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 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
800New |
$62.9K - $68.4K
|
800
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-169- 1.13% |
$13.3K - $14.4K
|
14.8K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2+ 40.0% |
$157 - $171
|
7
$905
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
8.89KNew |
$699K - $760K
|
8.89K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
20.7KNew |
$1.63M - $1.77M
|
20.7K
$2.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-648- 99.85% |
$50.9K - $55.4K
|
1
$129
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.62K+ 10.36% |
$127K - $138K
|
17.2K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6New |
$472 - $513
|
6
$776
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.56K+ 59.21% |
$280K - $304K
|
9.58K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-27Closed |
$2.12K - $2.31K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
20.5KNew |
$1.61M - $1.75M
|
20.5K
$2.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-11.8K- 70.53% |
$929K - $1.01M
|
4.94K
$639K
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
19.4KNew |
$1.52M - $1.66M
|
19.4K
$2.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-130- 56.52% |
$10.2K - $11.1K
|
100
$12.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
21+ 4.0% |
$1.65K - $1.79K
|
546
$70.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3+ 0.07% |
$236 - $256
|
4.46K
$576K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.13K- 49.71% |
$246K - $267K
|
3.16K
$409K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
66.3KNew |
$5.21M - $5.67M
|
66.3K
$8.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 2.86% |
$78.6 - $85.5
|
36
$4.66K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
CALL |
-6K- 60.0% |
$472K - $513K
|
4K
$517K
|
|
|
Oct 30, 2023
Q3 2023
|
Ldr Capital Management LLC
New York, NY |
BUY
|
- |
12.6KNew |
$990K - $1.08M
|
12.6K
$1.63M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
843+ 4.49% |
$66.3K - $72.1K
|
19.6K
$2.54M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
1.71K+ 4.13% |
$134K - $146K
|
43.1K
$5.57M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-50- 33.33% |
$3.93K - $4.27K
|
100
$12.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-2.7K- 20.15% |
$212K - $231K
|
10.7K
$1.38M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3.43KNew |
$269K - $293K
|
3.43K
$443K
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-2.4K- 46.69% |
$189K - $205K
|
2.74K
$355K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
8New |
$629 - $684
|
8
$1.03K
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.46KNew |
$193K - $210K
|
2.46K
$318K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-40- 5.41% |
$3.14K - $3.42K
|
700
$90.5K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
600+ 22.22% |
$42.2K - $49.2K
|
3.3K
$427K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.98K- 56.18% |
$562K - $654K
|
6.23K
$805K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
138New |
$9.71K - $11.3K
|
138
$17.8K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
317New |
$22.3K - $26K
|
317
$41K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
40New |
$2.82K - $3.28K
|
40
$5.17K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
8.28KNew |
$583K - $679K
|
8.28K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
PUT |
18KNew |
$1.27M - $1.48M
|
18K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
59.4KNew |
$4.18M - $4.87M
|
59.4K
$7.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-2.16K- 22.37% |
$152K - $177K
|
7.51K
$971K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
16.5KNew |
$1.16M - $1.35M
|
16.5K
$2.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-26- 0.06% |
$1.83K - $2.13K
|
40.1K
$5.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100New |
$7.04K - $8.2K
|
100
$12.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-204K- 17.1% |
$14.4M - $16.7M
|
990K
$128M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
250New |
$17.6K - $20.5K
|
250
$32.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-15- 0.19% |
$1.06K - $1.23K
|
8.09K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
100New |
$7.04K - $8.2K
|
100
$12.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
35New |
$2.46K - $2.87K
|
35
$4.53K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
6New |
$422 - $492
|
6
$776
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.56KNew |
$180K - $209K
|
2.56K
$330K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
3.12KNew |
$220K - $256K
|
3.12K
$403K
|
|