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 03, 2021
Q1 2021
|
Ellevest, Inc.
|
BUY
|
- |
613+ 24.45% |
$36.7K - $45.7K
|
3.12K
$399K
|
|
May 17, 2021
Q1 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
597+ 14.88% |
$35.7K - $44.5K
|
4.61K
$590K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
577+ 13.76% |
$34.5K - $43K
|
4.77K
$610K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
556+ 19.09% |
$33.2K - $41.4K
|
3.47K
$444K
|
|
May 11, 2021
Q1 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
536+ 0.56% |
$32K - $40K
|
96.5K
$12.4M
|
|
Feb 08, 2022
Q1 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
534New |
$31.9K - $39.8K
|
534
$68.4K
|
|
May 10, 2021
Q1 2021
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
534+ 3.69% |
$31.9K - $39.8K
|
15K
$1.92M
|
|
May 11, 2021
Q1 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
509+ 14.51% |
$30.4K - $37.9K
|
4.02K
$514K
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
504New |
$30.1K - $37.6K
|
504
$64.5K
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
500+ 1000.0% |
$29.9K - $37.3K
|
550
$70.4K
|
|
May 04, 2021
Q1 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
500New |
$29.9K - $37.3K
|
500
$64K
|
|
May 13, 2021
Q1 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
488+ 35.65% |
$29.2K - $36.4K
|
1.86K
$238K
|
|
May 14, 2021
Q1 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
484+ 57.14% |
$28.9K - $36.1K
|
1.33K
$170K
|
|
Nov 15, 2022
Q1 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
462+ 7.94% |
$27.6K - $34.4K
|
6.28K
$803K
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
460+ 11.66% |
$27.5K - $34.3K
|
4.41K
$564K
|
|
May 14, 2021
Q1 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
460+ 4.25% |
$27.5K - $34.3K
|
11.3K
$1.44M
|
|
May 12, 2021
Q1 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
437+ 1.47% |
$26.1K - $32.6K
|
30.1K
$3.85M
|
|
May 11, 2021
Q1 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
431+ 0.67% |
$25.8K - $32.1K
|
64.5K
$8.26M
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
428+ 13.96% |
$25.6K - $31.9K
|
3.49K
$447K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
426+ 3.19% |
$25.5K - $31.8K
|
13.8K
$1.76M
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
417+ 1.2% |
$24.9K - $31.1K
|
35.3K
$4.52M
|
|
May 05, 2021
Q1 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
400+ 2.18% |
$23.9K - $29.8K
|
18.7K
$2.4M
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
391+ 43.06% |
$23.4K - $29.1K
|
1.3K
$166K
|
|
May 14, 2021
Q1 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
380+ 3.28% |
$22.7K - $28.3K
|
12K
$1.53M
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
338New |
$20.2K - $25.2K
|
338
$43.3K
|
|
Apr 30, 2021
Q1 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
338+ 9.33% |
$20.2K - $25.2K
|
3.96K
$507K
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
334New |
$20K - $24.9K
|
334
$42.8K
|
|
Apr 30, 2021
Q1 2021
|
Spinnaker Trust
|
BUY
|
- |
328+ 0.92% |
$19.6K - $24.5K
|
36.1K
$4.62M
|
|
May 14, 2021
Q1 2021
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
319+ 0.07% |
$19.1K - $23.8K
|
434K
$55.6M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
318+ 1.65% |
$19K - $23.7K
|
19.6K
$2.51M
|
|
May 11, 2021
Q1 2021
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
306+ 12.44% |
$18.3K - $22.8K
|
2.77K
$354K
|
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
BUY
|
- |
300New |
$17.9K - $22.4K
|
300
$38.4K
|
|
Apr 14, 2021
Q1 2021
|
Sara Bay Financial
|
BUY
|
- |
297+ 7.62% |
$17.8K - $22.1K
|
4.2K
$537K
|
|
May 10, 2021
Q1 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
285+ 6.99% |
$17K - $21.2K
|
4.37K
$559K
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
280+ 0.66% |
$16.7K - $20.9K
|
42.6K
$5.45M
|
|
May 05, 2021
Q1 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
276+ 0.21% |
$16.5K - $20.6K
|
131K
$16.7M
|
|
May 12, 2021
Q1 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
255+ 1.94% |
$15.2K - $19K
|
13.4K
$1.71M
|
|
May 17, 2021
Q1 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
237+ 3.84% |
$14.2K - $17.7K
|
6.4K
$820K
|
|
May 17, 2021
Q1 2021
|
Somerville Kurt F
|
BUY
|
- |
225+ 5.26% |
$13.5K - $16.8K
|
4.5K
$576K
|
|
Apr 23, 2021
Q1 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
223+ 1.26% |
$13.3K - $16.6K
|
17.9K
$2.3M
|
|
Apr 19, 2021
Q1 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
218+ 3.72% |
$13K - $16.3K
|
6.08K
$778K
|
|
May 13, 2021
Q1 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
217+ 2.59% |
$13K - $16.2K
|
8.59K
$1.1M
|
|
May 05, 2021
Q1 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
214New |
$12.8K - $16K
|
214
$27.4K
|
|
Jun 02, 2022
Q1 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
200+ 2.55% |
$12K - $14.9K
|
8.03K
$1.03M
|
|
May 04, 2021
Q1 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
200+ 0.96% |
$12K - $14.9K
|
21K
$2.69M
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
183+ 3.65% |
$10.9K - $13.6K
|
5.2K
$666K
|
|
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
183+ 192.63% |
$10.9K - $13.6K
|
278
$35.6K
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
177+ 17.08% |
$10.6K - $13.2K
|
1.21K
$155K
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
175+ 2.87% |
$10.5K - $13K
|
6.28K
$804K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
170+ 0.4% |
$10.2K - $12.7K
|
42.2K
$5.4M
|