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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
208New |
$16.5K - $18.1K
|
208
$30.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
55New |
$4.36K - $4.79K
|
55
$8.18K
|
|
|
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
$164K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3New |
$238 - $261
|
3
$446
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
31New |
$2.46K - $2.7K
|
31
$4.61K
|
|
|
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
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.99KNew |
$317K - $348K
|
3.99K
$594K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-6.99KClosed |
$576K - $627K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-6.04KClosed |
$498K - $541K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-25Closed |
$2.06K - $2.24K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-665Closed |
$54.8K - $59.6K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-6.47KClosed |
$533K - $580K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-337KClosed |
$27.7M - $30.2M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-9KClosed |
$742K - $807K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-44Closed |
$3.63K - $3.95K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hill Winds Capital LP
|
SELL
|
- |
-78KClosed |
$6.43M - $7M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-505Closed |
$41.6K - $45.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-3.55KClosed |
$292K - $318K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-430Closed |
$35.4K - $38.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-20KClosed |
$1.65M - $1.79M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-541Closed |
$44.6K - $48.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
125New |
$10.3K - $11.2K
|
125
$18.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-14.8KClosed |
$1.22M - $1.33M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-10.7KClosed |
$880K - $958K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-250Closed |
$20.6K - $22.4K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.64KClosed |
$300K - $326K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
SELL
|
- |
-60Closed |
$4.94K - $5.38K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-500- 18.69% |
$41.2K - $44.8K
|
2.18K
$324K
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-90Closed |
$7.42K - $8.07K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-2.7KClosed |
$222K - $242K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
50New |
$4.12K - $4.48K
|
50
$7.44K
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-8.06KClosed |
$664K - $722K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
300New |
$24.7K - $26.9K
|
300
$44.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-2.46KClosed |
$203K - $221K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.76KClosed |
$145K - $158K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.2K+ 233.26% |
$264K - $287K
|
4.57K
$680K
|
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-2.61KClosed |
$215K - $234K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Veritas Asset Management LLP
|
SELL
|
- |
-105KClosed |
$8.61M - $9.37M
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
542+ 14.41% |
$44.7K - $48.6K
|
4.3K
$640K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
55New |
$4.53K - $4.93K
|
55
$8.18K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-925Closed |
$76.2K - $83K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Unigestion Holding Sa
|
SELL
|
- |
-3.8KClosed |
$313K - $340K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-11.5KClosed |
$949K - $1.03M
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-72Closed |
$5.93K - $6.46K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-4.92KClosed |
$349K - $413K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.04KClosed |
$73.6K - $87K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-55Closed |
$3.91K - $4.62K
|
0
$0
|
|