q1 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.82K+ 5.25% |
$169K - $210K
|
56.5K
$5.99M
|
|
May 14, 2021
Q1 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.71K+ 31.9% |
$162K - $202K
|
11.2K
$1.19M
|
|
May 11, 2021
Q1 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
2.48K+ 71.87% |
$148K - $185K
|
5.94K
$629K
|