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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-120- 1.35% |
$12.5K - $15.6K
|
8.75K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Digital Bridge Group, Inc.
Boca Raton, FL |
BUY
|
PUT |
5.9K+ 90.77% |
$614K - $765K
|
12.4K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.94K+ 21.99% |
$825K - $1.03M
|
44K
$5.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
CALL |
75.4KNew |
$7.84M - $9.78M
|
75.4K
$9.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
788New |
$82K - $102K
|
788
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-519K- 7.2% |
$54M - $67.4M
|
6.7M
$866M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.82KNew |
$189K - $236K
|
1.82K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
13+ 41.94% |
$1.35K - $1.69K
|
44
$5.69K
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.4K+ 5.03% |
$146K - $182K
|
29.2K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
78New |
$8.11K - $10.1K
|
78
$10.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
11+ 0.1% |
$1.14K - $1.43K
|
11K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
142K+ 32468.42% |
$14.8M - $18.4M
|
142K
$18.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
190K+ 18.08% |
$19.8M - $24.7M
|
1.24M
$161M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
300+ 1.4% |
$31.2K - $38.9K
|
21.8K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
5.96K+ 75.71% |
$619K - $773K
|
13.8K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
26.1K+ 26.5% |
$2.72M - $3.39M
|
125K
$16.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.92KNew |
$199K - $249K
|
1.92K
$248K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.71K+ 1.27% |
$282K - $352K
|
215K
$27.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
19.4K+ 97.06% |
$2.02M - $2.52M
|
39.5K
$5.11M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-20.6K- 41.96% |
$2.14M - $2.67M
|
28.5K
$3.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-2.2K- 2.73% |
$229K - $285K
|
78.4K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
26+ 0.68% |
$2.7K - $3.37K
|
3.83K
$496K
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
SELL
|
- |
-9.46K- 7.0% |
$984K - $1.23M
|
126K
$16.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 7.69% |
$10.4K - $13K
|
1.4K
$181K
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
6.35K+ 1.14% |
$660K - $824K
|
565K
$73M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.04KNew |
$108K - $134K
|
1.04K
$134K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
300+ 379.75% |
$31.2K - $38.9K
|
379
$49K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1.65KNew |
$172K - $214K
|
1.65K
$213K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.68KNew |
$175K - $218K
|
1.68K
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.23K- 52.21% |
$232K - $289K
|
2.04K
$264K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-174- 5.12% |
$18.1K - $22.6K
|
3.23K
$417K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
600+ 3.7% |
$62.4K - $77.8K
|
16.8K
$2.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-66.8K- 69.18% |
$6.94M - $8.66M
|
29.7K
$3.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
26New |
$2.7K - $3.37K
|
26
$3.36K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-14.7K- 34.05% |
$1.53M - $1.91M
|
28.5K
$3.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-146- 0.44% |
$15.2K - $18.9K
|
32.7K
$4.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.5K+ 5.11% |
$1.09M - $1.36M
|
216K
$28M
|
|
|
Nov 08, 2024
Q3 2024
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-2.85K- 2.73% |
$296K - $370K
|
102K
$13.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-249- 2.79% |
$25.9K - $32.3K
|
8.69K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-26- 0.56% |
$2.7K - $3.37K
|
4.61K
$597K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.53KNew |
$367K - $458K
|
3.53K
$457K
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
6.77K+ 3.62% |
$704K - $878K
|
194K
$25.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
36.6K+ 119.99% |
$3.8M - $4.75M
|
67.1K
$8.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
347+ 19.03% |
$36.1K - $45K
|
2.17K
$281K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-100- 2.69% |
$10.4K - $13K
|
3.62K
$468K
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
11.7KNew |
$1.22M - $1.52M
|
11.7K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.46K+ 8.15% |
$360K - $449K
|
45.9K
$5.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.99K- 8.51% |
$206K - $258K
|
21.3K
$2.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-126- 0.58% |
$13.1K - $16.3K
|
21.6K
$2.8M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-335- 35.23% |
$34.8K - $43.5K
|
616
$79.7K
|