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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
151+ 4.77% |
$13.1K - $14.2K
|
3.32K
$492K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
57New |
$4.93K - $5.37K
|
57
$8.45K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-1.59K- 15.97% |
$137K - $149K
|
8.35K
$1.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
2.25KNew |
$195K - $212K
|
2.25K
$334K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-2.7K- 77.14% |
$234K - $254K
|
800
$119K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
46New |
$3.98K - $4.34K
|
46
$6.82K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.1KNew |
$355K - $387K
|
4.1K
$608K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
5.09KNew |
$440K - $479K
|
5.09K
$754K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
48+ 1.85% |
$4.15K - $4.52K
|
2.64K
$392K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-43- 24.71% |
$3.72K - $4.05K
|
131
$19.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
32.6K+ 30.21% |
$2.82M - $3.08M
|
141K
$20.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-45- 10.25% |
$3.89K - $4.24K
|
394
$58.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
21New |
$1.82K - $1.98K
|
21
$3.11K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
19New |
$1.64K - $1.79K
|
19
$2.82K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-500- 7.18% |
$43.3K - $47.1K
|
6.47K
$959K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
50New |
$4.33K - $4.71K
|
50
$7.42K
|
|
| Q4 2023 | |||||||
|
Oct 22, 2024
Q4 2023
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
2.62KNew |
$208K - $241K
|
2.62K
$389K
|
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.06KNew |
$401K - $465K
|
5.06K
$750K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-1.68K- 70.79% |
$133K - $154K
|
692
$103K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-2- 66.67% |
$159 - $184
|
1
$148
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
3KNew |
$238K - $276K
|
3K
$445K
|
|
|
Feb 15, 2024
Q4 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-11K- 30.14% |
$872K - $1.01M
|
25.5K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
222KNew |
$17.6M - $20.4M
|
222K
$32.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
78.4K+ 122.83% |
$6.22M - $7.2M
|
142K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-53.4K- 77.93% |
$4.23M - $4.9M
|
15.1K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.74KNew |
$296K - $343K
|
3.74K
$554K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
9.63K+ 290.15% |
$764K - $885K
|
13K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.05KNew |
$83.5K - $96.7K
|
1.05K
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
21New |
$1.67K - $1.93K
|
21
$3.11K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
10.9KNew |
$863K - $999K
|
10.9K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
31New |
$2.46K - $2.85K
|
31
$4.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
690New |
$54.7K - $63.4K
|
690
$102K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.7KNew |
$1.17M - $1.35M
|
14.7K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-77- 5.66% |
$6.11K - $7.07K
|
1.28K
$190K
|
|
|
Feb 13, 2024
Q4 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
3.6K+ 19.98% |
$286K - $331K
|
21.6K
$3.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-380- 62.81% |
$30.1K - $34.9K
|
225
$33.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
5.85K+ 8.09% |
$464K - $537K
|
78.2K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6New |
$476 - $551
|
6
$890
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3.98KNew |
$316K - $366K
|
3.98K
$591K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
22New |
$1.74K - $2.02K
|
22
$3.26K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 0.13% |
$238 - $276
|
2.31K
$342K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
166New |
$13.2K - $15.3K
|
166
$24.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.41KNew |
$191K - $221K
|
2.41K
$357K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
574New |
$45.5K - $52.7K
|
574
$85.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
12.3KNew |
$976K - $1.13M
|
12.3K
$1.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-60- 22.81% |
$4.76K - $5.51K
|
203
$30.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-8.77K- 79.45% |
$695K - $806K
|
2.27K
$336K
|
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
BUY
|
- |
14+ 0.78% |
$1.11K - $1.29K
|
1.82K
$269K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-290- 11.86% |
$23K - $26.6K
|
2.16K
$320K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
285+ 2.56% |
$22.6K - $26.2K
|
11.4K
$1.69M
|
|