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 15, 2021
Q3 2021
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
900+ 1.12% |
$74.2K - $80.7K
|
81.6K
$11.9M
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
886+ 2.3% |
$73K - $79.5K
|
39.4K
$5.76M
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
881+ 1.13% |
$72.6K - $79K
|
78.8K
$11.5M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
861+ 23.74% |
$70.9K - $77.2K
|
4.49K
$656K
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
854+ 1.66% |
$70.4K - $76.6K
|
52.4K
$7.65M
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
853+ 1.36% |
$70.3K - $76.5K
|
63.7K
$9.31M
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
846+ 16.78% |
$69.7K - $75.9K
|
5.89K
$861K
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
840+ 24.62% |
$69.2K - $75.3K
|
4.25K
$622K
|
|
Nov 04, 2021
Q3 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
824+ 8.65% |
$67.9K - $73.9K
|
10.3K
$1.51M
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
814+ 0.89% |
$67.1K - $73K
|
92.2K
$13.5M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
807+ 9.48% |
$66.5K - $72.4K
|
9.32K
$1.36M
|
|
Nov 12, 2021
Q3 2021
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
785+ 3.92% |
$64.7K - $70.4K
|
20.8K
$3.04M
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
778+ 21.24% |
$64.1K - $69.8K
|
4.44K
$649K
|
|
Nov 15, 2021
Q3 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
717+ 4.48% |
$59.1K - $64.3K
|
16.7K
$2.44M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
697+ 2.67% |
$57.4K - $62.5K
|
26.8K
$3.91M
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
688+ 1.92% |
$56.7K - $61.7K
|
36.6K
$5.34M
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
673+ 21.67% |
$55.5K - $60.4K
|
3.78K
$552K
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
643+ 1.23% |
$53K - $57.7K
|
53K
$7.74M
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
630+ 17.17% |
$51.9K - $56.5K
|
4.3K
$629K
|
|
Oct 22, 2021
Q3 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
628+ 3.59% |
$51.7K - $56.3K
|
18.1K
$2.65M
|
|
Nov 15, 2022
Q3 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
623+ 10.71% |
$51.3K - $55.9K
|
6.44K
$941K
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
600+ 11.21% |
$49.4K - $53.8K
|
5.95K
$870K
|
|
Nov 01, 2021
Q3 2021
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
596+ 1.23% |
$49.1K - $53.4K
|
49.1K
$7.18M
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
578+ 2.41% |
$47.6K - $51.8K
|
24.5K
$3.59M
|
|
Oct 04, 2021
Q3 2021
|
Canandaigua National Corp
|
BUY
|
- |
574+ 15.4% |
$47.3K - $51.5K
|
4.3K
$629K
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
562+ 24.35% |
$46.3K - $50.4K
|
2.87K
$420K
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
562+ 20.56% |
$46.3K - $50.4K
|
3.3K
$482K
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
542+ 14.41% |
$44.7K - $48.6K
|
4.3K
$629K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
518+ 12.73% |
$42.7K - $46.5K
|
4.59K
$671K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
509+ 10.56% |
$41.9K - $45.6K
|
5.33K
$779K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
497+ 37.54% |
$41K - $44.6K
|
1.82K
$266K
|
|
Oct 22, 2021
Q3 2021
|
Cambiar Investors LLC
|
BUY
|
- |
439+ 0.11% |
$36.2K - $39.4K
|
414K
$60.5M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
413+ 2.13% |
$34K - $37K
|
19.8K
$2.9M
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
410+ 25.17% |
$33.8K - $36.8K
|
2.04K
$298K
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
403+ 10.96% |
$33.2K - $36.1K
|
4.08K
$597K
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
403+ 16.78% |
$33.2K - $36.1K
|
2.81K
$410K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
396+ 4.56% |
$32.6K - $35.5K
|
9.09K
$1.33M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
396+ 11.69% |
$32.6K - $35.5K
|
3.78K
$553K
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
369+ 7.06% |
$30.4K - $33.1K
|
5.6K
$818K
|
|
Oct 19, 2021
Q3 2021
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
364+ 1.05% |
$30K - $32.6K
|
35K
$5.11M
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
355+ 27.52% |
$29.3K - $31.8K
|
1.65K
$240K
|
|
Nov 16, 2021
Q3 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
355New |
$29.3K - $31.8K
|
355
$51.9K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
331+ 11.36% |
$27.3K - $29.7K
|
3.24K
$474K
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
324New |
$26.7K - $29.1K
|
324
$47.4K
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
BUY
|
- |
320+ 9.97% |
$26.4K - $28.7K
|
3.53K
$516K
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
317+ 10.54% |
$26.1K - $28.4K
|
3.32K
$486K
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
316+ 3950.0% |
$26K - $28.3K
|
324
$47.4K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
314+ 8.17% |
$25.9K - $28.2K
|
4.16K
$608K
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
300+ 214.29% |
$24.7K - $26.9K
|
440
$64.3K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
300New |
$24.7K - $26.9K
|
300
$43.9K
|