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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
241New |
$19.1K - $22.1K
|
241
$35.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-14.4K- 75.26% |
$1.14M - $1.32M
|
4.74K
$703K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
407+ 3.93% |
$32.3K - $37.4K
|
10.8K
$1.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 50.0% |
$79.3 - $91.9
|
3
$445
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
545New |
$43.2K - $50.1K
|
545
$80.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 1.2% |
$159 - $184
|
168
$24.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Jlp Asset Management, LLC
New York, NY |
SELL
|
- |
-2.6K- 20.0% |
$206K - $239K
|
10.4K
$1.54M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
15New |
$1.19K - $1.38K
|
15
$2.22K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-7- 0.18% |
$555 - $643
|
3.96K
$588K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.46KNew |
$195K - $226K
|
2.46K
$365K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15- 40.54% |
$1.19K - $1.38K
|
22
$3.26K
|
|
|
Jan 18, 2024
Q4 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
100+ 4.0% |
$7.93K - $9.19K
|
2.6K
$386K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.31KNew |
$183K - $212K
|
2.31K
$342K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.3KNew |
$182K - $211K
|
2.3K
$341K
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-13.2K- 82.46% |
$1.05M - $1.22M
|
2.82K
$417K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-224- 7.75% |
$17.8K - $20.6K
|
2.67K
$395K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.7K- 82.46% |
$373K - $432K
|
1K
$148K
|
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
104+ 3.93% |
$8.25K - $9.55K
|
2.75K
$408K
|
|
| Q3 2023 | |||||||
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
4New |
$314 - $342
|
4
$593
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-11.6K- 8.32% |
$912K - $991K
|
128K
$18.9M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-5- 0.16% |
$393 - $427
|
3.03K
$450K
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-98- 3.08% |
$7.7K - $8.38K
|
3.09K
$458K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
1.9KNew |
$149K - $162K
|
1.9K
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
892New |
$70.1K - $76.2K
|
892
$132K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-30- 3.13% |
$2.36K - $2.56K
|
929
$138K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
950+ 14.69% |
$74.7K - $81.2K
|
7.42K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
800New |
$62.9K - $68.4K
|
800
$119K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-169- 1.13% |
$13.3K - $14.4K
|
14.8K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2+ 40.0% |
$157 - $171
|
7
$1.04K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-648- 99.85% |
$50.9K - $55.4K
|
1
$148
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6New |
$472 - $513
|
6
$890
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-27Closed |
$2.12K - $2.31K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-11.8K- 70.53% |
$929K - $1.01M
|
4.94K
$733K
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
19.4KNew |
$1.52M - $1.66M
|
19.4K
$2.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-130- 56.52% |
$10.2K - $11.1K
|
100
$14.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
21+ 4.0% |
$1.65K - $1.79K
|
546
$81K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.13K- 49.71% |
$246K - $267K
|
3.16K
$469K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
66.3KNew |
$5.21M - $5.67M
|
66.3K
$9.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 2.86% |
$78.6 - $85.5
|
36
$5.34K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
CALL |
-6K- 60.0% |
$472K - $513K
|
4K
$593K
|
|
|
Oct 30, 2023
Q3 2023
|
Ldr Capital Management LLC
New York, NY |
BUY
|
- |
12.6KNew |
$990K - $1.08M
|
12.6K
$1.87M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
843+ 4.49% |
$66.3K - $72.1K
|
19.6K
$2.91M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
1.71K+ 4.13% |
$134K - $146K
|
43.1K
$6.38M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-50- 33.33% |
$3.93K - $4.27K
|
100
$14.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-2.7K- 20.15% |
$212K - $231K
|
10.7K
$1.59M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3.43KNew |
$269K - $293K
|
3.43K
$508K
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-2.4K- 46.69% |
$189K - $205K
|
2.74K
$407K
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.46KNew |
$193K - $210K
|
2.46K
$364K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-40- 5.41% |
$3.14K - $3.42K
|
700
$104K
|
|