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 |
---|---|---|---|---|---|---|---|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.63% |
$299 - $373
|
797
$102K
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 11.11% |
$299 - $373
|
50
$6.4K
|
|
May 12, 2021
Q1 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5+ 0.08% |
$299 - $373
|
6.49K
$831K
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 1.04% |
$239 - $298
|
389
$49.8K
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3+ 0.29% |
$179 - $224
|
1.04K
$133K
|
|
May 12, 2021
Q1 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
2+ 0.81% |
$120 - $149
|
249
$31.9K
|
|
May 03, 2021
Q1 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.87% |
$120 - $149
|
232
$29.7K
|
|
May 12, 2021
Q1 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 1.32% |
$120 - $149
|
153
$19.6K
|
|
Apr 23, 2021
Q1 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.6% |
$120 - $149
|
335
$42.9K
|
|
May 03, 2021
Q1 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.17% |
$59.8 - $74.6
|
583
$74.6K
|
|
May 17, 2021
Q1 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 5.0% |
$59.8 - $74.6
|
21
$2.69K
|
|
Jan 02, 2024
Q1 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3- 0.08% |
$179 - $224
|
3.74K
$479K
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-4Closed |
$239 - $298
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-4Closed |
$239 - $298
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5- 0.15% |
$299 - $373
|
3.36K
$430K
|
|
Apr 22, 2021
Q1 2021
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-6- 0.06% |
$359 - $447
|
10.4K
$1.33M
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7- 0.18% |
$419 - $522
|
3.99K
$511K
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-8Closed |
$478 - $596
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-8Closed |
$478 - $596
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-12- 0.73% |
$717 - $895
|
1.64K
$210K
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-16Closed |
$957 - $1.19K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-20Closed |
$1.2K - $1.49K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-21- 0.05% |
$1.26K - $1.57K
|
45.8K
$5.86M
|
|
Apr 29, 2021
Q1 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-25- 0.63% |
$1.49K - $1.86K
|
3.97K
$509K
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-25Closed |
$1.49K - $1.86K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-27Closed |
$1.61K - $2.01K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-30- 0.35% |
$1.79K - $2.24K
|
8.56K
$1.1M
|
|
May 13, 2021
Q1 2021
|
Concord Wealth Partners
|
SELL
|
- |
-34- 9.6% |
$2.03K - $2.53K
|
320
$41K
|
|
May 13, 2021
Q1 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-34- 4.68% |
$2.03K - $2.53K
|
693
$88.7K
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
SELL
|
- |
-35- 0.93% |
$2.09K - $2.61K
|
3.73K
$477K
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-35- 4.93% |
$2.09K - $2.61K
|
675
$86.4K
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-44Closed |
$2.63K - $3.28K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-47- 2.94% |
$2.81K - $3.5K
|
1.55K
$199K
|
|
Jun 09, 2021
Q1 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-47Closed |
$2.81K - $3.5K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-48- 2.03% |
$2.87K - $3.58K
|
2.32K
$297K
|
|
May 04, 2021
Q1 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-50- 0.71% |
$2.99K - $3.73K
|
7K
$895K
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-54- 36.99% |
$3.23K - $4.03K
|
92
$11.8K
|
|
May 14, 2021
Q1 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-56- 0.74% |
$3.35K - $4.17K
|
7.46K
$955K
|
|
Apr 14, 2021
Q1 2021
|
First Bank & Trust
|
SELL
|
- |
-58- 5.63% |
$3.47K - $4.32K
|
972
$124K
|
|
Apr 06, 2021
Q1 2021
|
Everence Capital Management Inc
|
SELL
|
- |
-70- 0.53% |
$4.19K - $5.22K
|
13.1K
$1.68M
|
|
May 17, 2021
Q1 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-80- 1.97% |
$4.78K - $5.96K
|
3.98K
$510K
|
|
May 10, 2021
Q1 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-81- 0.41% |
$4.84K - $6.04K
|
19.5K
$2.5M
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-90- 1.5% |
$5.38K - $6.71K
|
5.9K
$755K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-95- 9.21% |
$5.68K - $7.08K
|
937
$120K
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-98Closed |
$5.86K - $7.31K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.1% |
$5.98K - $7.46K
|
105K
$13.4M
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-100- 0.43% |
$5.98K - $7.46K
|
23.2K
$2.96M
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-109- 1.07% |
$6.52K - $8.13K
|
10K
$1.28M
|
|
Apr 27, 2021
Q1 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-109- 2.49% |
$6.52K - $8.13K
|
4.27K
$547K
|
|
Apr 09, 2021
Q1 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-110- 44.0% |
$6.58K - $8.2K
|
140
$17.9K
|