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 14, 2021
Q2 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
300New |
$21.3K - $25.2K
|
300
$38.4K
|
|
Jul 28, 2021
Q2 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
300+ 7.23% |
$21.3K - $25.2K
|
4.45K
$570K
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
289+ 3.51% |
$20.5K - $24.3K
|
8.52K
$1.09M
|
|
Jul 20, 2021
Q2 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
250New |
$17.8K - $21K
|
250
$32K
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
250New |
$17.8K - $21K
|
250
$32K
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
235+ 3.74% |
$16.7K - $19.7K
|
6.52K
$834K
|
|
Jul 23, 2021
Q2 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
226+ 2.18% |
$16.1K - $19K
|
10.6K
$1.36M
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
216+ 5.18% |
$15.3K - $18.1K
|
4.39K
$562K
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
BUY
|
- |
207+ 34.1% |
$14.7K - $17.4K
|
814
$104K
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
200New |
$14.2K - $16.8K
|
200
$25.6K
|
|
Jul 27, 2021
Q2 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.19% |
$14.2K - $16.8K
|
105K
$13.4M
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
194New |
$13.8K - $16.3K
|
194
$24.8K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
192+ 4.03% |
$13.6K - $16.1K
|
4.96K
$635K
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
183+ 3.61% |
$13K - $15.4K
|
5.26K
$673K
|
|
Jul 30, 2021
Q2 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
170New |
$12.1K - $14.3K
|
170
$21.8K
|
|
Jul 21, 2021
Q2 2021
|
Welch Group, LLC
|
BUY
|
- |
170+ 1.27% |
$12.1K - $14.3K
|
13.6K
$1.74M
|
|
Aug 12, 2021
Q2 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
161+ 0.66% |
$11.4K - $13.5K
|
24.4K
$3.13M
|
|
Aug 11, 2021
Q2 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
152+ 0.2% |
$10.8K - $12.8K
|
74.4K
$9.52M
|
|
Aug 09, 2021
Q2 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
144+ 2400.0% |
$10.2K - $12.1K
|
150
$19.2K
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
142+ 20.73% |
$10.1K - $11.9K
|
827
$106K
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
138+ 3.29% |
$9.8K - $11.6K
|
4.33K
$554K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
135New |
$9.59K - $11.3K
|
135
$17.3K
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
133+ 3.84% |
$9.45K - $11.2K
|
3.6K
$460K
|
|
Jul 06, 2021
Q2 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
124+ 0.12% |
$8.81K - $10.4K
|
107K
$13.7M
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
123+ 11.92% |
$8.74K - $10.3K
|
1.16K
$148K
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
121+ 9.98% |
$8.6K - $10.2K
|
1.33K
$171K
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
120New |
$8.52K - $10.1K
|
120
$15.4K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
113+ 1.86% |
$8.03K - $9.49K
|
6.18K
$791K
|
|
Jul 29, 2021
Q2 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
113+ 2.65% |
$8.03K - $9.49K
|
4.38K
$561K
|
|
Aug 12, 2021
Q2 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
110+ 0.21% |
$7.81K - $9.24K
|
52.3K
$6.7M
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
110New |
$7.81K - $9.24K
|
110
$14.1K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
109New |
$7.74K - $9.16K
|
109
$14K
|
|
Jul 16, 2021
Q2 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.39% |
$7.1K - $8.4K
|
26K
$3.33M
|
|
Jan 02, 2024
Q2 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
100+ 2.67% |
$7.1K - $8.4K
|
3.84K
$492K
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
97+ 18.76% |
$6.89K - $8.15K
|
614
$78.6K
|
|
Jul 30, 2021
Q2 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
97New |
$6.89K - $8.15K
|
97
$12.4K
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
91+ 8.81% |
$6.46K - $7.65K
|
1.12K
$144K
|
|
Aug 13, 2021
Q2 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
90New |
$6.39K - $7.56K
|
90
$11.5K
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
89+ 11.17% |
$6.32K - $7.48K
|
886
$113K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
82+ 1.86% |
$5.83K - $6.89K
|
4.49K
$574K
|
|
Aug 13, 2021
Q2 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
80+ 2.39% |
$5.68K - $6.72K
|
3.43K
$439K
|
|
Dec 27, 2021
Q2 2021
|
Resolute Advisors LLC
|
BUY
|
- |
80New |
$5.68K - $6.72K
|
80
$10.2K
|
|
Jul 22, 2021
Q2 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
80+ 1.85% |
$5.68K - $6.72K
|
4.42K
$565K
|
|
Aug 09, 2021
Q2 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
70+ 3.0% |
$4.97K - $5.88K
|
2.4K
$307K
|
|
Aug 10, 2021
Q2 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
66+ 1.03% |
$4.69K - $5.55K
|
6.47K
$828K
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
53+ 4.17% |
$3.77K - $4.45K
|
1.32K
$169K
|
|
Aug 16, 2021
Q2 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
53New |
$3.77K - $4.45K
|
53
$6.78K
|
|
Aug 13, 2021
Q2 2021
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
51+ 2.98% |
$3.62K - $4.29K
|
1.76K
$226K
|
|
Aug 04, 2021
Q2 2021
|
Motco
|
BUY
|
- |
49+ 2.79% |
$3.48K - $4.12K
|
1.81K
$231K
|
|
Jul 22, 2021
Q2 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
46+ 0.24% |
$3.27K - $3.86K
|
19.2K
$2.46M
|