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
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-222- 2.45% |
$15.8K - $18.7K
|
8.85K
$1.13M
|
|
Aug 13, 2021
Q2 2021
|
Keystone Financial Group
|
SELL
|
- |
-230- 7.57% |
$16.3K - $19.3K
|
2.81K
$359K
|
|
Jul 26, 2021
Q2 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-240- 6.04% |
$17K - $20.2K
|
3.73K
$478K
|
|
Aug 05, 2021
Q2 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-241- 5.32% |
$17.1K - $20.2K
|
4.29K
$549K
|
|
Aug 09, 2021
Q2 2021
|
Spinnaker Trust
|
SELL
|
- |
-248- 0.69% |
$17.6K - $20.8K
|
35.9K
$4.59M
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-249Closed |
$17.7K - $20.9K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
SELL
|
- |
-250- 6.7% |
$17.8K - $21K
|
3.48K
$445K
|
|
Aug 03, 2021
Q2 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-250- 2.12% |
$17.8K - $21K
|
11.5K
$1.48M
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-258- 1.43% |
$18.3K - $21.7K
|
17.8K
$2.28M
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-273- 3.47% |
$19.4K - $22.9K
|
7.59K
$971K
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-277- 1.2% |
$19.7K - $23.3K
|
22.9K
$2.93M
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
SELL
|
- |
-282- 88.13% |
$20K - $23.7K
|
38
$4.86K
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-290Closed |
$20.6K - $24.4K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-300- 1.71% |
$21.3K - $25.2K
|
17.2K
$2.2M
|
|
Aug 12, 2021
Q2 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-318- 7.99% |
$22.6K - $26.7K
|
3.66K
$469K
|
|
Jul 27, 2021
Q2 2021
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-334- 0.48% |
$23.7K - $28.1K
|
69.4K
$8.88M
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-348- 37.14% |
$24.7K - $29.2K
|
589
$75.4K
|
|
Aug 05, 2021
Q2 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-361- 5.56% |
$25.6K - $30.3K
|
6.13K
$785K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-362- 9.07% |
$25.7K - $30.4K
|
3.63K
$464K
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-442- 13.96% |
$31.4K - $37.1K
|
2.72K
$349K
|
|
Jul 16, 2021
Q2 2021
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-450- 3.76% |
$32K - $37.8K
|
11.5K
$1.47M
|
|
Jul 27, 2021
Q2 2021
|
Garland Capital Management Inc
|
SELL
|
- |
-450- 0.82% |
$32K - $37.8K
|
54.4K
$6.96M
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-452- 5.88% |
$32.1K - $38K
|
7.24K
$927K
|
|
Jul 29, 2021
Q2 2021
|
Conning Inc.
|
SELL
|
- |
-491- 9.26% |
$34.9K - $41.3K
|
4.81K
$616K
|
|
Aug 09, 2021
Q2 2021
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-500- 4.56% |
$35.5K - $42K
|
10.5K
$1.34M
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
SELL
|
- |
-504- 1.73% |
$35.8K - $42.3K
|
28.7K
$3.67M
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-505- 7.53% |
$35.9K - $42.4K
|
6.2K
$794K
|
|
Aug 11, 2021
Q2 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-529- 3.37% |
$37.6K - $44.4K
|
15.2K
$1.94M
|
|
Aug 10, 2021
Q2 2021
|
First Bank & Trust
|
SELL
|
- |
-533- 54.84% |
$37.9K - $44.8K
|
439
$56.2K
|
|
Feb 11, 2022
Q2 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-534Closed |
$37.9K - $44.9K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-550- 1.34% |
$39.1K - $46.2K
|
40.6K
$5.2M
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-551- 4.8% |
$39.1K - $46.3K
|
10.9K
$1.4M
|
|
Jul 26, 2021
Q2 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-556- 5.34% |
$39.5K - $46.7K
|
9.85K
$1.26M
|
|
Aug 16, 2021
Q2 2021
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-600- 0.75% |
$42.6K - $50.4K
|
79.6K
$10.2M
|
|
Aug 09, 2021
Q2 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-600- 3.2% |
$42.6K - $50.4K
|
18.1K
$2.32M
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-616- 11.52% |
$43.8K - $51.8K
|
4.73K
$606K
|
|
Aug 10, 2021
Q2 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-647Closed |
$46K - $54.4K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Arizona State Retirement System
|
SELL
|
- |
-658- 0.56% |
$46.7K - $55.3K
|
117K
$15M
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-664- 2.15% |
$47.2K - $55.8K
|
30.3K
$3.87M
|
|
Aug 12, 2021
Q2 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-675- 20.45% |
$48K - $56.7K
|
2.63K
$336K
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-675Closed |
$48K - $56.7K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-683- 3.23% |
$48.5K - $57.4K
|
20.5K
$2.62M
|
|
Jul 30, 2021
Q2 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-702- 0.31% |
$49.9K - $59K
|
224K
$28.7M
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-709- 68.24% |
$50.4K - $59.6K
|
330
$42.2K
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-750- 89.07% |
$53.3K - $63K
|
92
$11.8K
|
|
Aug 13, 2021
Q2 2021
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-792- 2.63% |
$56.3K - $66.5K
|
29.3K
$3.75M
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-800Closed |
$56.8K - $67.2K
|
0
$0
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-815- 6.33% |
$57.9K - $68.5K
|
12.1K
$1.54M
|
|
Aug 16, 2021
Q2 2021
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-825- 5.1% |
$58.6K - $69.3K
|
15.4K
$1.97M
|
|
Aug 10, 2021
Q2 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-842- 14.18% |
$59.8K - $70.7K
|
5.1K
$652K
|