Purchases and Sales Made in Q2 2021 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 16, 2021
Q2 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
8.2K+ 17.56% |
$583K - $689K
|
54.9K
$5.82M
|
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.08K+ 12.58% |
$574K - $679K
|
72.3K
$7.66M
|
|
Jul 23, 2021
Q2 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
7.86KNew |
$558K - $660K
|
7.86K
$833K
|
|
Aug 11, 2021
Q2 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
7.49K+ 66.42% |
$532K - $629K
|
18.8K
$1.99M
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.03K+ 171.62% |
$500K - $591K
|
11.1K
$1.18M
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.97KNew |
$495K - $585K
|
6.97K
$738K
|
|
Aug 10, 2021
Q2 2021
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.95KNew |
$494K - $584K
|
6.95K
$737K
|
|
Aug 16, 2021
Q2 2021
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
6.32K+ 32.6% |
$449K - $531K
|
25.7K
$2.72M
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
BUY
|
- |
6.06K+ 4.81% |
$430K - $509K
|
132K
$14M
|
|
Aug 12, 2021
Q2 2021
|
Profund Advisors LLC
|
BUY
|
- |
6.05K+ 52.47% |
$430K - $508K
|
17.6K
$1.86M
|
|
Aug 16, 2021
Q2 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.79K+ 28.54% |
$411K - $487K
|
26.1K
$2.76M
|
|
Jul 14, 2021
Q2 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
5.68K+ 8.07% |
$403K - $477K
|
76K
$8.06M
|
|
Aug 11, 2021
Q2 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
5.53K+ 20.9% |
$393K - $465K
|
32K
$3.39M
|
|
Aug 13, 2021
Q2 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
5.44K+ 4.18% |
$386K - $457K
|
136K
$14.4M
|
|
Aug 13, 2021
Q2 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.28K+ 16.57% |
$375K - $444K
|
37.2K
$3.94M
|
|
Aug 12, 2021
Q2 2021
|
Xponance, Inc.
|
BUY
|
- |
5.21K+ 29.05% |
$370K - $438K
|
23.2K
$2.45M
|
|
Aug 04, 2021
Q2 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
5.21KNew |
$370K - $437K
|
5.21K
$552K
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
BUY
|
- |
4.64K+ 13.69% |
$330K - $390K
|
38.5K
$4.08M
|
|
Aug 11, 2021
Q2 2021
|
Amf Tjanstepension Ab
|
BUY
|
- |
4.53K+ 1.61% |
$322K - $381K
|
286K
$30.3M
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.53K+ 2.42% |
$322K - $381K
|
192K
$20.3M
|
|
Aug 10, 2021
Q2 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.48K+ 31.54% |
$318K - $377K
|
18.7K
$1.98M
|
|
Jul 19, 2021
Q2 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.41K+ 7.8% |
$313K - $370K
|
60.9K
$6.46M
|
|
Aug 13, 2021
Q2 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
4.36KNew |
$310K - $366K
|
4.36K
$462K
|
|
Aug 11, 2021
Q2 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.35K+ 16.69% |
$309K - $365K
|
30.4K
$3.22M
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.29K+ 21.76% |
$305K - $360K
|
24K
$2.54M
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.22K+ 28.15% |
$300K - $354K
|
19.2K
$2.03M
|
|
Aug 13, 2021
Q2 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
4.14K+ 4.29% |
$294K - $348K
|
101K
$10.7M
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.14K+ 26.75% |
$294K - $348K
|
19.6K
$2.08M
|
|
Jul 29, 2021
Q2 2021
|
First American Trust, Fsb
|
BUY
|
- |
4.12KNew |
$293K - $346K
|
4.12K
$437K
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.1K+ 11.64% |
$291K - $345K
|
39.3K
$4.17M
|
|
Aug 12, 2021
Q2 2021
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.96KNew |
$281K - $333K
|
3.96K
$420K
|
|
Aug 16, 2021
Q2 2021
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.78K+ 2.13% |
$269K - $318K
|
181K
$19.2M
|
|
Aug 13, 2021
Q2 2021
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
3.77K+ 0.21% |
$268K - $317K
|
1.81M
$191M
|
|
Aug 25, 2021
Q2 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.77KNew |
$268K - $317K
|
3.77K
$399K
|
|
Aug 12, 2021
Q2 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.71K+ 29.93% |
$264K - $312K
|
16.1K
$1.71M
|
|
Aug 11, 2021
Q2 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.7KNew |
$263K - $311K
|
3.7K
$392K
|
|
Aug 31, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.68KNew |
$261K - $309K
|
3.68K
$390K
|
|
Aug 11, 2021
Q2 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.67K+ 47.96% |
$261K - $308K
|
11.3K
$1.2M
|
|
Aug 13, 2021
Q2 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.64KNew |
$258K - $306K
|
3.64K
$385K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.63K+ 10.29% |
$258K - $305K
|
38.9K
$4.13M
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.53KNew |
$251K - $297K
|
3.53K
$374K
|
|
Aug 13, 2021
Q2 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.41KNew |
$242K - $287K
|
3.41K
$362K
|
|
Jul 22, 2021
Q2 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.23KNew |
$230K - $272K
|
3.23K
$343K
|
|
Aug 16, 2021
Q2 2021
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
3.11K+ 78.11% |
$221K - $261K
|
7.09K
$751K
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.06KNew |
$217K - $257K
|
3.06K
$324K
|
|
Aug 06, 2021
Q2 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
3.04KNew |
$216K - $256K
|
3.04K
$323K
|
|
Jul 20, 2021
Q2 2021
|
Weil Company, Inc.
|
BUY
|
- |
3.03KNew |
$216K - $255K
|
3.03K
$322K
|
|
Aug 11, 2021
Q2 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.01KNew |
$214K - $253K
|
3.01K
$319K
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3K+ 2.57% |
$213K - $252K
|
120K
$12.7M
|
|
Aug 16, 2021
Q2 2021
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
3KNew |
$213K - $252K
|
3K
$318K
|