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 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
304New |
$26.8K - $31.9K
|
304
$48.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
70K+ 131.32% |
$6.18M - $7.35M
|
123K
$19.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-1.5K- 6.38% |
$132K - $158K
|
22K
$3.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
SELL
|
- |
-335- 12.93% |
$29.6K - $35.2K
|
2.26K
$356K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.03KNew |
$90.9K - $108K
|
1.03K
$163K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
79+ 158.0% |
$6.98K - $8.3K
|
129
$20.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-224K- 97.5% |
$19.8M - $23.6M
|
5.75K
$909K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
6.3KNew |
$556K - $662K
|
6.3K
$996K
|
|
|
Aug 14, 2024
Q2 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
124KNew |
$10.9M - $13M
|
124K
$19.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.78KNew |
$157K - $187K
|
1.78K
$282K
|
|
|
Aug 13, 2024
Q2 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2KNew |
$177K - $210K
|
2K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-159K- 0.27% |
$14M - $16.7M
|
59M
$9.32B
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-495- 25.44% |
$43.7K - $52K
|
1.45K
$229K
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-122- 1.03% |
$10.8K - $12.8K
|
11.8K
$1.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
20.7KNew |
$1.83M - $2.17M
|
20.7K
$3.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
14+ 0.61% |
$1.24K - $1.47K
|
2.31K
$365K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1KNew |
$88.3K - $105K
|
1K
$158K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.08K+ 44.21% |
$95.4K - $113K
|
3.52K
$557K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
32+ 58.18% |
$2.83K - $3.36K
|
87
$13.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
186New |
$16.4K - $19.5K
|
186
$29.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5.23KNew |
$462K - $550K
|
5.23K
$827K
|
|
|
Aug 09, 2024
Q2 2024
|
Presima Inc.
|
SELL
|
- |
-42.3K- 77.99% |
$3.74M - $4.44M
|
11.9K
$1.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
243New |
$21.5K - $25.5K
|
243
$38.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
99New |
$8.74K - $10.4K
|
99
$15.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
279+ 4.76% |
$24.6K - $29.3K
|
6.15K
$971K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8+ 2.05% |
$706 - $840
|
399
$63.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-550- 16.58% |
$48.6K - $57.8K
|
2.77K
$437K
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
2.4KNew |
$212K - $252K
|
2.4K
$379K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2KNew |
$177K - $210K
|
2K
$316K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-165- 14.36% |
$14.6K - $17.3K
|
984
$156K
|
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.65KNew |
$234K - $278K
|
2.65K
$419K
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-8.6K- 37.48% |
$760K - $903K
|
14.4K
$2.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
9New |
$795 - $945
|
9
$1.42K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 44.44% |
$353 - $420
|
5
$790
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
115New |
$10.2K - $12.1K
|
115
$18.2K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
245New |
$21.6K - $25.7K
|
245
$38.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
150New |
$13.2K - $15.8K
|
150
$23.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
15+ 0.41% |
$1.32K - $1.58K
|
3.68K
$581K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
20.5KNew |
$1.81M - $2.16M
|
20.5K
$3.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
68.5KNew |
$6.05M - $7.2M
|
68.5K
$10.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
10KNew |
$883K - $1.05M
|
10K
$1.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-641- 15.4% |
$56.6K - $67.3K
|
3.52K
$557K
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
22.6KNew |
$2M - $2.38M
|
22.6K
$3.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
17New |
$1.5K - $1.79K
|
17
$2.69K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13- 43.33% |
$1.15K - $1.37K
|
17
$2.69K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
300New |
$26.5K - $31.5K
|
300
$47.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-38- 4.01% |
$3.36K - $3.99K
|
910
$144K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
34New |
$3K - $3.57K
|
34
$5.37K
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-1.11K- 14.7% |
$97.8K - $116K
|
6.42K
$1.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
873New |
$77.1K - $91.7K
|
873
$138K
|