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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
3.02KNew |
$249K - $271K
|
3.02K
$452K
|
|
|
Nov 15, 2021
Q3 2021
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.9KNew |
$239K - $260K
|
2.9K
$435K
|
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
2.81KNew |
$231K - $252K
|
2.81K
$420K
|
|
|
Oct 18, 2021
Q3 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.8K+ 1.0% |
$231K - $251K
|
284K
$42.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.75KNew |
$227K - $247K
|
2.75K
$413K
|
|
|
Nov 12, 2021
Q3 2021
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.6KNew |
$214K - $233K
|
2.6K
$389K
|
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.59KNew |
$214K - $232K
|
2.59K
$388K
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.59KNew |
$213K - $232K
|
2.59K
$388K
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.58K+ 221.77% |
$212K - $231K
|
3.74K
$560K
|
|
|
Nov 09, 2021
Q3 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.56KNew |
$211K - $229K
|
2.56K
$383K
|
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.53KNew |
$208K - $226K
|
2.53K
$378K
|
|
|
Apr 05, 2024
Q3 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.5K+ 14.97% |
$206K - $224K
|
19.2K
$2.88M
|
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
2.5KNew |
$206K - $224K
|
2.5K
$375K
|
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.48KNew |
$205K - $223K
|
2.48K
$372K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
2.42KNew |
$200K - $217K
|
2.42K
$363K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.42K+ 9.87% |
$199K - $217K
|
26.9K
$4.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.42K+ 12.58% |
$199K - $217K
|
21.6K
$3.24M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.36K+ 9.84% |
$195K - $212K
|
26.4K
$3.95M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
2.27K+ 91.71% |
$187K - $203K
|
4.74K
$710K
|
|
|
Nov 03, 2021
Q3 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
2.19K+ 6.85% |
$181K - $197K
|
34.2K
$5.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.11K+ 69.03% |
$174K - $189K
|
5.17K
$775K
|
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.09K+ 3.42% |
$172K - $187K
|
63K
$9.44M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.05K+ 36.63% |
$169K - $183K
|
7.63K
$1.14M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
2.03K+ 4.9% |
$167K - $182K
|
43.4K
$6.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
2K+ 14.81% |
$165K - $179K
|
15.5K
$2.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.99K+ 10.65% |
$164K - $179K
|
20.7K
$3.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.99K+ 28.8% |
$164K - $178K
|
8.9K
$1.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.99K+ 0.03% |
$164K - $178K
|
5.98M
$897M
|
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.92KNew |
$158K - $172K
|
1.92K
$288K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.9K+ 30.77% |
$157K - $170K
|
8.08K
$1.21M
|
|
|
Oct 22, 2021
Q3 2021
|
Sarasin & Partners LLP
|
BUY
|
- |
1.79K+ 3.29% |
$148K - $161K
|
56.3K
$8.44M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.69KNew |
$140K - $152K
|
1.69K
$254K
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.58K+ 13.99% |
$130K - $142K
|
12.9K
$1.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.54K+ 14.87% |
$126K - $138K
|
11.9K
$1.78M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.52K+ 14.0% |
$125K - $136K
|
12.4K
$1.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1.49KNew |
$123K - $134K
|
1.49K
$224K
|
|
|
Nov 15, 2021
Q3 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.45K+ 33.17% |
$119K - $130K
|
5.81K
$870K
|
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.34K+ 53.89% |
$110K - $120K
|
3.82K
$572K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.32K+ 7.14% |
$108K - $118K
|
19.7K
$2.96M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.3K+ 24.9% |
$107K - $117K
|
6.53K
$978K
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.3K+ 26.63% |
$107K - $117K
|
6.18K
$926K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.21K+ 12.2% |
$100K - $109K
|
11.2K
$1.67M
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.18K+ 3.21% |
$97.1K - $106K
|
37.9K
$5.67M
|
|
|
Oct 15, 2021
Q3 2021
|
Spirit Of America Management Corp
|
BUY
|
- |
1.15K+ 6.91% |
$94.8K - $103K
|
17.8K
$2.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.13K+ 6.98% |
$92.7K - $101K
|
17.2K
$2.58M
|
|
|
Oct 27, 2021
Q3 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
1.1K+ 1.05% |
$90.6K - $98.6K
|
106K
$15.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.04K+ 9.73% |
$85.9K - $93.4K
|
11.7K
$1.76M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.02K+ 3.05% |
$84K - $91.4K
|
34.5K
$5.16M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
998+ 15.56% |
$82.2K - $89.5K
|
7.41K
$1.11M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
906+ 32.86% |
$74.7K - $81.3K
|
3.66K
$549K
|