Latest Institutional Transactions on Welltower Inc. (WELL)
This table provides information on the latest institutional transactions involving Welltower Inc. (WELL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 12.5% |
$86.5 - $94.3
|
9
$938
|
|
Jun 14, 2024
Q1 2024
|
Lasalle Investment Management Securities LLC
Baltimore, MD |
BUY
|
- |
2.11K+ 0.3% |
$182K - $199K
|
706K
$73.6M
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
2.59KNew |
$224K - $244K
|
2.59K
$270K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
394+ 26.78% |
$34.1K - $37.1K
|
1.87K
$194K
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
818New |
$70.8K - $77.1K
|
818
$85.3K
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
76.2K+ 180.74% |
$6.59M - $7.18M
|
118K
$12.3M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74K+ 904.69% |
$6.4M - $6.97M
|
82.2K
$8.57M
|
|
May 21, 2024
Q1 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
716KNew |
$61.9M - $67.5M
|
716K
$74.6M
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-84- 0.8% |
$7.27K - $7.92K
|
10.4K
$1.09M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.44K+ 19.38% |
$384K - $419K
|
27.4K
$2.85M
|
|
May 21, 2024
Q1 2024
|
Livelsberger Financial Advisory
Ashland, OH |
SELL
|
- |
-151- 3.96% |
$13.1K - $14.2K
|
3.66K
$382K
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.87KNew |
$508K - $553K
|
5.87K
$612K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9- 45.0% |
$779 - $848
|
11
$1.15K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
69+ 4.19% |
$5.97K - $6.5K
|
1.71K
$179K
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-7- 11.29% |
$606 - $660
|
55
$5.73K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
470+ 53.59% |
$40.7K - $44.3K
|
1.35K
$140K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3+ 0.66% |
$260 - $283
|
456
$47.5K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.8K+ 5.51% |
$156K - $169K
|
34.4K
$3.59M
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-162- 92.05% |
$14K - $15.3K
|
14
$1.46K
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
716K+ 329.42% |
$61.9M - $67.4M
|
933K
$97.2M
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-42- 60.87% |
$3.63K - $3.96K
|
27
$2.81K
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
16.6MNew |
$1.44B - $1.57B
|
16.6M
$1.73B
|
|
May 15, 2024
Q1 2024
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-36K- 84.59% |
$3.11M - $3.39M
|
6.55K
$683K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.6K+ 297.94% |
$1.09M - $1.19M
|
16.8K
$1.75M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
381K+ 26.85% |
$33M - $35.9M
|
1.8M
$188M
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
83+ 1.43% |
$7.18K - $7.82K
|
5.88K
$613K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-59.3K- 67.34% |
$5.13M - $5.59M
|
28.8K
$3M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-56- 1.1% |
$4.84K - $5.28K
|
5.04K
$526K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.8K- 20.08% |
$1.63M - $1.78M
|
75K
$7.82M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
20+ 0.76% |
$1.73K - $1.89K
|
2.64K
$275K
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
6.51K+ 5.18% |
$563K - $613K
|
132K
$13.8M
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-4.04K- 17.04% |
$350K - $381K
|
19.7K
$2.05M
|
|
May 15, 2024
Q1 2024
|
Grs Advisors, LLC
Chicago, IL |
BUY
|
- |
279K+ 2262.87% |
$24.1M - $26.3M
|
291K
$30.3M
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.08M- 5.84% |
$180M - $196M
|
33.5M
$3.5B
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
8.76K+ 1.84% |
$758K - $826K
|
485K
$50.5M
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.86K+ 70.51% |
$248K - $270K
|
6.92K
$722K
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-125- 0.83% |
$10.8K - $11.8K
|
14.9K
$1.55M
|
|
May 15, 2024
Q1 2024
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
838K+ 13.92% |
$72.5M - $79M
|
6.86M
$715M
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-566- 14.13% |
$49K - $53.3K
|
3.44K
$359K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-164- 2.4% |
$14.2K - $15.5K
|
6.68K
$697K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
43+ 0.25% |
$3.72K - $4.05K
|
17.6K
$1.83M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.71K- 10.34% |
$408K - $444K
|
40.8K
$4.26M
|
|
May 15, 2024
Q1 2024
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
20.6K+ 32.26% |
$1.78M - $1.94M
|
84.3K
$8.79M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
43.8K+ 167.87% |
$3.79M - $4.13M
|
69.8K
$7.28M
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
CALL |
-7.9K- 37.8% |
$683K - $745K
|
13K
$1.36M
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-1K- 29.51% |
$86.5K - $94.3K
|
2.39K
$249K
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-81- 0.68% |
$7.01K - $7.63K
|
11.9K
$1.24M
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-4.1K- 28.23% |
$355K - $386K
|
10.4K
$1.09M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.9K+ 1.08% |
$1.9M - $2.07M
|
2.06M
$215M
|
|
May 15, 2024
Q1 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
191KNew |
$16.5M - $18M
|
191K
$19.9M
|