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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Tekla Capital Management LLC
|
SELL
|
- |
-162K- 79.57% |
$10.2M - $14M
|
41.5K
$6.32M
|
|
|
Nov 01, 2022
Q3 2022
|
Toews Corp
|
BUY
|
- |
15.6KNew |
$988K - $1.35M
|
15.6K
$2.38M
|
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
23+ 0.22% |
$1.46K - $1.99K
|
10.6K
$1.62M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-93- 8.15% |
$5.89K - $8.03K
|
1.05K
$160K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.05KNew |
$130K - $177K
|
2.05K
$312K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
5.47KNew |
$346K - $472K
|
5.47K
$833K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
173+ 123.57% |
$11K - $14.9K
|
313
$47.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
43.7KNew |
$2.77M - $3.77M
|
43.7K
$6.65M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
908+ 2.21% |
$57.5K - $78.4K
|
42K
$6.4M
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
320New |
$20.3K - $27.6K
|
320
$48.7K
|
|
| Q2 2022 | |||||||
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.33KClosed |
$258K - $325K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.3KClosed |
$953K - $1.2M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-5.65KClosed |
$437K - $552K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-645Closed |
$50K - $63.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-5.11KClosed |
$396K - $500K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.47KClosed |
$114K - $144K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-730Closed |
$56.5K - $71.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sandler Capital Management
New York, NY |
SELL
|
- |
-136KClosed |
$10.5M - $13.3M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-315K- 31.03% |
$24.4M - $30.8M
|
700K
$107M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
15.7KNew |
$1.22M - $1.54M
|
15.7K
$2.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-13.9KClosed |
$1.08M - $1.36M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
3.05MNew |
$236M - $299M
|
3.05M
$465M
|
|
|
Aug 12, 2022
Q2 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
4.82KNew |
$373K - $471K
|
4.82K
$734K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
19.1K+ 173.47% |
$1.48M - $1.87M
|
30.1K
$4.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
6.82KNew |
$528K - $667K
|
6.82K
$1.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Resolute Capital Asset Partners LLC
Denver, CO |
SELL
|
- |
-20K- 13.35% |
$1.55M - $1.96M
|
130K
$19.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-23KClosed |
$1.78M - $2.25M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
913+ 17.68% |
$70.7K - $89.3K
|
6.08K
$925K
|
|
|
Aug 11, 2022
Q2 2022
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-4.7KClosed |
$364K - $459K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
433+ 3.1% |
$33.5K - $42.4K
|
14.4K
$2.19M
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-10Closed |
$775 - $978
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-2.72K- 16.26% |
$211K - $266K
|
14K
$2.13M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.78KClosed |
$292K - $369K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
161+ 16.4% |
$12.5K - $15.7K
|
1.14K
$174K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.09KClosed |
$317K - $400K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.28MClosed |
$99.5M - $126M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-136- 3.84% |
$10.5K - $13.3K
|
3.41K
$519K
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.37KClosed |
$184K - $232K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.94K- 36.17% |
$150K - $189K
|
3.42K
$520K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-2.15KClosed |
$167K - $211K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
349+ 16.38% |
$27K - $34.1K
|
2.48K
$378K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
251New |
$19.4K - $24.6K
|
251
$38.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-18.5KClosed |
$1.44M - $1.81M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
74+ 160.87% |
$5.73K - $7.24K
|
120
$18.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
325New |
$25.2K - $31.8K
|
325
$49.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.15KClosed |
$89.3K - $113K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-62.6KClosed |
$4.85M - $6.12M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-50Closed |
$3.87K - $4.89K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jennison Associates LLC
|
BUY
|
- |
6.53KNew |
$506K - $639K
|
6.53K
$995K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
500New |
$38.7K - $48.9K
|
500
$76.1K
|
|