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 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-1.24K- 6.39% |
$70.9K - $88.5K
|
18.1K
$2.72M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
100+ 10.0% |
$5.74K - $7.16K
|
1.1K
$165K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-1.22K- 9.85% |
$70K - $87.3K
|
11.2K
$1.68M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-5.45K- 20.74% |
$312K - $390K
|
20.8K
$3.12M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
228New |
$13.1K - $16.3K
|
228
$34.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
24New |
$1.38K - $1.72K
|
24
$3.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
105New |
$6.02K - $7.52K
|
105
$15.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-510- 14.28% |
$29.3K - $36.5K
|
3.06K
$459K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
600New |
$34.4K - $42.9K
|
600
$90K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
9New |
$516 - $644
|
9
$1.35K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
926+ 701.52% |
$53.1K - $66.3K
|
1.06K
$159K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
306New |
$17.6K - $21.9K
|
306
$45.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.42KNew |
$81.2K - $101K
|
1.42K
$212K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
425New |
$24.4K - $30.4K
|
425
$63.7K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
150KNew |
$9.5M - $13M
|
150K
$22.5M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
30+ 2.26% |
$1.9K - $2.59K
|
1.36K
$203K
|
|
|
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
$238K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-400- 44.44% |
$25.3K - $34.5K
|
500
$75K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.04% |
$190 - $259
|
6.72K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
4.78K+ 4.17% |
$303K - $413K
|
119K
$17.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
14.4KNew |
$912K - $1.24M
|
14.4K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
39.5K+ 110.13% |
$2.5M - $3.41M
|
75.4K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.17K+ 68.09% |
$137K - $187K
|
5.35K
$803K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 9.3% |
$253 - $345
|
47
$7.05K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.53KNew |
$287K - $391K
|
4.53K
$679K
|
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-6.99K- 65.09% |
$443K - $603K
|
3.75K
$562K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
5.16KNew |
$327K - $446K
|
5.16K
$774K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
100New |
$6.33K - $8.63K
|
100
$15K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
278+ 8.52% |
$17.6K - $24K
|
3.54K
$531K
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-686- 13.68% |
$43.4K - $59.2K
|
4.33K
$649K
|
|
|
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
$5.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
28.1KNew |
$1.78M - $2.42M
|
28.1K
$4.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-931- 65.33% |
$59K - $80.4K
|
494
$74.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
PUT |
-110K- 75.24% |
$6.97M - $9.5M
|
36.2K
$5.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
16.2KNew |
$1.03M - $1.4M
|
16.2K
$2.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-2.44K- 3.24% |
$154K - $210K
|
72.7K
$10.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
546+ 2.22% |
$34.6K - $47.1K
|
25.1K
$3.76M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
11.3K+ 105.48% |
$718K - $978K
|
22.1K
$3.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
513+ 2.13% |
$32.5K - $44.3K
|
24.6K
$3.69M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.8KNew |
$114K - $155K
|
1.8K
$270K
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-150- 0.26% |
$9.5K - $13K
|
57.9K
$8.68M
|
|
|
Nov 08, 2022
Q3 2022
|
Broderick Brian C
|
BUY
|
- |
3.5K+ 23.33% |
$222K - $302K
|
18.5K
$2.77M
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
3.56K+ 47.45% |
$225K - $307K
|
11.1K
$1.66M
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
21+ 44.68% |
$1.33K - $1.81K
|
68
$10.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
41.7K+ 141.27% |
$2.64M - $3.6M
|
71.2K
$10.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
BUY
|
- |
750+ 18.47% |
$47.5K - $64.8K
|
4.81K
$721K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.12KNew |
$198K - $269K
|
3.12K
$468K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9.98K- 69.39% |
$632K - $862K
|
4.4K
$660K
|
|