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 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-75- 3.01% |
$6.49K - $7.07K
|
2.41K
$257K
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.11K- 20.85% |
$95.7K - $104K
|
4.2K
$447K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
10+ 0.2% |
$865 - $943
|
5.06K
$539K
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-18.3K- 27.88% |
$1.58M - $1.72M
|
47.4K
$5.04M
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-117- 1.77% |
$10.1K - $11K
|
6.51K
$693K
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.07K+ 5.59% |
$92.7K - $101K
|
20.3K
$2.16M
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
707+ 32.21% |
$61.2K - $66.6K
|
2.9K
$309K
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
5.8KNew |
$502K - $547K
|
5.8K
$618K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-842- 58.72% |
$72.8K - $79.4K
|
592
$63K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-420- 23.8% |
$36.3K - $39.6K
|
1.35K
$143K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12+ 0.41% |
$1.04K - $1.13K
|
2.91K
$309K
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
32.4K+ 27.49% |
$2.8M - $3.05M
|
150K
$16M
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
1.59K+ 15.42% |
$137K - $149K
|
11.9K
$1.26M
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-35- 1.47% |
$3.03K - $3.3K
|
2.34K
$249K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-716- 66.98% |
$61.9K - $67.5K
|
353
$37.6K
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
101+ 3.09% |
$8.74K - $9.52K
|
3.37K
$359K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.04K+ 5.88% |
$263K - $286K
|
54.7K
$5.82M
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
230KNew |
$19.9M - $21.7M
|
230K
$24.5M
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-9.4K- 14.62% |
$813K - $886K
|
54.9K
$5.85M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-300- 3.75% |
$26K - $28.3K
|
7.71K
$821K
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
7.9K+ 31.36% |
$683K - $745K
|
33.1K
$3.52M
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7.29K+ 2.41% |
$631K - $687K
|
310K
$33M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.69KNew |
$233K - $254K
|
2.69K
$287K
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.54KNew |
$133K - $145K
|
1.54K
$164K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-34- 0.48% |
$2.94K - $3.2K
|
7.04K
$750K
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-349- 4.42% |
$30.2K - $32.9K
|
7.54K
$803K
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-7.5K- 12.94% |
$648K - $706K
|
50.4K
$5.37M
|
|
Apr 30, 2024
Q1 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
4.23K+ 0.43% |
$366K - $399K
|
982K
$105M
|
|
Apr 30, 2024
Q1 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-380- 0.73% |
$32.9K - $35.8K
|
51.8K
$5.52M
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-24.4K- 5.25% |
$2.11M - $2.3M
|
440K
$46.9M
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
157+ 785.0% |
$13.6K - $14.8K
|
177
$18.8K
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-50- 0.17% |
$4.33K - $4.71K
|
30.1K
$3.21M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
502+ 408.13% |
$43.4K - $47.3K
|
625
$66.6K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
333+ 64.53% |
$28.8K - $31.4K
|
849
$90.4K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.66K- 10.77% |
$230K - $251K
|
22K
$2.35M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.02K- 20.8% |
$174K - $190K
|
7.67K
$817K
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.66K+ 20.9% |
$230K - $250K
|
15.4K
$1.64M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
89+ 2.63% |
$7.7K - $8.39K
|
3.47K
$369K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
180+ 0.04% |
$15.6K - $17K
|
410K
$43.6M
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 18.18% |
$346 - $377
|
26
$2.77K
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
23.4K+ 10.83% |
$2.03M - $2.21M
|
240K
$25.5M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-50- 50.0% |
$4.33K - $4.71K
|
50
$5.32K
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-180- 4.18% |
$15.6K - $17K
|
4.12K
$439K
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
292+ 5.19% |
$25.3K - $27.5K
|
5.91K
$630K
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.38KNew |
$379K - $413K
|
4.38K
$467K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
137+ 0.47% |
$11.9K - $12.9K
|
29.4K
$3.13M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49- 0.83% |
$4.24K - $4.62K
|
5.84K
$622K
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
250New |
$21.6K - $23.6K
|
250
$26.6K
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
350New |
$30.3K - $33K
|
350
$37.3K
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.2K- 29.46% |
$104K - $113K
|
2.87K
$305K
|