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, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
3.56K+ 47.45% |
$225K - $307K
|
11.1K
$1.39M
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
21+ 44.68% |
$1.33K - $1.81K
|
68
$8.54K
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
41.7K+ 141.27% |
$2.64M - $3.6M
|
71.2K
$8.94M
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
BUY
|
- |
750+ 18.47% |
$47.5K - $64.8K
|
4.81K
$604K
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.12KNew |
$198K - $269K
|
3.12K
$392K
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9.98K- 69.39% |
$632K - $862K
|
4.4K
$553K
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-850- 0.63% |
$53.8K - $73.4K
|
135K
$16.9M
|
|
Nov 01, 2022
Q3 2022
|
Tekla Capital Management LLC
|
SELL
|
- |
-162K- 79.57% |
$10.2M - $14M
|
41.5K
$5.21M
|
|
Nov 01, 2022
Q3 2022
|
Toews Corp
|
BUY
|
- |
15.6KNew |
$988K - $1.35M
|
15.6K
$1.96M
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
23+ 0.22% |
$1.46K - $1.99K
|
10.6K
$1.34M
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
63New |
$3.99K - $5.44K
|
63
$7.91K
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.3KNew |
$82.3K - $112K
|
1.3K
$163K
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-20- 76.92% |
$1.27K - $1.73K
|
6
$753
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-93- 8.15% |
$5.89K - $8.03K
|
1.05K
$132K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.05KNew |
$130K - $177K
|
2.05K
$257K
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
5.47KNew |
$346K - $472K
|
5.47K
$687K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
173+ 123.57% |
$11K - $14.9K
|
313
$39.3K
|
|
Oct 20, 2022
Q3 2022
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
43.7KNew |
$2.77M - $3.77M
|
43.7K
$5.48M
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
5.01KNew |
$317K - $433K
|
5.01K
$629K
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
908+ 2.21% |
$57.5K - $78.4K
|
42K
$5.28M
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
340New |
$21.5K - $29.4K
|
340
$42.7K
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
320New |
$20.3K - $27.6K
|
320
$40.2K
|
|
Q2 2022 | |||||||
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.33KClosed |
$258K - $325K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.3KClosed |
$953K - $1.2M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-5.65KClosed |
$437K - $552K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-645Closed |
$50K - $63.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3+ 0.12% |
$232 - $293
|
2.52K
$317K
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-5.11KClosed |
$396K - $500K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.47KClosed |
$114K - $144K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.04KClosed |
$391K - $493K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-184Closed |
$14.3K - $18K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-730Closed |
$56.5K - $71.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sandler Capital Management
New York, NY |
SELL
|
- |
-136KClosed |
$10.5M - $13.3M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-315K- 31.03% |
$24.4M - $30.8M
|
700K
$87.9M
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
15.7KNew |
$1.22M - $1.54M
|
15.7K
$1.97M
|
|
Aug 15, 2022
Q2 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-13.9KClosed |
$1.08M - $1.36M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
3.05MNew |
$236M - $299M
|
3.05M
$383M
|
|
Aug 12, 2022
Q2 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
4.82KNew |
$373K - $471K
|
4.82K
$605K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
19.1K+ 173.47% |
$1.48M - $1.87M
|
30.1K
$3.78M
|
|
Aug 12, 2022
Q2 2022
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
6.82KNew |
$528K - $667K
|
6.82K
$856K
|
|
Aug 12, 2022
Q2 2022
|
Resolute Capital Asset Partners LLC
Denver, CO |
SELL
|
- |
-20K- 13.35% |
$1.55M - $1.96M
|
130K
$16.3M
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
75+ 3.22% |
$5.81K - $7.34K
|
2.4K
$302K
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-2.29KClosed |
$177K - $224K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-23KClosed |
$1.78M - $2.25M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
913+ 17.68% |
$70.7K - $89.3K
|
6.08K
$763K
|
|
Aug 11, 2022
Q2 2022
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-4.7KClosed |
$364K - $459K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
433+ 3.1% |
$33.5K - $42.4K
|
14.4K
$1.81M
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-10Closed |
$775 - $978
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-2.72K- 16.26% |
$211K - $266K
|
14K
$1.76M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.78KClosed |
$292K - $369K
|
0
$0
|