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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
186New |
$16.4K - $19.5K
|
186
$29.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
23New |
$2.03K - $2.42K
|
23
$3.64K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
55New |
$4.86K - $5.78K
|
55
$8.69K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.12KNew |
$275K - $328K
|
3.12K
$493K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
28+ 4.93% |
$2.47K - $2.94K
|
596
$94.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
261New |
$23K - $27.4K
|
261
$41.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-200- 66.67% |
$17.7K - $21K
|
100
$15.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
2KNew |
$177K - $210K
|
2K
$316K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-400- 57.14% |
$35.3K - $42K
|
300
$47.4K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-18- 13.33% |
$1.59K - $1.89K
|
117
$18.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.95KNew |
$172K - $205K
|
1.95K
$309K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.57KNew |
$315K - $374K
|
3.57K
$564K
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
17.6K+ 26.87% |
$1.55M - $1.85M
|
83K
$13.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
113+ 0.94% |
$9.98K - $11.9K
|
12.2K
$1.92M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6New |
$530 - $630
|
6
$948
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
550New |
$48.6K - $57.8K
|
550
$86.9K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
27.2MNew |
$2.35B - $2.56B
|
27.2M
$4.3B
|
|
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-191- 46.81% |
$16.5K - $18K
|
217
$34.3K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
199New |
$17.2K - $18.8K
|
199
$31.5K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
6New |
$519 - $566
|
6
$948
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-676Closed |
$58.5K - $63.7K
|
0
$0
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
69+ 4.19% |
$5.97K - $6.5K
|
1.71K
$271K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-7- 11.29% |
$606 - $660
|
55
$8.69K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-162- 92.05% |
$14K - $15.3K
|
14
$2.21K
|
|
|
May 15, 2024
Q1 2024
|
Hgi Capital Management, LLC
New York, NY |
SELL
|
- |
-386- 8.29% |
$33.4K - $36.4K
|
4.27K
$675K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.91KNew |
$251K - $274K
|
2.91K
$459K
|
|
|
May 15, 2024
Q1 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
118KNew |
$10.2M - $11.1M
|
118K
$18.7M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
93.6KNew |
$8.1M - $8.82M
|
93.6K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
14+ 0.41% |
$1.21K - $1.32K
|
3.42K
$541K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
19.6K+ 93.33% |
$1.7M - $1.85M
|
40.6K
$6.42M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.17KNew |
$188K - $205K
|
2.17K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
5.3KNew |
$458K - $499K
|
5.3K
$837K
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.56KNew |
$395K - $430K
|
4.56K
$721K
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
23KNew |
$1.99M - $2.16M
|
23K
$3.63M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
58New |
$5.02K - $5.47K
|
58
$9.17K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-72- 25.53% |
$6.23K - $6.79K
|
210
$33.2K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.21KNew |
$191K - $208K
|
2.21K
$349K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-60- 0.15% |
$5.19K - $5.66K
|
39.4K
$6.23M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3K- 33.33% |
$260K - $283K
|
6K
$948K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-46.5K- 81.39% |
$4.02M - $4.38M
|
10.6K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.68K+ 5.56% |
$232K - $252K
|
50.8K
$8.03M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.43K+ 17.37% |
$297K - $323K
|
23.2K
$3.66M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
207New |
$17.9K - $19.5K
|
207
$32.7K
|
|
|
May 13, 2024
Q1 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-37.8K- 31.72% |
$3.27M - $3.57M
|
81.4K
$12.9M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
10.5K+ 13.17% |
$908K - $990K
|
90.2K
$14.3M
|
|
|
May 13, 2024
Q1 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-10K- 14.29% |
$865K - $943K
|
60K
$9.48M
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-358K- 21.4% |
$31M - $33.7M
|
1.31M
$208M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
6.1K+ 75.3% |
$527K - $575K
|
14.2K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
2.75KNew |
$238K - $259K
|
2.75K
$434K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-412- 0.27% |
$35.6K - $38.8K
|
149K
$23.6M
|
|