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 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-6.93K- 19.04% |
$612K - $727K
|
29.4K
$3.81M
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
304New |
$26.8K - $31.9K
|
304
$39.3K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
54.8K+ 51.77% |
$4.84M - $5.75M
|
161K
$20.8M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
108New |
$9.54K - $11.3K
|
108
$14K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 0.23% |
$353 - $420
|
1.72K
$222K
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-310- 2.09% |
$27.4K - $32.6K
|
14.6K
$1.88M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
70K+ 131.32% |
$6.18M - $7.35M
|
123K
$15.9M
|
|
Aug 14, 2024
Q2 2024
|
Hbk Investments L P
Dallas, TX |
SELL
|
PUT |
-3.5K- 21.88% |
$309K - $368K
|
12.5K
$1.62M
|
|
Aug 14, 2024
Q2 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
9.75KNew |
$861K - $1.02M
|
9.75K
$1.26M
|
|
Aug 14, 2024
Q2 2024
|
Hazelview Securities Inc.
Toronto, A6 |
BUY
|
- |
90.9K+ 38.72% |
$8.02M - $9.54M
|
326K
$42.1M
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-1.5K- 6.38% |
$132K - $158K
|
22K
$2.85M
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
10KNew |
$886K - $1.05M
|
10K
$1.3M
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
SELL
|
- |
-335- 12.93% |
$29.6K - $35.2K
|
2.26K
$292K
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.03KNew |
$90.9K - $108K
|
1.03K
$133K
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
79+ 158.0% |
$6.98K - $8.3K
|
129
$16.7K
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
4.99K+ 112.86% |
$440K - $524K
|
9.4K
$1.22M
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-224K- 97.5% |
$19.8M - $23.6M
|
5.75K
$743K
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-300- 7.32% |
$26.5K - $31.5K
|
3.8K
$491K
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
6.3KNew |
$556K - $662K
|
6.3K
$815K
|
|
Aug 14, 2024
Q2 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
124KNew |
$10.9M - $13M
|
124K
$16M
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.97KNew |
$262K - $311K
|
2.97K
$383K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
263+ 72.45% |
$23.2K - $27.6K
|
626
$81K
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.78KNew |
$157K - $187K
|
1.78K
$230K
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-324K- 89.25% |
$28.7M - $34.1M
|
39.1K
$5.05M
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 45.45% |
$442 - $525
|
16
$2.07K
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
25.1KNew |
$2.21M - $2.63M
|
25.1K
$3.24M
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.2% |
$88.3 - $105
|
505
$65.3K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-340- 10.46% |
$30K - $35.7K
|
2.91K
$376K
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
240+ 5.63% |
$21.2K - $25.2K
|
4.5K
$582K
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
19.3KNew |
$1.7M - $2.02M
|
19.3K
$2.49M
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.9K+ 5.65% |
$168K - $200K
|
35.5K
$4.59M
|
|
Aug 13, 2024
Q2 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2KNew |
$177K - $210K
|
2K
$259K
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-100- 3.46% |
$8.83K - $10.5K
|
2.79K
$361K
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-4.2K- 61.74% |
$371K - $441K
|
2.6K
$336K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.5KNew |
$133K - $158K
|
1.5K
$194K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-159K- 0.27% |
$14M - $16.7M
|
59M
$7.63B
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-800- 26.49% |
$70.6K - $84K
|
2.22K
$287K
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-495- 25.44% |
$43.7K - $52K
|
1.45K
$188K
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-122- 1.03% |
$10.8K - $12.8K
|
11.8K
$1.52M
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
20.7KNew |
$1.83M - $2.17M
|
20.7K
$2.68M
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
9.5K+ 915.22% |
$839K - $998K
|
10.5K
$1.36M
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
14+ 0.61% |
$1.24K - $1.47K
|
2.31K
$298K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1KNew |
$88.3K - $105K
|
1K
$129K
|
|
Aug 12, 2024
Q2 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
13.8KNew |
$1.22M - $1.45M
|
13.8K
$1.78M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.08K+ 44.21% |
$95.4K - $113K
|
3.52K
$456K
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.8K+ 132.78% |
$1.22M - $1.45M
|
24.1K
$3.12M
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2KNew |
$177K - $210K
|
2K
$259K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
32+ 58.18% |
$2.83K - $3.36K
|
87
$11.3K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-100- 66.23% |
$8.83K - $10.5K
|
51
$6.6K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
186New |
$16.4K - $19.5K
|
186
$24.1K
|