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
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.48K+ 13.02% |
$356K - $390K
|
38.9K
$5.14M
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.43K+ 4923.33% |
$352K - $386K
|
4.52K
$598K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.41K+ 22.34% |
$350K - $384K
|
24.2K
$3.19M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.39K+ 2.55% |
$349K - $383K
|
176K
$23.3M
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.32KNew |
$343K - $376K
|
4.32K
$571K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.25KNew |
$338K - $370K
|
4.25K
$563K
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
4.25KNew |
$337K - $370K
|
4.25K
$562K
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.99KNew |
$317K - $348K
|
3.99K
$528K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.93K+ 2.26% |
$312K - $342K
|
178K
$23.5M
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.92K+ 4.87% |
$311K - $341K
|
84.3K
$11.2M
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.88KNew |
$308K - $338K
|
3.88K
$513K
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
3.85KNew |
$305K - $335K
|
3.85K
$509K
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.81K+ 100.79% |
$303K - $332K
|
7.6K
$1M
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.69KNew |
$293K - $322K
|
3.69K
$488K
|
|
Feb 11, 2022
Q4 2021
|
Metis Global Partners, LLC
|
BUY
|
- |
3.69KNew |
$293K - $321K
|
3.69K
$488K
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.66K+ 3.97% |
$291K - $319K
|
95.9K
$12.7M
|
|
Jan 31, 2022
Q4 2021
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
3.66KNew |
$290K - $319K
|
3.66K
$484K
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
3.62KNew |
$287K - $315K
|
3.62K
$478K
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.57K+ 16.98% |
$284K - $311K
|
24.6K
$3.26M
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.56K+ 4.6% |
$283K - $310K
|
80.9K
$10.7M
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
3.5K+ 3.3% |
$278K - $305K
|
110K
$14.5M
|
|
Feb 08, 2022
Q4 2021
|
Versor Investments LP
|
BUY
|
- |
3.4KNew |
$270K - $296K
|
3.4K
$450K
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.34K+ 74.02% |
$265K - $291K
|
7.85K
$1.04M
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.25KNew |
$258K - $283K
|
3.25K
$430K
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.21K+ 63.85% |
$255K - $280K
|
8.24K
$1.09M
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.17K+ 1.0% |
$251K - $276K
|
320K
$42.3M
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.02KNew |
$240K - $263K
|
3.02K
$399K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.02K+ 2.74% |
$240K - $263K
|
113K
$15M
|
|
Feb 14, 2022
Q4 2021
|
Mirova
Paris, I0 |
BUY
|
- |
2.98KNew |
$237K - $260K
|
2.98K
$394K
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.98KNew |
$236K - $259K
|
2.98K
$394K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.97KNew |
$236K - $259K
|
2.97K
$393K
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
BUY
|
- |
2.95K+ 0.79% |
$234K - $257K
|
376K
$49.8M
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
2.9KNew |
$230K - $253K
|
2.9K
$383K
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2.89KNew |
$229K - $251K
|
2.89K
$382K
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.86KNew |
$227K - $249K
|
2.86K
$378K
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.85K+ 16.55% |
$226K - $248K
|
20.1K
$2.66M
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
BUY
|
- |
2.85KNew |
$226K - $248K
|
2.85K
$377K
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.8KNew |
$222K - $244K
|
2.8K
$371K
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.7K+ 3.53% |
$214K - $235K
|
79.1K
$10.5M
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.63KNew |
$208K - $229K
|
2.63K
$347K
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.62KNew |
$208K - $228K
|
2.62K
$346K
|
|
Apr 05, 2024
Q4 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.6K+ 13.54% |
$206K - $226K
|
21.8K
$2.88M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.58KNew |
$205K - $225K
|
2.58K
$341K
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.55K+ 10.05% |
$202K - $222K
|
27.9K
$3.69M
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.53K+ 19.62% |
$201K - $220K
|
15.4K
$2.04M
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.47KNew |
$196K - $215K
|
2.47K
$327K
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.47KNew |
$196K - $215K
|
2.47K
$326K
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.46KNew |
$195K - $214K
|
2.46K
$325K
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.44K+ 6.45% |
$194K - $212K
|
40.3K
$5.33M
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
2.44K+ 2237.61% |
$194K - $212K
|
2.55K
$337K
|