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 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.98K- 56.18% |
$562K - $654K
|
6.23K
$923K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
138New |
$9.71K - $11.3K
|
138
$20.5K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
317New |
$22.3K - $26K
|
317
$47K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
40New |
$2.82K - $3.28K
|
40
$5.93K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
PUT |
18KNew |
$1.27M - $1.48M
|
18K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
59.4KNew |
$4.18M - $4.87M
|
59.4K
$8.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
16.5KNew |
$1.16M - $1.35M
|
16.5K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-26- 0.06% |
$1.83K - $2.13K
|
40.1K
$5.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100New |
$7.04K - $8.2K
|
100
$14.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-204K- 17.1% |
$14.4M - $16.7M
|
990K
$147M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
250New |
$17.6K - $20.5K
|
250
$37.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-15- 0.19% |
$1.06K - $1.23K
|
8.09K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
100New |
$7.04K - $8.2K
|
100
$14.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
35New |
$2.46K - $2.87K
|
35
$5.19K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
6New |
$422 - $492
|
6
$890
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.56KNew |
$180K - $209K
|
2.56K
$379K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
3.12KNew |
$220K - $256K
|
3.12K
$463K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
45+ 27.11% |
$3.17K - $3.69K
|
211
$31.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-10- 6.58% |
$704 - $820
|
142
$21.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
9+ 0.81% |
$633 - $738
|
1.12K
$166K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.17KNew |
$293K - $342K
|
4.17K
$618K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
13.4KNew |
$941K - $1.1M
|
13.4K
$1.98M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
3.48KNew |
$245K - $285K
|
3.48K
$516K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
134New |
$9.43K - $11K
|
134
$19.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-836- 5.0% |
$58.8K - $68.5K
|
15.9K
$2.36M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9New |
$633 - $738
|
9
$1.33K
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
3.33KNew |
$235K - $273K
|
3.33K
$494K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-100- 20.53% |
$7.04K - $8.2K
|
387
$57.4K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
114New |
$8.02K - $9.34K
|
114
$16.9K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
10.2KNew |
$673K - $799K
|
10.2K
$1.52M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
200New |
$13.2K - $15.6K
|
200
$29.7K
|
|
|
May 18, 2023
Q1 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
270New |
$17.8K - $21.1K
|
270
$40K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
11.7KNew |
$769K - $913K
|
11.7K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-34.2K- 57.46% |
$2.25M - $2.67M
|
25.3K
$3.76M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-18- 94.74% |
$1.18K - $1.4K
|
1
$148
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7.23K- 42.61% |
$476K - $565K
|
9.74K
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-459- 10.85% |
$30.2K - $35.8K
|
3.77K
$559K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100New |
$6.58K - $7.81K
|
100
$14.8K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.04K- 45.36% |
$68.5K - $81.3K
|
1.26K
$186K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
5.56K+ 13900.0% |
$366K - $434K
|
5.6K
$830K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
5.87K+ 104.62% |
$386K - $458K
|
11.5K
$1.7M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-175- 87.06% |
$11.5K - $13.7K
|
26
$3.86K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11+ 23.91% |
$723 - $859
|
57
$8.45K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
75New |
$4.93K - $5.85K
|
75
$11.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
87New |
$5.72K - $6.79K
|
87
$12.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-200- 16.6% |
$13.2K - $15.6K
|
1.01K
$149K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
16+ 0.31% |
$1.05K - $1.25K
|
5.15K
$763K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-131- 90.97% |
$8.61K - $10.2K
|
13
$1.93K
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-5.66KClosed |
$372K - $441K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
468New |
$26.8K - $33.5K
|
468
$69.4K
|
|