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
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
43New |
$3.54K - $3.86K
|
43
$6.29K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
43+ 3.8% |
$3.54K - $3.86K
|
1.18K
$172K
|
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
42+ 0.22% |
$3.46K - $3.77K
|
19.2K
$2.81M
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
39+ 0.33% |
$3.21K - $3.5K
|
11.8K
$1.73M
|
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
38+ 0.05% |
$3.13K - $3.41K
|
77.1K
$11.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
37+ 48.68% |
$3.05K - $3.32K
|
113
$16.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
34+ 1.87% |
$2.8K - $3.05K
|
1.85K
$271K
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
34+ 0.81% |
$2.8K - $3.05K
|
4.25K
$621K
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
32New |
$2.64K - $2.87K
|
32
$4.68K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
29+ 0.99% |
$2.39K - $2.6K
|
2.95K
$431K
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
27+ 0.11% |
$2.22K - $2.42K
|
24.3K
$3.56M
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
27+ 0.26% |
$2.22K - $2.42K
|
10.5K
$1.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
26+ 0.58% |
$2.14K - $2.33K
|
4.51K
$660K
|
|
|
Oct 21, 2021
Q3 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
24+ 0.07% |
$1.98K - $2.15K
|
35.3K
$5.17M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
22+ 0.1% |
$1.81K - $1.97K
|
22.9K
$3.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Weil Company, Inc.
|
BUY
|
- |
22+ 0.73% |
$1.81K - $1.97K
|
3.06K
$447K
|
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
BUY
|
- |
20+ 0.03% |
$1.65K - $1.79K
|
64.1K
$9.36M
|
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
17New |
$1.4K - $1.52K
|
17
$2.49K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
14New |
$1.15K - $1.26K
|
14
$2.05K
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
12+ 0.11% |
$989 - $1.08K
|
10.9K
$1.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
11+ 0.43% |
$906 - $986
|
2.54K
$372K
|
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
11+ 0.27% |
$906 - $986
|
4.04K
$591K
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
11+ 0.07% |
$906 - $986
|
15.2K
$2.22M
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.26% |
$494 - $538
|
2.36K
$345K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
6New |
$494 - $538
|
6
$877
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5+ 0.08% |
$412 - $448
|
6.14K
$897K
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$412 - $448
|
20.9K
$3.05M
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.05% |
$412 - $448
|
10.6K
$1.55M
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5+ 2.5% |
$412 - $448
|
205
$30K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4New |
$330 - $359
|
4
$585
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4+ 0.58% |
$330 - $359
|
699
$102K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
4+ 0.62% |
$330 - $359
|
645
$94.3K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.45% |
$330 - $359
|
890
$130K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4+ 0.05% |
$330 - $359
|
8.55K
$1.25M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.87% |
$247 - $269
|
348
$50.9K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.77% |
$247 - $269
|
394
$57.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.91% |
$247 - $269
|
333
$48.7K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
2+ 0.4% |
$165 - $179
|
504
$73.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.71% |
$165 - $179
|
283
$41.4K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.07% |
$165 - $179
|
2.9K
$424K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 0.53% |
$165 - $179
|
377
$55.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.85% |
$165 - $179
|
236
$34.5K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.1% |
$82.4 - $89.7
|
1.05K
$154K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.17% |
$82.4 - $89.7
|
584
$85.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.65% |
$82.4 - $89.7
|
155
$22.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 2.56% |
$82.4 - $89.7
|
40
$5.85K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.3% |
$82.4 - $89.7
|
338
$49.4K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5- 0.05% |
$412 - $448
|
9.96K
$1.46M
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7- 7.22% |
$577 - $628
|
90
$13.2K
|