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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4+ 0.15% |
$317 - $348
|
2.7K
$368K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4+ 0.07% |
$317 - $348
|
6.14K
$838K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3New |
$238 - $261
|
3
$409
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
2+ 0.05% |
$159 - $174
|
4.13K
$563K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.07% |
$159 - $174
|
2.9K
$396K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.71% |
$159 - $174
|
285
$38.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.59% |
$159 - $174
|
340
$46.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.85% |
$159 - $174
|
238
$32.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.17% |
$79.4 - $87.1
|
585
$79.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.52% |
$79.4 - $87.1
|
192
$26.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.65% |
$79.4 - $87.1
|
156
$21.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-1- 0.06% |
$79.4 - $87.1
|
1.81K
$247K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2- 0.17% |
$159 - $174
|
1.15K
$157K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2- 0.36% |
$159 - $174
|
560
$76.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2- 0.07% |
$159 - $174
|
2.82K
$385K
|
|
|
Jan 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5- 0.05% |
$397 - $435
|
9.96K
$1.36M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5- 2.44% |
$397 - $435
|
200
$27.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-6Closed |
$476 - $522
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-10- 0.2% |
$794 - $871
|
4.98K
$679K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-12- 0.46% |
$952 - $1.04K
|
2.61K
$356K
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-12- 0.07% |
$952 - $1.04K
|
16.2K
$2.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-14Closed |
$1.11K - $1.22K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-15- 0.34% |
$1.19K - $1.31K
|
4.35K
$593K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-16Closed |
$1.27K - $1.39K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-16- 1.1% |
$1.27K - $1.39K
|
1.44K
$197K
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-19- 0.62% |
$1.51K - $1.65K
|
3.06K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-22- 31.88% |
$1.75K - $1.92K
|
47
$6.41K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-23- 0.29% |
$1.83K - $2K
|
7.87K
$1.07M
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
SELL
|
- |
-27- 7.69% |
$2.14K - $2.35K
|
324
$44.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-30- 4.71% |
$2.38K - $2.61K
|
607
$82.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-30- 0.34% |
$2.38K - $2.61K
|
8.74K
$1.19M
|
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-32- 0.09% |
$2.54K - $2.79K
|
35.3K
$4.82M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-33Closed |
$2.62K - $2.87K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-33Closed |
$2.62K - $2.87K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
SELL
|
- |
-34- 0.14% |
$2.7K - $2.96K
|
23.9K
$3.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-42- 1.4% |
$3.33K - $3.66K
|
2.96K
$404K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-45- 1.06% |
$3.57K - $3.92K
|
4.2K
$573K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-50Closed |
$3.97K - $4.35K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-50Closed |
$3.97K - $4.35K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-55- 0.36% |
$4.36K - $4.79K
|
15.1K
$2.05M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-59- 0.68% |
$4.68K - $5.14K
|
8.58K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-59- 0.51% |
$4.68K - $5.14K
|
11.4K
$1.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-60- 23.53% |
$4.76K - $5.22K
|
195
$26.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-61- 4.09% |
$4.84K - $5.31K
|
1.43K
$195K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-61- 0.86% |
$4.84K - $5.31K
|
7K
$955K
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-70- 2.86% |
$5.56K - $6.09K
|
2.38K
$324K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-72- 1.88% |
$5.71K - $6.27K
|
3.76K
$514K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-72- 0.16% |
$5.71K - $6.27K
|
46K
$6.27M
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
SELL
|
- |
-75- 0.56% |
$5.95K - $6.53K
|
13.4K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-76- 0.53% |
$6.03K - $6.62K
|
14.1K
$1.93M
|