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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.12% |
$104 - $130
|
823
$106K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-311- 21.87% |
$32.3K - $40.3K
|
1.11K
$144K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
23+ 0.08% |
$2.39K - $2.98K
|
30.5K
$3.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-302- 1.52% |
$31.4K - $39.2K
|
19.6K
$2.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.7KNew |
$177K - $220K
|
1.7K
$220K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-147- 4.12% |
$15.3K - $19.1K
|
3.42K
$442K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.86K- 4.84% |
$193K - $241K
|
36.5K
$4.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-7- 50.0% |
$728 - $908
|
7
$905
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
962+ 27.99% |
$100K - $125K
|
4.4K
$569K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
66+ 0.73% |
$6.86K - $8.56K
|
9.08K
$1.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.82K- 2.43% |
$189K - $236K
|
73.2K
$9.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4- 0.1% |
$416 - $519
|
3.91K
$505K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
173K+ 21235.95% |
$18M - $22.5M
|
174K
$22.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
7.62KNew |
$793K - $989K
|
7.62K
$986K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
9.8K+ 3.85% |
$1.02M - $1.27M
|
264K
$34.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
625+ 16.86% |
$65K - $81.1K
|
4.33K
$560K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
9+ 0.21% |
$936 - $1.17K
|
4.36K
$564K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
497+ 5.37% |
$51.7K - $64.5K
|
9.75K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
331+ 4.42% |
$34.4K - $42.9K
|
7.82K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
62+ 1.24% |
$6.45K - $8.04K
|
5.07K
$656K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.7K- 5.36% |
$489K - $610K
|
83.1K
$10.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 1.9% |
$2.6K - $3.24K
|
1.34K
$174K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-898- 0.93% |
$93.4K - $117K
|
95.8K
$12.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42K+ 9.63% |
$4.37M - $5.45M
|
478K
$61.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 16.67% |
$1.25K - $1.56K
|
84
$10.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.84K+ 0.93% |
$191K - $238K
|
199K
$25.7M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.92KNew |
$199K - $248K
|
1.92K
$248K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
175New |
$18.2K - $22.7K
|
175
$22.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-523- 0.94% |
$54.4K - $67.9K
|
54.9K
$7.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
48+ 2.03% |
$4.99K - $6.23K
|
2.42K
$313K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.61K+ 5.36% |
$999K - $1.25M
|
189K
$24.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.83K+ 3.25% |
$190K - $237K
|
58.1K
$7.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-19.3K- 13.64% |
$2.01M - $2.51M
|
122K
$15.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
5.86K+ 1231.3% |
$610K - $760K
|
6.34K
$820K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.67K+ 182.14% |
$382K - $476K
|
5.69K
$736K
|
|
|
Oct 17, 2024
Q3 2024
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
818+ 0.46% |
$85.1K - $106K
|
180K
$23.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.81KNew |
$292K - $364K
|
2.81K
$363K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15.4K- 72.75% |
$1.6M - $2M
|
5.78K
$747K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
378+ 2.24% |
$39.3K - $49K
|
17.2K
$2.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-78- 4.93% |
$8.11K - $10.1K
|
1.5K
$195K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.83KNew |
$294K - $367K
|
2.83K
$366K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
385+ 2.36% |
$40K - $49.9K
|
16.7K
$2.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-253- 19.48% |
$26.3K - $32.8K
|
1.05K
$135K
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-4.61K- 28.31% |
$479K - $598K
|
11.7K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-141- 0.48% |
$14.7K - $18.3K
|
29K
$3.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-262- 5.01% |
$27.2K - $34K
|
4.97K
$643K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-700- 76.75% |
$72.8K - $90.8K
|
212
$27.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
5.11KNew |
$531K - $662K
|
5.11K
$660K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
26+ 0.4% |
$2.7K - $3.37K
|
6.6K
$854K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
611+ 5.02% |
$63.5K - $79.3K
|
12.8K
$1.65M
|