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 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
548+ 1.24% |
$57K - $71.1K
|
44.6K
$6.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-143- 1.14% |
$14.9K - $18.6K
|
12.4K
$1.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
500New |
$52K - $64.9K
|
500
$67.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
64.1K+ 5.48% |
$6.67M - $8.32M
|
1.23M
$166M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
41.3K+ 11.0% |
$4.29M - $5.36M
|
417K
$56.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-173- 3.07% |
$18K - $22.4K
|
5.46K
$737K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
202+ 9.18% |
$21K - $26.2K
|
2.4K
$324K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-15- 0.5% |
$1.56K - $1.95K
|
2.99K
$404K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.62K+ 5.78% |
$481K - $600K
|
84.5K
$11.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
BUY
|
- |
27.2KNew |
$2.83M - $3.53M
|
27.2K
$3.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
205+ 1.75% |
$21.3K - $26.6K
|
11.9K
$1.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.13K+ 42.78% |
$117K - $146K
|
3.76K
$507K
|
|
|
Nov 06, 2024
Q3 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-4.2K- 17.5% |
$437K - $545K
|
19.8K
$2.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-43- 4.0% |
$4.47K - $5.58K
|
1.03K
$139K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
14.6K+ 19.24% |
$1.52M - $1.9M
|
90.6K
$12.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-4.74K- 10.52% |
$493K - $615K
|
40.3K
$5.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.15K- 11.15% |
$224K - $279K
|
17.1K
$2.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-268- 1.38% |
$27.9K - $34.8K
|
19.1K
$2.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.72KNew |
$179K - $223K
|
1.72K
$232K
|
|
|
Nov 06, 2024
Q3 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-503- 3.38% |
$52.3K - $65.3K
|
14.4K
$1.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
400New |
$41.6K - $51.9K
|
400
$54K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.34K- 5.31% |
$451K - $563K
|
77.4K
$10.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 1.77% |
$936 - $1.17K
|
518
$69.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
21.6K+ 6.87% |
$2.24M - $2.8M
|
336K
$45.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.63K- 1.71% |
$898K - $1.12M
|
497K
$67.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-272- 12.18% |
$28.3K - $35.3K
|
1.96K
$265K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
56+ 1.21% |
$5.82K - $7.27K
|
4.68K
$632K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5- 0.18% |
$520 - $649
|
2.77K
$374K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.8KNew |
$187K - $233K
|
1.8K
$243K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-302- 1.08% |
$31.4K - $39.2K
|
27.8K
$3.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.19K- 10.86% |
$436K - $544K
|
34.4K
$4.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
3.2K+ 88.06% |
$333K - $415K
|
6.83K
$922K
|
|
|
Nov 05, 2024
Q3 2024
|
American Assets Capital Advisers, LLC
|
SELL
|
- |
-1.14K- 11.7% |
$119K - $148K
|
8.61K
$1.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
109+ 3.42% |
$11.3K - $14.1K
|
3.3K
$445K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
125K+ 52.47% |
$13M - $16.2M
|
363K
$49M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.08KNew |
$320K - $399K
|
3.08K
$415K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-95- 4.57% |
$9.88K - $12.3K
|
1.99K
$268K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 0.44% |
$624 - $778
|
1.39K
$187K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-6.1K- 3.73% |
$634K - $791K
|
158K
$21.3M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-2.31K- 16.15% |
$240K - $300K
|
12K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-147- 2.08% |
$15.3K - $19.1K
|
6.91K
$932K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
19+ 0.89% |
$1.98K - $2.47K
|
2.16K
$291K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.31KNew |
$240K - $300K
|
2.31K
$312K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-276- 2.96% |
$28.7K - $35.8K
|
9.03K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-2.12K- 14.06% |
$220K - $274K
|
12.9K
$1.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-189- 3.13% |
$19.7K - $24.5K
|
5.86K
$790K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.82K+ 0.67% |
$189K - $236K
|
273K
$36.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
389New |
$40.5K - $50.5K
|
389
$52.5K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
8.71K+ 1.94% |
$906K - $1.13M
|
458K
$61.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
702+ 13.46% |
$73K - $91.1K
|
5.92K
$798K
|