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 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
11.4K+ 5.58% |
$1.19M - $1.48M
|
216K
$27.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.7KNew |
$177K - $221K
|
1.7K
$220K
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
13KNew |
$1.35M - $1.69M
|
13K
$1.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.3K+ 100.19% |
$447K - $557K
|
8.59K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
4.4KNew |
$458K - $571K
|
4.4K
$569K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
336+ 126.32% |
$34.9K - $43.6K
|
602
$77.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
11+ 0.49% |
$1.14K - $1.43K
|
2.26K
$293K
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
1.64K+ 3.43% |
$171K - $213K
|
49.5K
$6.4M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
6New |
$624 - $778
|
6
$776
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.93K+ 20.34% |
$616K - $769K
|
35.1K
$4.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.11K- 56.45% |
$220K - $274K
|
1.63K
$211K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
118+ 2.71% |
$12.3K - $15.3K
|
4.48K
$579K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 0.32% |
$832 - $1.04K
|
2.53K
$327K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-980- 77.65% |
$102K - $127K
|
282
$36.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
3.53K+ 162.81% |
$367K - $458K
|
5.7K
$738K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.24% |
$520 - $649
|
2.13K
$275K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.45K+ 166.09% |
$359K - $447K
|
5.52K
$714K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.59KNew |
$165K - $206K
|
1.59K
$205K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-336- 1.02% |
$34.9K - $43.6K
|
32.7K
$4.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
307New |
$31.9K - $39.8K
|
307
$39.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-504K- 83.41% |
$52.4M - $65.3M
|
100K
$13M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-42- 0.23% |
$4.37K - $5.45K
|
18.6K
$2.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.17K- 20.14% |
$122K - $152K
|
4.65K
$602K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-155- 0.72% |
$16.1K - $20.1K
|
21.5K
$2.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-94- 2.03% |
$9.78K - $12.2K
|
4.54K
$587K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
22+ 0.29% |
$2.29K - $2.85K
|
7.59K
$982K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
600+ 4.55% |
$62.4K - $77.8K
|
13.8K
$1.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-465- 16.47% |
$48.4K - $60.3K
|
2.36K
$305K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-6.69K- 20.22% |
$696K - $868K
|
26.4K
$3.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.32K+ 5.34% |
$241K - $301K
|
45.8K
$5.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.13KNew |
$222K - $277K
|
2.13K
$276K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-264K- 2.13% |
$27.5M - $34.3M
|
12.2M
$1.57B
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
258+ 10.25% |
$26.8K - $33.5K
|
2.77K
$359K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-30.3K- 2.67% |
$3.15M - $3.93M
|
1.11M
$143M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
971+ 2.14% |
$101K - $126K
|
46.3K
$5.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-236- 3.63% |
$24.5K - $30.6K
|
6.27K
$811K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-303- 12.94% |
$31.5K - $39.3K
|
2.04K
$264K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-56- 11.24% |
$5.82K - $7.27K
|
442
$57.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
30.8KNew |
$3.21M - $4M
|
30.8K
$3.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
15.5K+ 208.99% |
$1.62M - $2.02M
|
23K
$2.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
139+ 5.03% |
$14.5K - $18K
|
2.9K
$375K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.69KNew |
$176K - $219K
|
1.69K
$219K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.33K+ 3.25% |
$346K - $432K
|
106K
$13.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
174+ 5.61% |
$18.1K - $22.6K
|
3.28K
$424K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.06K- 4.22% |
$527K - $657K
|
115K
$14.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-86- 0.44% |
$8.94K - $11.2K
|
19.3K
$2.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
46New |
$4.78K - $5.97K
|
46
$5.95K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.56K- 3.31% |
$162K - $202K
|
45.5K
$5.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.47KNew |
$257K - $321K
|
2.47K
$320K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.77KNew |
$184K - $230K
|
1.77K
$229K
|