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 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
245+ 0.21% |
$19.4K - $21.3K
|
117K
$16M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
241+ 1.19% |
$19.1K - $21K
|
20.6K
$2.81M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
240+ 20.41% |
$19K - $20.9K
|
1.42K
$193K
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
240+ 6.8% |
$19K - $20.9K
|
3.77K
$514K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
238+ 1.53% |
$18.9K - $20.7K
|
15.8K
$2.15M
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
237+ 5.55% |
$18.8K - $20.6K
|
4.51K
$615K
|
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
236New |
$18.7K - $20.5K
|
236
$32.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
235+ 5.33% |
$18.6K - $20.5K
|
4.64K
$634K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
235New |
$18.6K - $20.5K
|
235
$32.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
231New |
$18.3K - $20.1K
|
231
$31.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
218+ 0.6% |
$17.3K - $19K
|
36.8K
$5.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
216New |
$17.1K - $18.8K
|
216
$29.5K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
216+ 7.42% |
$17.1K - $18.8K
|
3.13K
$427K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
215+ 1.23% |
$17.1K - $18.7K
|
17.8K
$2.42M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
212+ 7.39% |
$16.8K - $18.5K
|
3.08K
$421K
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
210+ 7.0% |
$16.7K - $18.3K
|
3.21K
$438K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
208+ 4.52% |
$16.5K - $18.1K
|
4.81K
$656K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
208New |
$16.5K - $18.1K
|
208
$28.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
201+ 5.67% |
$16K - $17.5K
|
3.75K
$512K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
200+ 32.57% |
$15.9K - $17.4K
|
814
$111K
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
200+ 6.9% |
$15.9K - $17.4K
|
3.1K
$423K
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
198+ 4.46% |
$15.7K - $17.2K
|
4.64K
$633K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
192+ 3.71% |
$15.2K - $16.7K
|
5.36K
$732K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
185+ 4.42% |
$14.7K - $16.1K
|
4.38K
$597K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
185+ 4.03% |
$14.7K - $16.1K
|
4.77K
$651K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
180+ 55.56% |
$14.3K - $15.7K
|
504
$68.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
180+ 55.56% |
$14.3K - $15.7K
|
504
$68.8K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
177+ 5.37% |
$14K - $15.4K
|
3.47K
$474K
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
175+ 3.84% |
$13.9K - $15.2K
|
4.74K
$646K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
175+ 148.31% |
$13.9K - $15.2K
|
293
$40K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
172New |
$13.6K - $15K
|
172
$23.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
172+ 4.01% |
$13.6K - $15K
|
4.47K
$610K
|
|
|
Feb 14, 2022
Q4 2021
|
William Allan, LLC
|
BUY
|
- |
169New |
$13.4K - $14.7K
|
169
$23.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
164+ 1.26% |
$13K - $14.3K
|
13.2K
$1.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
162New |
$12.9K - $14.1K
|
162
$22.1K
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
161+ 5.33% |
$12.8K - $14K
|
3.18K
$434K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
161+ 5.46% |
$12.8K - $14K
|
3.11K
$424K
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
160+ 1.51% |
$12.7K - $13.9K
|
10.8K
$1.47M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
158New |
$12.5K - $13.8K
|
158
$21.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
154+ 49.36% |
$12.2K - $13.4K
|
466
$63.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
151New |
$12K - $13.1K
|
151
$20.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
148New |
$11.7K - $12.9K
|
148
$20.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
144New |
$11.4K - $12.5K
|
144
$19.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
143+ 3.19% |
$11.3K - $12.5K
|
4.63K
$631K
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
143+ 1.37% |
$11.3K - $12.5K
|
10.6K
$1.45M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
132New |
$10.5K - $11.5K
|
132
$18K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
130New |
$10.3K - $11.3K
|
130
$17.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
111New |
$8.81K - $9.66K
|
111
$15.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
110+ 100.0% |
$8.73K - $9.58K
|
220
$30K
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
105+ 3.4% |
$8.33K - $9.14K
|
3.19K
$435K
|