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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-750- 89.07% |
$53.3K - $63K
|
92
$11.5K
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-51Closed |
$3.62K - $4.29K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
42New |
$2.98K - $3.53K
|
42
$5.24K
|
|
|
Jul 29, 2021
Q2 2021
|
Cordasco Financial Network
|
SELL
|
- |
-56- 5.44% |
$3.98K - $4.71K
|
973
$121K
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-50Closed |
$3.55K - $4.2K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-20Closed |
$1.42K - $1.68K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
1.15KNew |
$81.7K - $96.6K
|
1.15K
$143K
|
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
SELL
|
- |
-25Closed |
$1.78K - $2.1K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
39New |
$2.77K - $3.28K
|
39
$4.86K
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
200New |
$14.2K - $16.8K
|
200
$24.9K
|
|
| Q1 2021 | |||||||
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
965+ 77.2% |
$57.7K - $71.9K
|
2.22K
$276K
|
|
|
Jun 09, 2021
Q1 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-47Closed |
$2.81K - $3.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-4.75KClosed |
$284K - $354K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Glenview Capital Management, LLC
New York, NY |
SELL
|
- |
-306KClosed |
$18.3M - $22.8M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.68KClosed |
$160K - $200K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-16Closed |
$957 - $1.19K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Connacht Asset Management LP
New York, NY |
SELL
|
- |
-13.4KClosed |
$799K - $996K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.02KClosed |
$60.9K - $76K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-3.89KClosed |
$232K - $290K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
PUT |
-110KClosed |
$6.58M - $8.2M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-340Closed |
$20.3K - $25.3K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-1.45MClosed |
$86.7M - $108M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-57.6KClosed |
$3.44M - $4.29M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-826Closed |
$49.4K - $61.6K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.23KClosed |
$73.3K - $91.4K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-3.18KClosed |
$190K - $237K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.08KClosed |
$64.6K - $80.6K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-6.89KClosed |
$412K - $514K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-150Closed |
$8.97K - $11.2K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-4Closed |
$239 - $298
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-27Closed |
$1.61K - $2.01K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
733New |
$43.8K - $54.6K
|
733
$91.4K
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-200Closed |
$12K - $14.9K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-300- 69.28% |
$17.9K - $22.4K
|
133
$16.6K
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-44Closed |
$2.63K - $3.28K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-25Closed |
$1.49K - $1.86K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-300Closed |
$17.9K - $22.4K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-4Closed |
$239 - $298
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-229Closed |
$13.7K - $17.1K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-20Closed |
$1.2K - $1.49K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-8Closed |
$478 - $596
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10.2KClosed |
$609K - $759K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
338New |
$20.2K - $25.2K
|
338
$42.2K
|
|
|
Apr 15, 2021
Q1 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-8.78KClosed |
$525K - $654K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
60+ 56.6% |
$3.14K - $4.07K
|
166
$20.7K
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-200Closed |
$10.5K - $13.6K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-350Closed |
$18.3K - $23.7K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Barings LLC
|
SELL
|
- |
-4.97KClosed |
$260K - $337K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
SELL
|
- |
-400KClosed |
$20.9M - $27.1M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.97KClosed |
$207K - $269K
|
0
$0
|
|