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 |
---|---|---|---|---|---|---|---|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-29- 1.19% |
$2.06K - $2.44K
|
2.41K
$309K
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-45- 2.42% |
$3.2K - $3.78K
|
1.81K
$232K
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-48- 3.5% |
$3.41K - $4.03K
|
1.32K
$169K
|
|
Jul 21, 2021
Q2 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-50- 1.77% |
$3.55K - $4.2K
|
2.78K
$356K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50- 1.35% |
$3.55K - $4.2K
|
3.67K
$469K
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 9.09% |
$3.55K - $4.2K
|
500
$64K
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-50Closed |
$3.55K - $4.2K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-51Closed |
$3.62K - $4.29K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-53- 0.09% |
$3.77K - $4.45K
|
56.1K
$7.18M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-55Closed |
$3.91K - $4.62K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-55- 4.4% |
$3.91K - $4.62K
|
1.2K
$153K
|
|
Jul 29, 2021
Q2 2021
|
Cordasco Financial Network
|
SELL
|
- |
-56- 5.44% |
$3.98K - $4.71K
|
973
$125K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-59- 0.43% |
$4.19K - $4.96K
|
13.7K
$1.75M
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-60- 28.3% |
$4.26K - $5.04K
|
152
$19.5K
|
|
Aug 12, 2021
Q2 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-60- 0.44% |
$4.26K - $5.04K
|
13.5K
$1.73M
|
|
Aug 13, 2021
Q2 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-62- 1.99% |
$4.4K - $5.21K
|
3.06K
$391K
|
|
Aug 09, 2021
Q2 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-67- 0.78% |
$4.76K - $5.63K
|
8.52K
$1.09M
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-70- 1.37% |
$4.97K - $5.88K
|
5.04K
$646K
|
|
Jul 20, 2021
Q2 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-70- 8.64% |
$4.97K - $5.88K
|
740
$94.7K
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
SELL
|
- |
-75- 0.32% |
$5.33K - $6.3K
|
23K
$2.95M
|
|
Aug 10, 2021
Q2 2021
|
Schnieders Capital Management LLC
|
SELL
|
- |
-77- 0.56% |
$5.47K - $6.47K
|
13.8K
$1.76M
|
|
Aug 13, 2021
Q2 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-78Closed |
$5.54K - $6.55K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-79- 23.65% |
$5.61K - $6.64K
|
255
$32.6K
|
|
Jul 21, 2021
Q2 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-90- 0.14% |
$6.39K - $7.56K
|
64K
$8.2M
|
|
Jul 14, 2021
Q2 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-92- 0.34% |
$6.54K - $7.73K
|
27.2K
$3.48M
|
|
Aug 11, 2021
Q2 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-93- 59.62% |
$6.61K - $7.81K
|
63
$8.06K
|
|
Jul 13, 2021
Q2 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-96- 0.21% |
$6.82K - $8.07K
|
45.7K
$5.85M
|
|
Jul 28, 2021
Q2 2021
|
Forte Capital LLC
|
SELL
|
- |
-98- 0.54% |
$6.96K - $8.23K
|
18K
$2.31M
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-100Closed |
$7.1K - $8.4K
|
0
$0
|
|
Nov 15, 2022
Q2 2021
|
Values First Advisors, Inc.
|
SELL
|
- |
-101- 1.61% |
$7.18K - $8.49K
|
6.18K
$791K
|
|
Aug 12, 2021
Q2 2021
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-112- 0.68% |
$7.96K - $9.41K
|
16.4K
$2.09M
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-116- 0.09% |
$8.24K - $9.75K
|
133K
$17.1M
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-117Closed |
$8.31K - $9.83K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-120- 0.02% |
$8.52K - $10.1K
|
537K
$68.7M
|
|
Jul 13, 2021
Q2 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-124- 0.4% |
$8.81K - $10.4K
|
31K
$3.96M
|
|
Aug 11, 2021
Q2 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-129- 3.63% |
$9.16K - $10.8K
|
3.43K
$439K
|
|
Aug 04, 2021
Q2 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-134- 0.68% |
$9.52K - $11.3K
|
19.6K
$2.51M
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
SELL
|
- |
-134- 7.77% |
$9.52K - $11.3K
|
1.59K
$204K
|
|
Jul 14, 2021
Q2 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-150- 0.42% |
$10.7K - $12.6K
|
35.3K
$4.52M
|
|
Aug 16, 2021
Q2 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-157- 0.08% |
$11.2K - $13.2K
|
193K
$24.7M
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-158- 11.22% |
$11.2K - $13.3K
|
1.25K
$160K
|
|
Jan 03, 2023
Q2 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-171- 1.61% |
$12.1K - $14.4K
|
10.4K
$1.34M
|
|
Aug 10, 2021
Q2 2021
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-175- 0.21% |
$12.4K - $14.7K
|
84.5K
$10.8M
|
|
Aug 04, 2021
Q2 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-175- 0.98% |
$12.4K - $14.7K
|
17.8K
$2.27M
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-180- 20.64% |
$12.8K - $15.1K
|
692
$88.6K
|
|
Aug 09, 2021
Q2 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-182- 2.93% |
$12.9K - $15.3K
|
6.04K
$773K
|
|
Aug 13, 2021
Q2 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-189- 0.25% |
$13.4K - $15.9K
|
75.3K
$9.64M
|
|
Aug 10, 2021
Q2 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-190- 2.29% |
$13.5K - $16K
|
8.11K
$1.04M
|
|
Aug 11, 2021
Q2 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-200- 2.94% |
$14.2K - $16.8K
|
6.6K
$845K
|
|
Aug 11, 2021
Q2 2021
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-202- 0.92% |
$14.4K - $17K
|
21.7K
$2.78M
|