Purchases and Sales Made in Q4 2021 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-86- 3.44% |
$6.82K - $7.49K
|
2.42K
$257K
|
|
Jan 19, 2022
Q4 2021
|
Sarasin & Partners LLP
|
SELL
|
- |
-86- 0.15% |
$6.82K - $7.49K
|
56.2K
$5.99M
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-86- -0.0% |
$6.82K - $7.49K
|
5.98M
$637M
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-87- 4.27% |
$6.9K - $7.58K
|
1.95K
$208K
|
|
Feb 10, 2022
Q4 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-88- 0.51% |
$6.98K - $7.66K
|
17.3K
$1.84M
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-88- 5.67% |
$6.98K - $7.66K
|
1.46K
$156K
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-89Closed |
$7.06K - $7.75K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-100- 4.08% |
$7.94K - $8.71K
|
2.35K
$250K
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-100- 4.03% |
$7.94K - $8.71K
|
2.38K
$253K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-100Closed |
$7.94K - $8.71K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Manning & Napier Group, LLC
|
SELL
|
- |
-103- 0.12% |
$8.17K - $8.97K
|
84K
$8.95M
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-107- 0.23% |
$8.49K - $9.32K
|
45.5K
$4.85M
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-108- 0.79% |
$8.57K - $9.4K
|
13.6K
$1.45M
|
|
Feb 11, 2022
Q4 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-125- 0.17% |
$9.92K - $10.9K
|
75.1K
$7.99M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-129- 1.42% |
$10.2K - $11.2K
|
8.96K
$954K
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-130- 0.2% |
$10.3K - $11.3K
|
63.9K
$6.81M
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-131- 7.19% |
$10.4K - $11.4K
|
1.69K
$180K
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-144- 1.94% |
$11.4K - $12.5K
|
7.29K
$777K
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-144- 14.66% |
$11.4K - $12.5K
|
838
$89.2K
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-145- 0.63% |
$11.5K - $12.6K
|
22.8K
$2.42M
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-146- 42.44% |
$11.6K - $12.7K
|
198
$21.1K
|
|
Feb 03, 2022
Q4 2021
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-150- 2.05% |
$11.9K - $13.1K
|
7.15K
$761K
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-150Closed |
$11.9K - $13.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-153Closed |
$12.1K - $13.3K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-158- 6.3% |
$12.5K - $13.8K
|
2.35K
$250K
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-159- 3.43% |
$12.6K - $13.8K
|
4.47K
$476K
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-160- 1.55% |
$12.7K - $13.9K
|
10.2K
$1.08M
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-171- 1.38% |
$13.6K - $14.9K
|
12.2K
$1.3M
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-178- 4.71% |
$14.1K - $15.5K
|
3.6K
$383K
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-185- 1.85% |
$14.7K - $16.1K
|
9.84K
$1.05M
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-185- 4.66% |
$14.7K - $16.1K
|
3.78K
$403K
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-193- 0.26% |
$15.3K - $16.8K
|
74.6K
$7.94M
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
SELL
|
- |
-200- 1.52% |
$15.9K - $17.4K
|
13K
$1.38M
|
|
Feb 11, 2022
Q4 2021
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-200- 0.06% |
$15.9K - $17.4K
|
333K
$35.4M
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
SELL
|
- |
-200- 0.97% |
$15.9K - $17.4K
|
20.5K
$2.18M
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-200- 3.26% |
$15.9K - $17.4K
|
5.93K
$631K
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-200- 15.37% |
$15.9K - $17.4K
|
1.1K
$117K
|
|
Jan 19, 2022
Q4 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-203- 0.5% |
$16.1K - $17.7K
|
40.8K
$4.34M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-223- 2.0% |
$17.7K - $19.4K
|
10.9K
$1.16M
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-230- 1.27% |
$18.3K - $20K
|
17.9K
$1.9M
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-236Closed |
$18.7K - $20.5K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-245- 6.81% |
$19.4K - $21.3K
|
3.35K
$357K
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-247- 2.27% |
$19.6K - $21.5K
|
10.6K
$1.13M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-250- 28.09% |
$19.8K - $21.8K
|
640
$68.1K
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-260- 9.35% |
$20.6K - $22.6K
|
2.52K
$269K
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-266- 5.61% |
$21.1K - $23.2K
|
4.47K
$476K
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-275- 27.58% |
$21.8K - $23.9K
|
722
$76.9K
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-280- 5.35% |
$22.2K - $24.4K
|
4.96K
$528K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-311- 1.39% |
$24.7K - $27.1K
|
22.1K
$2.35M
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-317- 8.63% |
$25.2K - $27.6K
|
3.36K
$357K
|