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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5.23KNew |
$462K - $550K
|
5.23K
$677K
|
|
|
Aug 09, 2024
Q2 2024
|
Presima Inc.
|
SELL
|
- |
-42.3K- 77.99% |
$3.74M - $4.44M
|
11.9K
$1.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-33.3K- 43.22% |
$2.94M - $3.49M
|
43.7K
$5.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
243New |
$21.5K - $25.5K
|
243
$31.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
99New |
$8.74K - $10.4K
|
99
$12.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
279+ 4.76% |
$24.6K - $29.3K
|
6.15K
$795K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8+ 2.05% |
$706 - $840
|
399
$51.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-550- 16.58% |
$48.6K - $57.8K
|
2.77K
$358K
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
2.4KNew |
$212K - $252K
|
2.4K
$310K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2KNew |
$177K - $210K
|
2K
$259K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
139+ 42.25% |
$12.3K - $14.6K
|
468
$60.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.95K- 6.25% |
$172K - $205K
|
29.2K
$3.78M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-165- 14.36% |
$14.6K - $17.3K
|
984
$127K
|
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.65KNew |
$234K - $278K
|
2.65K
$343K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-15.3K- 13.4% |
$1.35M - $1.61M
|
99.1K
$12.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-8.6K- 37.48% |
$760K - $903K
|
14.4K
$1.86M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-462- 16.99% |
$40.8K - $48.5K
|
2.26K
$292K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
430+ 159.26% |
$38K - $45.2K
|
700
$90.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
9New |
$795 - $945
|
9
$1.16K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 44.44% |
$353 - $420
|
5
$647
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.45K- 30.68% |
$128K - $152K
|
3.28K
$424K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.35KNew |
$472K - $562K
|
5.35K
$692K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
115New |
$10.2K - $12.1K
|
115
$14.9K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
245New |
$21.6K - $25.7K
|
245
$31.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
150New |
$13.2K - $15.8K
|
150
$19.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
15+ 0.41% |
$1.32K - $1.58K
|
3.68K
$476K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
20.5KNew |
$1.81M - $2.16M
|
20.5K
$2.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-49K- 78.45% |
$4.33M - $5.15M
|
13.5K
$1.74M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-349- 41.11% |
$30.8K - $36.6K
|
500
$64.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
68.5KNew |
$6.05M - $7.2M
|
68.5K
$8.86M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
10KNew |
$883K - $1.05M
|
10K
$1.29M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
21New |
$1.85K - $2.21K
|
21
$2.72K
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-641- 15.4% |
$56.6K - $67.3K
|
3.52K
$456K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11+ 0.23% |
$971 - $1.16K
|
4.71K
$610K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-30- 0.71% |
$2.65K - $3.15K
|
4.17K
$539K
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
22.6KNew |
$2M - $2.38M
|
22.6K
$2.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
SELL
|
- |
-36- 1.22% |
$3.18K - $3.78K
|
2.91K
$376K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14New |
$1.24K - $1.47K
|
14
$1.81K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
17New |
$1.5K - $1.79K
|
17
$2.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13- 43.33% |
$1.15K - $1.37K
|
17
$2.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-25- 0.17% |
$2.21K - $2.63K
|
14.4K
$1.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.86K- 55.02% |
$164K - $195K
|
1.52K
$196K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14+ 100.0% |
$1.24K - $1.47K
|
28
$3.62K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-80- 7.78% |
$7.06K - $8.4K
|
948
$123K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
300New |
$26.5K - $31.5K
|
300
$38.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
450+ 13.6% |
$39.7K - $47.3K
|
3.76K
$486K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.47KNew |
$218K - $259K
|
2.47K
$319K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-38- 4.01% |
$3.36K - $3.99K
|
910
$118K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-223- 1.36% |
$19.7K - $23.4K
|
16.2K
$2.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-7.71K- 88.27% |
$681K - $810K
|
1.03K
$133K
|