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 |
---|---|---|---|---|---|---|---|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-600- 4.62% |
$51.9K - $56.6K
|
12.4K
$1.32M
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-31- 0.2% |
$2.68K - $2.92K
|
15.6K
$1.66M
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-61- 2.73% |
$5.28K - $5.75K
|
2.18K
$232K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
66+ 3.68% |
$5.71K - $6.22K
|
1.86K
$198K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
11New |
$952 - $1.04K
|
11
$1.17K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
781+ 2.95% |
$67.6K - $73.6K
|
27.3K
$2.91M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.7K- 6.9% |
$233K - $254K
|
36.4K
$3.87M
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-2.37K- 8.87% |
$205K - $224K
|
24.4K
$2.6M
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
16+ 0.42% |
$1.38K - $1.51K
|
3.78K
$403K
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.13K+ 41.51% |
$97.5K - $106K
|
3.84K
$409K
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
1.59K+ 0.68% |
$138K - $150K
|
234K
$25M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
538+ 10.62% |
$46.5K - $50.7K
|
5.6K
$597K
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.08K- 3.24% |
$93.6K - $102K
|
32.4K
$3.45M
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
63+ 62.38% |
$5.45K - $5.94K
|
164
$17.5K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
22+ 64.71% |
$1.9K - $2.07K
|
56
$5.96K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-200- 40.0% |
$17.3K - $18.9K
|
300
$31.9K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
875+ 15.82% |
$75.7K - $82.5K
|
6.41K
$682K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.17% |
$86.5 - $94.3
|
600
$63.9K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.93K- 19.28% |
$513K - $559K
|
24.8K
$2.64M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
577+ 6.76% |
$49.9K - $54.4K
|
9.11K
$970K
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-9- 0.12% |
$779 - $848
|
7.55K
$803K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-700- 63.64% |
$60.6K - $66K
|
400
$42.6K
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.61K- 0.84% |
$226K - $246K
|
308K
$32.8M
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-57- 0.7% |
$4.93K - $5.37K
|
8.11K
$864K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-15- 0.42% |
$1.3K - $1.41K
|
3.57K
$380K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
599+ 8.27% |
$51.8K - $56.5K
|
7.84K
$835K
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
SELL
|
- |
-13.7K- 6.76% |
$1.19M - $1.29M
|
189K
$20.1M
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
133+ 0.12% |
$11.5K - $12.5K
|
114K
$12.2M
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
108+ 2.23% |
$9.34K - $10.2K
|
4.95K
$527K
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.54K- 1.59% |
$220K - $239K
|
158K
$16.8M
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10.1K+ 6.38% |
$870K - $948K
|
168K
$17.9M
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
17.3K+ 1.59% |
$1.49M - $1.63M
|
1.1M
$117M
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-1.7K- 16.31% |
$147K - $161K
|
8.74K
$930K
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.62K+ 12.99% |
$140K - $152K
|
14.1K
$1.5M
|
|
May 02, 2024
Q1 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
18.5K+ 2.86% |
$1.6M - $1.75M
|
668K
$71.1M
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-185- 54.09% |
$16K - $17.4K
|
157
$16.7K
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
122+ 4.76% |
$10.6K - $11.5K
|
2.69K
$286K
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-48.6K- 0.61% |
$4.2M - $4.58M
|
7.94M
$845M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20.9KNew |
$1.81M - $1.97M
|
20.9K
$2.22M
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
524K+ 88.06% |
$45.3M - $49.4M
|
1.12M
$119M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-63- 1.47% |
$5.45K - $5.94K
|
4.22K
$450K
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-63- 0.57% |
$5.45K - $5.94K
|
10.9K
$1.17M
|
|
May 02, 2024
Q1 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-1.53K- 38.59% |
$133K - $144K
|
2.44K
$260K
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
70+ 1.51% |
$6.06K - $6.6K
|
4.7K
$501K
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-456- 14.19% |
$39.4K - $43K
|
2.76K
$294K
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.28% |
$606 - $660
|
2.51K
$268K
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-753- 0.84% |
$65.1K - $71K
|
89K
$9.48M
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
104New |
$9K - $9.8K
|
104
$11.1K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-2- 0.05% |
$173 - $189
|
3.66K
$389K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
177+ 5.84% |
$15.3K - $16.7K
|
3.21K
$342K
|