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 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 1.15% |
$24.7K - $26.9K
|
26.3K
$4.03M
|
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
299+ 0.54% |
$24.6K - $26.8K
|
55.2K
$8.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
283+ 6.45% |
$23.3K - $25.4K
|
4.67K
$715K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
275+ 4.86% |
$22.7K - $24.7K
|
5.93K
$909K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
273+ 21.26% |
$22.5K - $24.5K
|
1.56K
$239K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
271+ 9.94% |
$22.3K - $24.3K
|
3K
$459K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
262+ 1.52% |
$21.6K - $23.5K
|
17.5K
$2.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
255New |
$21K - $22.9K
|
255
$39.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
255+ 6.77% |
$21K - $22.9K
|
4.02K
$616K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
243+ 1.8% |
$20K - $21.8K
|
13.8K
$2.11M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
242+ 4.15% |
$19.9K - $21.7K
|
6.08K
$931K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
240+ 6.67% |
$19.8K - $21.5K
|
3.84K
$588K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
226+ 1.26% |
$18.6K - $20.3K
|
18.2K
$2.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
209+ 4.76% |
$17.2K - $18.7K
|
4.6K
$704K
|
|
|
Oct 12, 2021
Q3 2021
|
Windward Capital Management CO
|
BUY
|
- |
204+ 0.42% |
$16.8K - $18.3K
|
49.1K
$7.52M
|
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
200+ 2.87% |
$16.5K - $17.9K
|
7.17K
$1.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
194+ 7.98% |
$16K - $17.4K
|
2.62K
$402K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
177+ 14.16% |
$14.6K - $15.9K
|
1.43K
$219K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
170+ 4.96% |
$14K - $15.2K
|
3.6K
$551K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
158+ 5.63% |
$13K - $14.2K
|
2.97K
$454K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
157+ 31.4% |
$12.9K - $14.1K
|
657
$101K
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
145+ 2.79% |
$11.9K - $13K
|
5.35K
$820K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
144+ 55.81% |
$11.9K - $12.9K
|
402
$61.6K
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
144+ 4.23% |
$11.9K - $12.9K
|
3.55K
$544K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
BUY
|
- |
134+ 15.8% |
$11K - $12K
|
982
$150K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
125New |
$10.3K - $11.2K
|
125
$19.2K
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
125+ 3.25% |
$10.3K - $11.2K
|
3.97K
$608K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
121+ 5.75% |
$9.97K - $10.9K
|
2.23K
$341K
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
116+ 1.18% |
$9.56K - $10.4K
|
9.97K
$1.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
115+ 4.18% |
$9.48K - $10.3K
|
2.87K
$439K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
113+ 2.59% |
$9.31K - $10.1K
|
4.48K
$687K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
100New |
$8.24K - $8.97K
|
100
$15.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
99+ 107.61% |
$8.16K - $8.88K
|
191
$29.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
93+ 8.27% |
$7.66K - $8.34K
|
1.22K
$186K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
91+ 11.18% |
$7.5K - $8.16K
|
905
$139K
|
|
|
Feb 13, 2025
Q3 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
87+ 0.67% |
$7.17K - $7.8K
|
13.1K
$2.01M
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
83+ 1.88% |
$6.84K - $7.44K
|
4.5K
$689K
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
77+ 1.81% |
$6.34K - $6.91K
|
4.33K
$663K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
73+ 1.99% |
$6.02K - $6.55K
|
3.74K
$573K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
70+ 1.33% |
$5.77K - $6.28K
|
5.33K
$816K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
61+ 4.57% |
$5.03K - $5.47K
|
1.4K
$214K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
55New |
$4.53K - $4.93K
|
55
$8.43K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
52+ 3.25% |
$4.28K - $4.66K
|
1.65K
$253K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
51New |
$4.2K - $4.57K
|
51
$7.81K
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
50New |
$4.12K - $4.48K
|
50
$7.66K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50+ 20.0% |
$4.12K - $4.48K
|
300
$46K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
48+ 9.34% |
$3.96K - $4.3K
|
562
$86.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
46New |
$3.79K - $4.13K
|
46
$7.05K
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
46+ 1.56% |
$3.79K - $4.13K
|
3K
$460K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
44+ 8.48% |
$3.63K - $3.95K
|
563
$86.3K
|