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 05, 2021
Q1 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-116- 2.72% |
$6.94K - $8.65K
|
4.15K
$531K
|
|
May 04, 2021
Q1 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-120- 1.43% |
$7.17K - $8.95K
|
8.3K
$1.06M
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
SELL
|
- |
-121- 6.85% |
$7.23K - $9.02K
|
1.65K
$211K
|
|
May 07, 2021
Q1 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-141- 17.07% |
$8.43K - $10.5K
|
685
$87.7K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-142- 2.56% |
$8.49K - $10.6K
|
5.4K
$691K
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-144- 3.08% |
$8.61K - $10.7K
|
4.53K
$579K
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-146Closed |
$8.73K - $10.9K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-147- 0.64% |
$8.79K - $11K
|
22.7K
$2.91M
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-150Closed |
$8.97K - $11.2K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Xponance, Inc.
|
SELL
|
- |
-159- 0.88% |
$9.51K - $11.9K
|
18K
$2.3M
|
|
May 06, 2021
Q1 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-164- 76.64% |
$9.81K - $12.2K
|
50
$6.4K
|
|
Apr 15, 2021
Q1 2021
|
Windward Capital Management CO
|
SELL
|
- |
-180- 0.37% |
$10.8K - $13.4K
|
48.5K
$6.21M
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-186- 5.1% |
$11.1K - $13.9K
|
3.46K
$443K
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-200Closed |
$12K - $14.9K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-200- 2.49% |
$12K - $14.9K
|
7.83K
$1M
|
|
May 12, 2021
Q1 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-200- 6.06% |
$12K - $14.9K
|
3.1K
$397K
|
|
May 17, 2021
Q1 2021
|
Ossiam
Paris, I0 |
SELL
|
- |
-218Closed |
$13K - $16.3K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-224- 6.78% |
$13.4K - $16.7K
|
3.08K
$394K
|
|
Apr 21, 2021
Q1 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-225- 1.87% |
$13.5K - $16.8K
|
11.8K
$1.51M
|
|
Apr 27, 2021
Q1 2021
|
Buckhead Capital Management LLC
|
SELL
|
- |
-229- 0.65% |
$13.7K - $17.1K
|
35.3K
$4.51M
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-229Closed |
$13.7K - $17.1K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-235- 5.31% |
$14.1K - $17.5K
|
4.19K
$537K
|
|
Apr 21, 2021
Q1 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-251- 5.47% |
$15K - $18.7K
|
4.34K
$555K
|
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-255- 0.45% |
$15.2K - $19K
|
56.1K
$7.19M
|
|
May 05, 2021
Q1 2021
|
Tcw Group Inc
|
SELL
|
- |
-257- 0.26% |
$15.4K - $19.2K
|
99K
$12.7M
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-276- 1.0% |
$16.5K - $20.6K
|
27.3K
$3.49M
|
|
May 13, 2021
Q1 2021
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-290- 1.73% |
$17.3K - $21.6K
|
16.5K
$2.11M
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-296- 4.87% |
$17.7K - $22.1K
|
5.78K
$739K
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-300- 69.28% |
$17.9K - $22.4K
|
133
$17K
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-300Closed |
$17.9K - $22.4K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Covington Capital Management
|
SELL
|
- |
-300Closed |
$17.9K - $22.4K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-314- 3.94% |
$18.8K - $23.4K
|
7.67K
$981K
|
|
Apr 06, 2021
Q1 2021
|
American Research & Management Co.
|
SELL
|
- |
-330- 5.21% |
$19.7K - $24.6K
|
6K
$768K
|
|
May 17, 2021
Q1 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-330- 5.04% |
$19.7K - $24.6K
|
6.22K
$796K
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-340Closed |
$20.3K - $25.3K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-347- 25.14% |
$20.7K - $25.9K
|
1.03K
$132K
|
|
May 04, 2021
Q1 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-350- 11.57% |
$20.9K - $26.1K
|
2.68K
$342K
|
|
Apr 21, 2021
Q1 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-357- 93.46% |
$21.3K - $26.6K
|
25
$3.2K
|
|
Apr 28, 2021
Q1 2021
|
Manning & Napier Group, LLC
|
SELL
|
- |
-362- 0.6% |
$21.6K - $27K
|
60K
$7.68M
|
|
May 11, 2021
Q1 2021
|
Keystone Financial Group
|
SELL
|
- |
-365- 10.73% |
$21.8K - $27.2K
|
3.04K
$389K
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-371Closed |
$22.2K - $27.7K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-378- 1.04% |
$22.6K - $28.2K
|
36.1K
$4.61M
|
|
May 14, 2021
Q1 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-381- 1.81% |
$22.8K - $28.4K
|
20.6K
$2.64M
|
|
Apr 09, 2021
Q1 2021
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-397- 31.84% |
$23.7K - $29.6K
|
850
$109K
|
|
May 12, 2021
Q1 2021
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-403- 1.8% |
$24.1K - $30K
|
22K
$2.81M
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-410- 47.62% |
$24.5K - $30.6K
|
451
$57.7K
|
|
May 17, 2021
Q1 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-429Closed |
$25.6K - $32K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-433- 2.77% |
$25.9K - $32.3K
|
15.2K
$1.95M
|
|
Apr 16, 2021
Q1 2021
|
Motco
|
SELL
|
- |
-434- 19.79% |
$25.9K - $32.4K
|
1.76K
$225K
|
|
Apr 05, 2021
Q1 2021
|
Canandaigua National Corp
|
SELL
|
- |
-443- 10.57% |
$26.5K - $33K
|
3.75K
$480K
|