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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
442New |
$35.2K - $43.5K
|
442
$57.2K
|
|
|
May 09, 2022
Q1 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
1.5KNew |
$120K - $147K
|
1.5K
$194K
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-520KClosed |
$41.4M - $51.1M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Weil Company, Inc.
|
SELL
|
- |
-3.08KClosed |
$245K - $303K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
37+ 3.1% |
$2.95K - $3.64K
|
1.23K
$159K
|
|
|
May 04, 2022
Q1 2022
|
William Allan, LLC
|
SELL
|
- |
-169Closed |
$13.5K - $16.6K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-23.5KClosed |
$1.88M - $2.31M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
500New |
$39.8K - $49.2K
|
500
$64.7K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
895New |
$71.3K - $88K
|
895
$116K
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-25Closed |
$1.99K - $2.46K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
SELL
|
- |
-59Closed |
$4.7K - $5.8K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-40Closed |
$3.19K - $3.93K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-3.85K- 50.0% |
$307K - $378K
|
3.85K
$498K
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-236Closed |
$18.8K - $23.2K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
387New |
$30.8K - $38K
|
387
$50.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-2.35KClosed |
$187K - $231K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
SELL
|
- |
-300- 5.0% |
$23.9K - $29.5K
|
5.7K
$737K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
182New |
$14.5K - $17.9K
|
182
$23.5K
|
|
|
Apr 19, 2022
Q1 2022
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-500- 13.33% |
$39.8K - $49.2K
|
3.25K
$420K
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.77KClosed |
$221K - $273K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
38New |
$3.03K - $3.74K
|
38
$4.91K
|
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.53KClosed |
$201K - $248K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-21Closed |
$1.67K - $2.06K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-425Closed |
$33.9K - $41.8K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
SELL
|
- |
-135- 53.78% |
$10.8K - $13.3K
|
116
$15K
|
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-2.85KClosed |
$227K - $280K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-130Closed |
$10.4K - $12.8K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
40New |
$3.17K - $3.48K
|
40
$5.17K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
158New |
$12.5K - $13.8K
|
158
$20.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-16Closed |
$1.27K - $1.39K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-153Closed |
$12.1K - $13.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-367KClosed |
$29.1M - $32M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-3.75KClosed |
$297K - $326K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.41KClosed |
$271K - $297K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-200- 3.26% |
$15.9K - $17.4K
|
5.93K
$767K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-80Closed |
$6.35K - $6.97K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
100New |
$7.94K - $8.71K
|
100
$12.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Health Cor Management, L.P.
New York, NY |
SELL
|
- |
-617KClosed |
$49M - $53.8M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.63KClosed |
$208K - $229K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
2.9KNew |
$230K - $253K
|
2.9K
$375K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-100Closed |
$7.94K - $8.71K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
208New |
$16.5K - $18.1K
|
208
$26.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
55New |
$4.36K - $4.79K
|
55
$7.11K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-52.2KClosed |
$4.14M - $4.55M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-200- 15.37% |
$15.9K - $17.4K
|
1.1K
$142K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3New |
$238 - $261
|
3
$388
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
31New |
$2.46K - $2.7K
|
31
$4.01K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-89Closed |
$7.06K - $7.75K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-33Closed |
$2.62K - $2.87K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-50Closed |
$3.97K - $4.35K
|
0
$0
|
|