Purchases and Sales Made in Q3 2021 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-800- 4.91% |
$65.9K - $71.7K
|
15.5K
$2.27M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-807- 0.81% |
$66.5K - $72.4K
|
98.7K
$14.4M
|
|
Nov 12, 2021
Q3 2021
|
Bamco Inc
New York, NY |
SELL
|
- |
-837- 6.49% |
$69K - $75.1K
|
12.1K
$1.76M
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-909- 25.74% |
$74.9K - $81.5K
|
2.62K
$383K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-925Closed |
$76.2K - $83K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-952- 3.61% |
$78.4K - $85.4K
|
25.4K
$3.71M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-962- 2.47% |
$79.3K - $86.3K
|
38K
$5.55M
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-965- 15.56% |
$79.5K - $86.5K
|
5.24K
$765K
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-998- 4.65% |
$82.2K - $89.5K
|
20.5K
$2.99M
|
|
Oct 06, 2021
Q3 2021
|
Pensionfund Sabic
|
SELL
|
- |
-1K- 2.92% |
$82.4K - $89.7K
|
33.3K
$4.86M
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-1.02K- 5.74% |
$84.2K - $91.7K
|
16.8K
$2.45M
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.04K- 5.45% |
$85.4K - $92.9K
|
18K
$2.63M
|
|
Nov 10, 2021
Q3 2021
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.04K- 1.23% |
$85.9K - $93.4K
|
83.5K
$12.2M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.04K- 2.43% |
$86K - $93.6K
|
42K
$6.14M
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
SELL
|
- |
-1.05K- 21.82% |
$86.5K - $94.2K
|
3.76K
$550K
|
|
Nov 15, 2021
Q3 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1.11K- 16.22% |
$91.1K - $99.2K
|
5.71K
$835K
|
|
Nov 12, 2021
Q3 2021
|
Mackay Shields LLC
|
SELL
|
- |
-1.16K- 1.77% |
$95.7K - $104K
|
64.6K
$9.44M
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.19K- 0.93% |
$97.8K - $106K
|
126K
$18.4M
|
|
Nov 15, 2021
Q3 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.26K- 14.5% |
$104K - $113K
|
7.42K
$1.08M
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.27K- 13.36% |
$105K - $114K
|
8.24K
$1.2M
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.29K- 1.69% |
$106K - $115K
|
74.8K
$10.9M
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-1.29K- 10.77% |
$106K - $116K
|
10.7K
$1.56M
|
|
May 17, 2024
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.36K- 1.4% |
$112K - $122K
|
95.4K
$14M
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.47K- 18.66% |
$121K - $132K
|
6.39K
$935K
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.69K- 17.16% |
$140K - $152K
|
8.18K
$1.2M
|
|
Nov 02, 2021
Q3 2021
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.76K- 8.08% |
$145K - $158K
|
20K
$2.92M
|
|
Nov 04, 2021
Q3 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.76KClosed |
$145K - $158K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
SELL
|
- |
-1.77K- 9.83% |
$146K - $159K
|
16.2K
$2.38M
|
|
Nov 05, 2021
Q3 2021
|
Xponance, Inc.
|
SELL
|
- |
-1.79K- 7.74% |
$148K - $161K
|
21.4K
$3.12M
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
SELL
|
- |
-1.81K- 3.11% |
$149K - $162K
|
56.4K
$8.24M
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.82K- 3.8% |
$150K - $163K
|
46K
$6.73M
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.92K- 8.26% |
$158K - $172K
|
21.3K
$3.12M
|
|
Nov 12, 2021
Q3 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.99K- 4.64% |
$164K - $179K
|
41K
$5.99M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.01K- 6.65% |
$166K - $181K
|
28.3K
$4.13M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.1K- 10.69% |
$173K - $188K
|
17.5K
$2.56M
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.1K- 39.58% |
$173K - $188K
|
3.2K
$468K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.11K- 42.53% |
$174K - $189K
|
2.85K
$417K
|
|
Nov 02, 2021
Q3 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-2.14K- 1.4% |
$177K - $192K
|
151K
$22.1M
|
|
Oct 18, 2022
Q3 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-2.14K- 1.4% |
$177K - $192K
|
151K
$22.1M
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.16K- 51.65% |
$178K - $194K
|
2.02K
$295K
|
|
Nov 09, 2021
Q3 2021
|
Td Asset Management Inc
|
SELL
|
- |
-2.3K- 1.16% |
$189K - $206K
|
196K
$28.7M
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-2.39K- 8.32% |
$197K - $214K
|
26.3K
$3.84M
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-2.46KClosed |
$203K - $221K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-2.47K- 20.12% |
$204K - $222K
|
9.8K
$1.43M
|
|
Nov 10, 2021
Q3 2021
|
Cannell & Co.
New York, NY |
SELL
|
- |
-2.52K- 1.74% |
$207K - $226K
|
142K
$20.8M
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.53K- 15.51% |
$209K - $227K
|
13.8K
$2.02M
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
SELL
|
- |
-2.54K- 10.08% |
$210K - $228K
|
22.7K
$3.32M
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.59K- 20.51% |
$213K - $232K
|
10K
$1.47M
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-2.61KClosed |
$215K - $234K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-2.69KClosed |
$222K - $241K
|
0
$0
|