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 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-6.57KClosed |
$416K - $567K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
12+ 0.76% |
$760 - $1.04K
|
1.59K
$205K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-400- 44.44% |
$25.3K - $34.5K
|
500
$64.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.04% |
$190 - $259
|
6.72K
$869K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
4.78K+ 4.17% |
$303K - $413K
|
119K
$15.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
14.4KNew |
$912K - $1.24M
|
14.4K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
39.5K+ 110.13% |
$2.5M - $3.41M
|
75.4K
$9.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.17K+ 68.09% |
$137K - $187K
|
5.35K
$692K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 9.3% |
$253 - $345
|
47
$6.08K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.53KNew |
$287K - $391K
|
4.53K
$586K
|
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-6.99K- 65.09% |
$443K - $603K
|
3.75K
$485K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
5.16KNew |
$327K - $446K
|
5.16K
$668K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
100New |
$6.33K - $8.63K
|
100
$12.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
278+ 8.52% |
$17.6K - $24K
|
3.54K
$458K
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-686- 13.68% |
$43.4K - $59.2K
|
4.33K
$560K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-424Closed |
$26.9K - $36.6K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
21.9K+ 140.37% |
$1.39M - $1.89M
|
37.5K
$4.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
28.1KNew |
$1.78M - $2.42M
|
28.1K
$3.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
8.26K+ 9.28% |
$523K - $713K
|
97.3K
$12.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-931- 65.33% |
$59K - $80.4K
|
494
$63.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
PUT |
-110K- 75.24% |
$6.97M - $9.5M
|
36.2K
$4.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
16.2KNew |
$1.03M - $1.4M
|
16.2K
$2.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-2.44K- 3.24% |
$154K - $210K
|
72.7K
$9.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
546+ 2.22% |
$34.6K - $47.1K
|
25.1K
$3.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
11.3K+ 105.48% |
$718K - $978K
|
22.1K
$2.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
513+ 2.13% |
$32.5K - $44.3K
|
24.6K
$3.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.8KNew |
$114K - $155K
|
1.8K
$233K
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-150- 0.26% |
$9.5K - $13K
|
57.9K
$7.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Broderick Brian C
|
BUY
|
- |
3.5K+ 23.33% |
$222K - $302K
|
18.5K
$2.39M
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
3.56K+ 47.45% |
$225K - $307K
|
11.1K
$1.43M
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
21+ 44.68% |
$1.33K - $1.81K
|
68
$8.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
41.7K+ 141.27% |
$2.64M - $3.6M
|
71.2K
$9.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
BUY
|
- |
750+ 18.47% |
$47.5K - $64.8K
|
4.81K
$622K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.12KNew |
$198K - $269K
|
3.12K
$403K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9.98K- 69.39% |
$632K - $862K
|
4.4K
$569K
|
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-850- 0.63% |
$53.8K - $73.4K
|
135K
$17.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Tekla Capital Management LLC
|
SELL
|
- |
-162K- 79.57% |
$10.2M - $14M
|
41.5K
$5.37M
|
|
|
Nov 01, 2022
Q3 2022
|
Toews Corp
|
BUY
|
- |
15.6KNew |
$988K - $1.35M
|
15.6K
$2.02M
|
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
23+ 0.22% |
$1.46K - $1.99K
|
10.6K
$1.38M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-20- 76.92% |
$1.27K - $1.73K
|
6
$776
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-93- 8.15% |
$5.89K - $8.03K
|
1.05K
$136K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.05KNew |
$130K - $177K
|
2.05K
$265K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
5.47KNew |
$346K - $472K
|
5.47K
$708K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
173+ 123.57% |
$11K - $14.9K
|
313
$40.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
43.7KNew |
$2.77M - $3.77M
|
43.7K
$5.65M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
908+ 2.21% |
$57.5K - $78.4K
|
42K
$5.43M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
340New |
$21.5K - $29.4K
|
340
$44K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
320New |
$20.3K - $27.6K
|
320
$41.4K
|
|
| 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
|
|