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 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
750+ 12.13% |
$59.5K - $65.3K
|
6.93K
$917K
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
743+ 17.47% |
$59K - $64.7K
|
5K
$661K
|
|
May 17, 2024
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
729+ 0.76% |
$57.9K - $63.5K
|
96.2K
$12.7M
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
715+ 6.03% |
$56.7K - $62.3K
|
12.6K
$1.66M
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
699+ 6.43% |
$55.5K - $60.9K
|
11.6K
$1.53M
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
689+ 35.9% |
$54.7K - $60K
|
2.61K
$345K
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
673+ 11.3% |
$53.4K - $58.6K
|
6.63K
$876K
|
|
Jan 14, 2022
Q4 2021
|
Windward Capital Management CO
|
BUY
|
- |
627+ 1.28% |
$49.8K - $54.6K
|
49.7K
$6.57M
|
|
Jan 20, 2022
Q4 2021
|
Retirement Systems Of Alabama
|
BUY
|
- |
623+ 0.14% |
$49.4K - $54.2K
|
430K
$56.9M
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
620+ 14.42% |
$49.2K - $54K
|
4.92K
$650K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
591New |
$46.9K - $51.5K
|
591
$78.2K
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
591+ 2.45% |
$46.9K - $51.5K
|
24.8K
$3.27M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
587+ 4.96% |
$46.6K - $51.1K
|
12.4K
$1.64M
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
572+ 81.83% |
$45.4K - $49.8K
|
1.27K
$168K
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
550+ 136.82% |
$43.6K - $47.9K
|
952
$126K
|
|
Feb 10, 2022
Q4 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
549+ 3.05% |
$43.6K - $47.8K
|
18.5K
$2.45M
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
546New |
$43.3K - $47.5K
|
546
$72.2K
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
535+ 2.56% |
$42.5K - $46.6K
|
21.4K
$2.83M
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
500New |
$39.7K - $43.5K
|
500
$66.1K
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
493New |
$39.1K - $42.9K
|
493
$65.2K
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
459+ 4.01% |
$36.4K - $40K
|
11.9K
$1.57M
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
453+ 12.12% |
$36K - $39.4K
|
4.19K
$554K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
439+ 66.82% |
$34.8K - $38.2K
|
1.1K
$145K
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
433+ 11.51% |
$34.4K - $37.7K
|
4.19K
$555K
|
|
Feb 04, 2022
Q4 2021
|
Mackay Shields LLC
|
BUY
|
- |
428+ 0.66% |
$34K - $37.3K
|
65K
$8.6M
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
425New |
$33.7K - $37K
|
425
$56.2K
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
400+ 2.21% |
$31.7K - $34.8K
|
18.5K
$2.45M
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
400+ 44.44% |
$31.7K - $34.8K
|
1.3K
$172K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
399+ 0.92% |
$31.7K - $34.7K
|
43.8K
$5.79M
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
398+ 15.17% |
$31.6K - $34.7K
|
3.02K
$400K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
392+ 13.75% |
$31.1K - $34.1K
|
3.24K
$429K
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
384+ 6.86% |
$30.5K - $33.4K
|
5.98K
$791K
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
379+ 55.98% |
$30.1K - $33K
|
1.06K
$140K
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
368+ 4.47% |
$29.2K - $32K
|
8.61K
$1.14M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
367+ 1.67% |
$29.1K - $32K
|
22.4K
$2.96M
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
348New |
$27.6K - $30.3K
|
348
$46K
|
|
Feb 01, 2022
Q4 2021
|
Assenagon Asset Management S.A.
|
BUY
|
- |
344+ 4.95% |
$27.3K - $30K
|
7.29K
$964K
|
|
Feb 14, 2022
Q4 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
342+ 2.05% |
$27.1K - $29.8K
|
17.1K
$2.26M
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
333+ 66.6% |
$26.4K - $29K
|
833
$110K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
322+ 7.17% |
$25.6K - $28K
|
4.81K
$636K
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
309+ 5.8% |
$24.5K - $26.9K
|
5.64K
$745K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
299+ 3.5% |
$23.7K - $26K
|
8.85K
$1.17M
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
279+ 29.97% |
$22.1K - $24.3K
|
1.21K
$160K
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
266+ 9.27% |
$21.1K - $23.2K
|
3.13K
$414K
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
264+ 7.94% |
$21K - $23K
|
3.59K
$474K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
256+ 45.47% |
$20.3K - $22.3K
|
819
$108K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
251+ 2.52% |
$19.9K - $21.9K
|
10.2K
$1.35M
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
250+ 19.64% |
$19.8K - $21.8K
|
1.52K
$201K
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
BUY
|
- |
250+ 6.87% |
$19.8K - $21.8K
|
3.89K
$514K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
249+ 4.67% |
$19.8K - $21.7K
|
5.58K
$738K
|