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 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-10- 16.67% |
$824 - $897
|
50
$6.23K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10- 16.67% |
$824 - $897
|
50
$6.23K
|
|
|
Nov 10, 2021
Q3 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-11- 0.01% |
$906 - $986
|
90.9K
$11.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-18- 0.15% |
$1.48K - $1.61K
|
12.2K
$1.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-25Closed |
$2.06K - $2.24K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-28- 0.42% |
$2.31K - $2.51K
|
6.57K
$819K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-32- 1.17% |
$2.64K - $2.87K
|
2.69K
$336K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-38Closed |
$3.13K - $3.41K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-38- 1.22% |
$3.13K - $3.41K
|
3.08K
$384K
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-40Closed |
$3.3K - $3.59K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-42- 0.94% |
$3.46K - $3.77K
|
4.41K
$549K
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-44Closed |
$3.63K - $3.95K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-45- 0.15% |
$3.71K - $4.04K
|
30.9K
$3.85M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-46- 1.81% |
$3.79K - $4.13K
|
2.5K
$312K
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-50- 0.39% |
$4.12K - $4.48K
|
12.9K
$1.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-51- 3.85% |
$4.2K - $4.57K
|
1.27K
$159K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-53Closed |
$4.37K - $4.75K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-54- 6.53% |
$4.45K - $4.84K
|
773
$96.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
SELL
|
- |
-60Closed |
$4.94K - $5.38K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-61- 0.56% |
$5.03K - $5.47K
|
10.9K
$1.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-67- 0.41% |
$5.52K - $6.01K
|
16.3K
$2.03M
|
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-67- 0.15% |
$5.52K - $6.01K
|
45.6K
$5.69M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-72Closed |
$5.93K - $6.46K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-75- 0.85% |
$6.18K - $6.73K
|
8.77K
$1.09M
|
|
|
Oct 21, 2021
Q3 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-85- 0.43% |
$7K - $7.62K
|
19.5K
$2.43M
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
SELL
|
- |
-88- 20.05% |
$7.25K - $7.89K
|
351
$43.7K
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-90Closed |
$7.42K - $8.07K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-90- 2.05% |
$7.42K - $8.07K
|
4.29K
$535K
|
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
SELL
|
- |
-95- 0.7% |
$7.83K - $8.52K
|
13.5K
$1.68M
|
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-95- 2.54% |
$7.83K - $8.52K
|
3.64K
$454K
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-96- 2.24% |
$7.91K - $8.61K
|
4.19K
$522K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-100Closed |
$8.24K - $8.97K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-104- 60.12% |
$8.57K - $9.33K
|
69
$8.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-110- 2.16% |
$9.06K - $9.86K
|
4.99K
$621K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-122- 0.6% |
$10.1K - $10.9K
|
20.3K
$2.53M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-125- 1.1% |
$10.3K - $11.2K
|
11.3K
$1.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-126- 0.17% |
$10.4K - $11.3K
|
75.2K
$9.37M
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-135- 1.68% |
$11.1K - $12.1K
|
7.89K
$984K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-137- 80.59% |
$11.3K - $12.3K
|
33
$4.11K
|
|
|
Oct 27, 2021
Q3 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-147- 2.51% |
$12.1K - $13.2K
|
5.71K
$711K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-148- 1.95% |
$12.2K - $13.3K
|
7.44K
$927K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-156- 4.03% |
$12.9K - $14K
|
3.72K
$463K
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-161- 6.03% |
$13.3K - $14.4K
|
2.51K
$313K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-173- 2.8% |
$14.3K - $15.5K
|
6.01K
$749K
|
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-175- 3.7% |
$14.4K - $15.7K
|
4.56K
$568K
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-180- 1.54% |
$14.8K - $16.1K
|
11.5K
$1.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-194Closed |
$16K - $17.4K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Garland Capital Management Inc
|
SELL
|
- |
-200- 0.37% |
$16.5K - $17.9K
|
54.2K
$6.75M
|
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-206- 3.56% |
$17K - $18.5K
|
5.58K
$696K
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-219- 2.7% |
$18K - $19.6K
|
7.89K
$984K
|