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 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-280- 5.35% |
$22.2K - $24.4K
|
4.96K
$655K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-311- 1.39% |
$24.7K - $27.1K
|
22.1K
$2.92M
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-317- 8.63% |
$25.2K - $27.6K
|
3.36K
$444K
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-317- 7.05% |
$25.2K - $27.6K
|
4.18K
$553K
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-329- 0.52% |
$26.1K - $28.6K
|
63.4K
$8.38M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-337- 5.54% |
$26.7K - $29.3K
|
5.74K
$759K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-342- 5.05% |
$27.1K - $29.8K
|
6.43K
$850K
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-355Closed |
$28.2K - $30.9K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-360- 6.11% |
$28.6K - $31.3K
|
5.53K
$731K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-361- 1.35% |
$28.6K - $31.4K
|
26.4K
$3.49M
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-386- 8.92% |
$30.6K - $33.6K
|
3.94K
$521K
|
|
Feb 04, 2022
Q4 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-396- 2.61% |
$31.4K - $34.5K
|
14.8K
$1.95M
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-400- 6.67% |
$31.7K - $34.8K
|
5.6K
$741K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-400- 3.55% |
$31.7K - $34.8K
|
10.9K
$1.44M
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-400- 10.64% |
$31.7K - $34.8K
|
3.36K
$444K
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
SELL
|
- |
-403- 14.37% |
$32K - $35.1K
|
2.4K
$318K
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-403- 14.37% |
$32K - $35.1K
|
2.4K
$318K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-416- 13.88% |
$33K - $36.2K
|
2.58K
$341K
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-430- 13.42% |
$34.1K - $37.4K
|
2.77K
$367K
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-442Closed |
$35.1K - $38.5K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-447- 6.7% |
$35.5K - $38.9K
|
6.23K
$823K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-466- 10.5% |
$37K - $40.6K
|
3.97K
$525K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-500- 31.45% |
$39.7K - $43.5K
|
1.09K
$144K
|
|
Feb 14, 2022
Q4 2021
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-500- 3.07% |
$39.7K - $43.5K
|
15.8K
$2.09M
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-500- 7.83% |
$39.7K - $43.5K
|
5.89K
$778K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-504Closed |
$40K - $43.9K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-517- 1.92% |
$41K - $45K
|
26.4K
$3.49M
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-538- 16.8% |
$42.7K - $46.8K
|
2.66K
$352K
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-548- 5.59% |
$43.5K - $47.7K
|
9.26K
$1.22M
|
|
Feb 14, 2022
Q4 2021
|
Impax Asset Management Group PLC
|
SELL
|
- |
-555- 0.22% |
$44K - $48.3K
|
256K
$33.8M
|
|
Feb 10, 2022
Q4 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-583- 19.18% |
$46.3K - $50.8K
|
2.46K
$325K
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-645- 39.21% |
$51.2K - $56.2K
|
1K
$132K
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-661- 18.15% |
$52.5K - $57.6K
|
2.98K
$394K
|
|
Feb 01, 2022
Q4 2021
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-663- 1.9% |
$52.6K - $57.7K
|
34.3K
$4.54M
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-677- 8.8% |
$53.7K - $58.9K
|
7.02K
$928K
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-687Closed |
$54.5K - $59.8K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
SELL
|
- |
-699- 0.6% |
$55.5K - $60.9K
|
116K
$15.3M
|
|
Jan 20, 2022
Q4 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-788- 2.1% |
$62.5K - $68.6K
|
36.8K
$4.86M
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
SELL
|
- |
-823- 1.49% |
$65.3K - $71.7K
|
54.4K
$7.19M
|
|
Feb 14, 2022
Q4 2021
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-847- 0.19% |
$67.2K - $73.7K
|
439K
$58.1M
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-885- 3.29% |
$70.2K - $77.1K
|
26K
$3.44M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-889- 16.61% |
$70.6K - $77.4K
|
4.46K
$590K
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-905Closed |
$71.8K - $78.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-915- 7.93% |
$72.6K - $79.7K
|
10.6K
$1.41M
|
|
Feb 08, 2022
Q4 2021
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-944- 2.95% |
$74.9K - $82.2K
|
31.1K
$4.11M
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-967- 4.26% |
$76.7K - $84.2K
|
21.7K
$2.87M
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1K- 52.91% |
$79.4K - $87.1K
|
890
$118K
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-1K- 5.97% |
$79.5K - $87.2K
|
15.8K
$2.09M
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.03K- 46.36% |
$82K - $89.9K
|
1.2K
$158K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.03KClosed |
$82K - $89.9K
|
0
$0
|