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
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
100New |
$7.94K - $8.71K
|
100
$13.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$7.94K - $8.71K
|
100
$13.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
99+ 0.87% |
$7.86K - $8.62K
|
11.5K
$1.52M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
99New |
$7.86K - $8.62K
|
99
$13.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
93+ 216.28% |
$7.38K - $8.1K
|
136
$18K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
87New |
$6.9K - $7.58K
|
87
$11.5K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
80+ 2.52% |
$6.35K - $6.97K
|
3.26K
$431K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
78New |
$6.19K - $6.79K
|
78
$10.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
75+ 1.31% |
$5.95K - $6.53K
|
5.78K
$765K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
75+ 5.26% |
$5.95K - $6.53K
|
1.5K
$199K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
74+ 2.89% |
$5.87K - $6.44K
|
2.63K
$348K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
74+ 6.08% |
$5.87K - $6.44K
|
1.29K
$171K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
73+ 10.44% |
$5.79K - $6.36K
|
772
$102K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
70New |
$5.56K - $6.09K
|
70
$9.26K
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
BUY
|
- |
65+ 0.12% |
$5.16K - $5.66K
|
56.4K
$7.46M
|
|
|
Feb 18, 2022
Q4 2021
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
60+ 0.61% |
$4.76K - $5.22K
|
9.84K
$1.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
59New |
$4.68K - $5.14K
|
59
$7.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
55New |
$4.36K - $4.79K
|
55
$7.27K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
53+ 20.78% |
$4.21K - $4.61K
|
308
$40.7K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
51New |
$4.05K - $4.44K
|
51
$6.74K
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
46+ 0.72% |
$3.65K - $4.01K
|
6.44K
$851K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
43+ 0.92% |
$3.41K - $3.74K
|
4.71K
$623K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
41+ 1.58% |
$3.25K - $3.57K
|
2.63K
$348K
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
41+ 1.02% |
$3.25K - $3.57K
|
4.06K
$537K
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
41+ 0.21% |
$3.25K - $3.57K
|
19.3K
$2.55M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
40New |
$3.17K - $3.48K
|
40
$5.29K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
37New |
$2.94K - $3.22K
|
37
$4.89K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
32+ 8.49% |
$2.54K - $2.79K
|
409
$54.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
31New |
$2.46K - $2.7K
|
31
$4.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
24+ 0.27% |
$1.9K - $2.09K
|
8.99K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
22+ 47.83% |
$1.75K - $1.92K
|
68
$8.99K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
22+ 0.49% |
$1.75K - $1.92K
|
4.54K
$600K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
22+ 1.33% |
$1.75K - $1.92K
|
1.67K
$221K
|
|
|
Feb 10, 2022
Q4 2021
|
Weil Company, Inc.
|
BUY
|
- |
22+ 0.72% |
$1.75K - $1.92K
|
3.08K
$407K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
21New |
$1.67K - $1.83K
|
21
$2.78K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 5.46% |
$1.51K - $1.65K
|
367
$48.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
17+ 15.04% |
$1.35K - $1.48K
|
130
$17.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
15New |
$1.19K - $1.31K
|
15
$1.98K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
14New |
$1.11K - $1.22K
|
14
$1.85K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 3.9% |
$1.03K - $1.13K
|
346
$45.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12+ 0.47% |
$952 - $1.04K
|
2.55K
$338K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
10New |
$794 - $871
|
10
$1.32K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
8+ 25.0% |
$635 - $697
|
40
$5.29K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
8New |
$635 - $697
|
8
$1.06K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.3% |
$556 - $609
|
2.37K
$313K
|
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
BUY
|
- |
7+ 0.16% |
$556 - $609
|
4.31K
$570K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6+ 0.16% |
$476 - $522
|
3.67K
$485K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.39% |
$476 - $522
|
1.56K
$207K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6New |
$476 - $522
|
6
$793
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.65% |
$397 - $435
|
778
$103K
|