Latest Institutional Transactions on Welltower Inc. (WELL)

WELL Quotes by TradingView

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
Mar 11, 2024 Q2 2020
Hobart Private Capital, LLC

Charlotte, NC
SELL
 -
-14.2K
Closed
$529K - $876K
0 $0
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-2.64K
- 33.63%
$98.5K - $163K
5.22K $651K
Sep 11, 2020 Q2 2020
Elevated Capital Advisors, LLC

Sandy, UT
SELL
 -
-2.83K
Closed
$106K - $175K
0 $0
Aug 18, 2020 Q2 2020
Griffin Asset Management, Inc.

SELL
 -
-13.5K
Closed
$504K - $834K
0 $0
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-600
Closed
$22.4K - $37K
0 $0
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-1.27K
Closed
$47.3K - $78.2K
0 $0
Aug 14, 2020 Q2 2020
Richard Bernstein Advisors LLC

SELL
 -
-69.5K
Closed
$2.59M - $4.28M
0 $0
Aug 14, 2020 Q2 2020
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-416
Closed
$15.5K - $25.6K
0 $0
Aug 14, 2020 Q2 2020
ETF Managers Group, LLC

Summit, NJ
SELL
 -
-3.6K
Closed
$134K - $222K
0 $0
Aug 14, 2020 Q2 2020
Paul Singer Elliott Investment Management L.P. | West Palm Beach, Fl
BUY
 CALL
550K
New
$20.5M - $33.9M
550K $68.6M
Aug 14, 2020 Q2 2020
Blue Crest Capital Management LTD

St Helier, Y9
SELL
 PUT
-88K
Closed
$3.28M - $5.43M
0 $0
Aug 14, 2020 Q2 2020
David A. Siegel Two Sigma Advisers, LP | New York, Ny
SELL
 -
-7.9K
Closed
$294K - $487K
0 $0
Aug 14, 2020 Q2 2020
Hrt Financial LP

New York, NY
SELL
 -
-13.6K
Closed
$505K - $836K
0 $0
Aug 14, 2020 Q2 2020
Williams Jones Wealth Management, Llc.

New York, NY
SELL
 -
-4.44K
Closed
$165K - $274K
0 $0
Aug 13, 2020 Q2 2020
Bell Bank

SELL
 -
-25.1K
Closed
$934K - $1.55M
0 $0
Aug 13, 2020 Q2 2020
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-6.89K
Closed
$257K - $425K
0 $0
Aug 12, 2020 Q2 2020
Bleichroeder LP

New York, NY
SELL
 -
-6.7K
Closed
$250K - $413K
0 $0
Aug 12, 2020 Q2 2020
Barclays PLC

London, X0
SELL
 PUT
-21.2K
- 74.65%
$790K - $1.31M
7.2K $898K
Aug 12, 2020 Q2 2020
Woodley Farra Manion Portfolio Management Inc

SELL
 -
-50
Closed
$1.86K - $3.08K
0 $0
Aug 12, 2020 Q2 2020
Eagle Asset Management Inc

St Petersburg, FL
SELL
 -
-44.7K
Closed
$1.67M - $2.76M
0 $0
Aug 11, 2020 Q2 2020
Demars Financial Group, LLC

BUY
 -
37
New
$1.38K - $2.28K
37 $4.61K
Aug 11, 2020 Q2 2020
Advisors Preferred, LLC

Rockville, MD
SELL
 -
-5.01K
Closed
$186K - $309K
0 $0
Aug 11, 2020 Q2 2020
Wrapmanager Inc

SELL
 -
-11.1K
Closed
$412K - $681K
0 $0
Aug 10, 2020 Q2 2020
Patton Albertson Miller Group, LLC

SELL
 -
-6.2K
Closed
$231K - $382K
0 $0
Aug 07, 2020 Q2 2020
Ogorek Anthony Joseph

SELL
 -
-650
Closed
$24.2K - $40.1K
0 $0
Aug 06, 2020 Q2 2020
Aegon Asset Management Uk PLC

SELL
 -
-4.07K
Closed
$152K - $251K
0 $0
Aug 06, 2020 Q2 2020
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-112
Closed
$4.17K - $6.9K
0 $0
Aug 06, 2020 Q2 2020
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-780
Closed
$29.1K - $48.1K
0 $0
Aug 05, 2020 Q2 2020
Wellington Shields Capital Management, LLC

New York, NY
SELL
 -
-5.1K
Closed
$190K - $314K
0 $0
Aug 04, 2020 Q2 2020
Argent Trust CO

Nashville, TN
SELL
 -
-11.9K
Closed
$444K - $735K
0 $0
Aug 03, 2020 Q2 2020
Foster Victor Wealth Advisors, LLC

SELL
 -
-82.4K
Closed
$3.07M - $5.08M
0 $0
Aug 03, 2020 Q2 2020
Paragon Capital Management LLC

Overland Park, KS
SELL
 -
-150
Closed
$5.59K - $9.25K
0 $0
Jul 30, 2020 Q2 2020
S. R. Schill & Associates

Mercer Island, WA
SELL
 -
-4.53K
Closed
$169K - $279K
0 $0
Jul 24, 2020 Q2 2020
G&S Capital LLC

SELL
 -
-182
Closed
$6.78K - $11.2K
0 $0
Jul 24, 2020 Q2 2020
Ziegler Capital Management, LLC

SELL
 -
-16.1K
Closed
$598K - $990K
0 $0
Jul 22, 2020 Q2 2020
Liberty One Investment Management, LLC

SELL
 -
-11K
Closed
$411K - $680K
0 $0
Jul 22, 2020 Q2 2020
Barnett & Company, Inc.

SELL
 -
-224
Closed
$8.35K - $13.8K
0 $0
Jul 22, 2020 Q2 2020
Railway Pension Investments LTD

London, X0
SELL
 -
-101K
Closed
$3.76M - $6.22M
0 $0
Jul 20, 2020 Q2 2020
Lion Street Advisors, LLC

SELL
 -
-14
Closed
$522 - $863
0 $0
Jul 17, 2020 Q2 2020
Keeler T Homas Management LLC

SELL
 -
-24.5K
Closed
$914K - $1.51M
0 $0
Jul 15, 2020 Q2 2020
Avantax Planning Partners, Inc.

SELL
 -
-15.6K
Closed
$580K - $959K
0 $0
Jul 14, 2020 Q2 2020
Keudell

SELL
 -
-16.7K
Closed
$622K - $1.03M
0 $0
Jul 10, 2020 Q2 2020
Peoples Financial Services Corp.

SELL
 -
-111
Closed
$4.14K - $6.84K
0 $0
Jul 09, 2020 Q2 2020
Arden Trust CO

SELL
 -
-1.61K
Closed
$59.8K - $98.9K
0 $0
Jul 08, 2020 Q2 2020
Lowe Wealth Advisors, LLC

SELL
 -
-177
Closed
$6.6K - $10.9K
0 $0
Jul 06, 2020 Q2 2020
Fulton Bank, N.A.

SELL
 -
-25.4K
Closed
$948K - $1.57M
0 $0
Jul 01, 2020 Q2 2020
Thomasville National Bank

SELL
 -
-2.92K
Closed
$109K - $180K
0 $0
Jul 01, 2020 Q2 2020
Park National Corp

SELL
 -
-9.02K
Closed
$336K - $556K
0 $0
Q1 2020
Oct 13, 2021 Q1 2020
Hixon Zuercher, LLC

SELL
 -
-24.9K
Closed
$826K - $2.23M
0 $0

Track Institutional and Insider Activities on WELL

Follow WELLTOWER INC. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells WELL shares.

Notify only if

Insider Trading

Get notified when an Welltower Inc. insider buys or sells WELL shares.

Notify only if

News

Receive news related to WELLTOWER INC.

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on WELL