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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
5.5KNew |
$315K - $393K
|
5.5K
$711K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.19MNew |
$241M - $300M
|
4.19M
$542M
|
|
|
Feb 14, 2023
Q4 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
5.5KNew |
$316K - $394K
|
5.5K
$711K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-38- 0.19% |
$2.18K - $2.72K
|
19.9K
$2.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
50KNew |
$2.87M - $3.58M
|
50K
$6.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
188KNew |
$10.8M - $13.5M
|
188K
$24.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.6KNew |
$149K - $186K
|
2.6K
$336K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.13KNew |
$295K - $367K
|
5.13K
$664K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
335New |
$19.2K - $24K
|
335
$43.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.49M- 81.67% |
$85.3M - $106M
|
334K
$43.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
100New |
$5.74K - $7.16K
|
100
$12.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 23.19% |
$91.7K - $114K
|
5.3K
$685K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
195+ 148.85% |
$11.2K - $14K
|
326
$42.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
2.33K+ 11.65% |
$134K - $167K
|
22.4K
$2.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-31.9K- 82.25% |
$1.83M - $2.29M
|
6.9K
$892K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
4.55KNew |
$261K - $326K
|
4.55K
$588K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.2KNew |
$126K - $158K
|
2.2K
$285K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-79- 48.77% |
$4.53K - $5.65K
|
83
$10.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.88% |
$57.4 - $71.6
|
115
$14.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
1.5KNew |
$86.1K - $107K
|
1.5K
$194K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
830+ 16.26% |
$47.6K - $59.4K
|
5.93K
$768K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
215New |
$12.3K - $15.4K
|
215
$27.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-37- 10.98% |
$2.12K - $2.65K
|
300
$38.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.5K+ 66.31% |
$143K - $179K
|
6.27K
$811K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
34New |
$1.95K - $2.43K
|
34
$4.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
81New |
$4.65K - $5.8K
|
81
$10.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-25- 12.76% |
$1.43K - $1.79K
|
171
$22.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100New |
$5.74K - $7.16K
|
100
$12.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-13- 25.49% |
$746 - $931
|
38
$4.91K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
39+ 0.66% |
$2.24K - $2.79K
|
5.93K
$766K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-50- 1.12% |
$2.87K - $3.58K
|
4.4K
$569K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-7.87K- 8.7% |
$452K - $564K
|
82.6K
$10.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
9New |
$516 - $644
|
9
$1.16K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-1.24K- 6.39% |
$70.9K - $88.5K
|
18.1K
$2.34M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
100+ 10.0% |
$5.74K - $7.16K
|
1.1K
$142K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-1.22K- 9.85% |
$70K - $87.3K
|
11.2K
$1.44M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-5.45K- 20.74% |
$312K - $390K
|
20.8K
$2.69M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
228New |
$13.1K - $16.3K
|
228
$29.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
24New |
$1.38K - $1.72K
|
24
$3.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
105New |
$6.02K - $7.52K
|
105
$13.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-510- 14.28% |
$29.3K - $36.5K
|
3.06K
$396K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
600New |
$34.4K - $42.9K
|
600
$77.6K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
9New |
$516 - $644
|
9
$1.16K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
926+ 701.52% |
$53.1K - $66.3K
|
1.06K
$137K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
306New |
$17.6K - $21.9K
|
306
$39.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.42KNew |
$81.2K - $101K
|
1.42K
$183K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
425New |
$24.4K - $30.4K
|
425
$55K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
150KNew |
$9.5M - $13M
|
150K
$19.4M
|
|
|
Nov 29, 2022
Q3 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.38KNew |
$278K - $379K
|
4.38K
$567K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
30+ 2.26% |
$1.9K - $2.59K
|
1.36K
$175K
|
|