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
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-206- 3.56% |
$17K - $18.5K
|
5.58K
$855K
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-219- 2.7% |
$18K - $19.6K
|
7.89K
$1.21M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-225- 9.32% |
$18.5K - $20.2K
|
2.19K
$335K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-231- 3.35% |
$19K - $20.7K
|
6.67K
$1.02M
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-235- 4.47% |
$19.4K - $21.1K
|
5.03K
$770K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-236- 1.96% |
$19.4K - $21.2K
|
11.8K
$1.81M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-248- 8.84% |
$20.4K - $22.2K
|
2.56K
$392K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-250Closed |
$20.6K - $22.4K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-250Closed |
$20.6K - $22.4K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-257- 8.34% |
$21.2K - $23K
|
2.82K
$433K
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-277- 1.75% |
$22.8K - $24.8K
|
15.5K
$2.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-278- 1.14% |
$22.9K - $24.9K
|
24.2K
$3.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-280- 2.64% |
$23.1K - $25.1K
|
10.3K
$1.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-295- 6.23% |
$24.3K - $26.5K
|
4.44K
$680K
|
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-300Closed |
$24.7K - $26.9K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-300- 4.94% |
$24.7K - $26.9K
|
5.78K
$885K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-301- 4.26% |
$24.8K - $27K
|
6.77K
$1.04M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-304- 8.67% |
$25K - $27.3K
|
3.2K
$491K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-304- 1.12% |
$25K - $27.3K
|
26.9K
$4.12M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-320- 23.65% |
$26.4K - $28.7K
|
1.03K
$158K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-325- 72.22% |
$26.8K - $29.1K
|
125
$19.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-337- 17.84% |
$27.8K - $30.2K
|
1.55K
$238K
|
|
|
Oct 21, 2021
Q3 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-375- 2.11% |
$30.9K - $33.6K
|
17.4K
$2.66M
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-377- 5.91% |
$31.1K - $33.8K
|
6K
$919K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-388- 6.76% |
$32K - $34.8K
|
5.35K
$820K
|
|
|
Nov 15, 2021
Q3 2021
|
Credit Agricole S A
|
SELL
|
- |
-390- 0.38% |
$32.1K - $35K
|
102K
$15.7M
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-430- 23.5% |
$35.4K - $38.6K
|
1.4K
$214K
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-430Closed |
$35.4K - $38.6K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-446- 12.67% |
$36.8K - $40K
|
3.08K
$471K
|
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-476- 4.0% |
$39.2K - $42.7K
|
11.4K
$1.75M
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-482- 3.56% |
$39.7K - $43.2K
|
13.1K
$2M
|
|
|
Oct 19, 2021
Q3 2021
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 1.8% |
$41.2K - $44.8K
|
27.3K
$4.19M
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-500- 18.69% |
$41.2K - $44.8K
|
2.18K
$333K
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-505Closed |
$41.6K - $45.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
SELL
|
- |
-509- 0.44% |
$41.9K - $45.6K
|
116K
$17.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-541Closed |
$44.6K - $48.5K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-547- 0.51% |
$45.1K - $49.1K
|
106K
$16.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-570- 15.2% |
$47K - $51.1K
|
3.18K
$487K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-598- 46.9% |
$49.3K - $53.6K
|
677
$104K
|
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-610- 8.72% |
$50.3K - $54.7K
|
6.39K
$978K
|
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
SELL
|
- |
-617- 4.48% |
$50.8K - $55.3K
|
13.2K
$2.02M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-634- 15.67% |
$52.2K - $56.9K
|
3.41K
$523K
|
|
|
Oct 25, 2021
Q3 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-639- 4.05% |
$52.7K - $57.3K
|
15.2K
$2.32M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-655- 2.84% |
$54K - $58.7K
|
22.4K
$3.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-665Closed |
$54.8K - $59.6K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-688- 15.89% |
$56.7K - $61.7K
|
3.64K
$558K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-700- 42.92% |
$57.7K - $62.8K
|
931
$143K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-702- 0.63% |
$57.8K - $63K
|
110K
$16.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-713- 23.42% |
$58.8K - $63.9K
|
2.33K
$357K
|
|
|
Nov 12, 2021
Q3 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-767- 4.09% |
$63.2K - $68.8K
|
18K
$2.76M
|