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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
150+ 5.05% |
$13.2K - $15.8K
|
3.12K
$395K
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
191+ 2.09% |
$16.9K - $20.1K
|
9.31K
$1.18M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
50+ 1.37% |
$4.42K - $5.25K
|
3.71K
$469K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18- 0.62% |
$1.59K - $1.89K
|
2.89K
$365K
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1.3K+ 3.84% |
$115K - $137K
|
35.2K
$4.45M
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-1.71K- 18.65% |
$151K - $179K
|
7.44K
$941K
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-240- 0.8% |
$21.2K - $25.2K
|
29.9K
$3.78M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-463- 0.85% |
$40.9K - $48.6K
|
54.2K
$6.86M
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-15- 0.54% |
$1.32K - $1.58K
|
2.74K
$347K
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-241- 0.82% |
$21.3K - $25.3K
|
29.2K
$3.69M
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.12KNew |
$187K - $223K
|
2.12K
$268K
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-64- 1.12% |
$5.65K - $6.72K
|
5.64K
$713K
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-26- 4.96% |
$2.3K - $2.73K
|
498
$63K
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-960- 20.41% |
$84.8K - $101K
|
3.74K
$474K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
512+ 2.12% |
$45.2K - $53.8K
|
24.7K
$3.12M
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-197- 4.07% |
$17.4K - $20.7K
|
4.64K
$587K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
27+ 17.2% |
$2.38K - $2.84K
|
184
$23.3K
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
2.11KNew |
$186K - $221K
|
2.11K
$267K
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-4.37K- 3.52% |
$386K - $459K
|
120K
$15.2M
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.09KNew |
$185K - $220K
|
2.09K
$265K
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-1.11K- 14.7% |
$97.8K - $116K
|
6.42K
$812K
|
|
Jul 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-2.92K- 38.63% |
$257K - $306K
|
4.63K
$586K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
272+ 173.25% |
$24K - $28.6K
|
429
$54.3K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.2K+ 320.11% |
$1.43M - $1.7M
|
21.2K
$2.68M
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.6K+ 4.97% |
$141K - $168K
|
33.8K
$4.28M
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
33+ 2.45% |
$2.91K - $3.47K
|
1.38K
$175K
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-350- 4.19% |
$30.9K - $36.8K
|
8K
$1.01M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
873New |
$77.1K - $91.7K
|
873
$110K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
186New |
$16.4K - $19.5K
|
186
$23.5K
|
|
Jul 24, 2024
Q2 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-286- 0.06% |
$25.3K - $30K
|
457K
$57.8M
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
23New |
$2.03K - $2.42K
|
23
$2.91K
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-90- 12.0% |
$7.95K - $9.45K
|
660
$83.5K
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
43.7K+ 10.66% |
$3.86M - $4.59M
|
453K
$57.4M
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
346+ 7.11% |
$30.6K - $36.3K
|
5.22K
$660K
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
65+ 0.27% |
$5.74K - $6.83K
|
23.8K
$3.01M
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-629- 4.42% |
$55.5K - $66.1K
|
13.6K
$1.72M
|
|
Jul 24, 2024
Q2 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
16.5K+ 44.76% |
$1.45M - $1.73M
|
53.2K
$6.74M
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.15KNew |
$367K - $436K
|
4.15K
$525K
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.09KNew |
$450K - $535K
|
5.09K
$644K
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-907- 10.04% |
$80.1K - $95.2K
|
8.13K
$1.03M
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
6+ 23.08% |
$530 - $630
|
32
$4.05K
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
2.14KNew |
$189K - $225K
|
2.14K
$271K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-452- 55.94% |
$39.9K - $47.5K
|
356
$45K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
278+ 3.72% |
$24.6K - $29.2K
|
7.75K
$980K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
79+ 1.35% |
$6.98K - $8.3K
|
5.92K
$749K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.36K+ 1059.17% |
$561K - $667K
|
6.96K
$880K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
524+ 2.82% |
$46.3K - $55K
|
19.1K
$2.42M
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
55New |
$4.86K - $5.78K
|
55
$6.96K
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.7K+ 3.14% |
$150K - $178K
|
55.7K
$7.05M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.84K+ 106.48% |
$251K - $299K
|
5.52K
$698K
|