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 |
|---|---|---|---|---|---|---|---|
|
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
$50.3K
|
|
|
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
$24.7K
|
|
|
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
|
|
|
Feb 16, 2021
Q4 2020
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-7.53KClosed |
$393K - $511K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
3.5KNew |
$183K - $237K
|
3.5K
$521K
|
|
|
Feb 12, 2021
Q4 2020
|
American Financial Group Inc
|
SELL
|
- |
-118KClosed |
$6.19M - $8.03M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-10KClosed |
$523K - $678K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-5.8KClosed |
$303K - $394K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Long Pond Capital, LP
New York, NY |
SELL
|
- |
-1.4MClosed |
$72.9M - $94.6M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
SELL
|
PUT |
-58.7K- 53.66% |
$3.07M - $3.98M
|
50.7K
$7.54M
|
|
|
Feb 10, 2021
Q4 2020
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-5.7KClosed |
$298K - $387K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4.31KClosed |
$225K - $292K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-24Closed |
$1.25K - $1.63K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-587Closed |
$30.7K - $39.8K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-47Closed |
$2.46K - $3.19K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Parsons Capital Management Inc
|
SELL
|
- |
-15.1KClosed |
$789K - $1.02M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-5.59KClosed |
$292K - $379K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Forward Management, LLC
|
SELL
|
- |
-125KClosed |
$6.53M - $8.48M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-500Closed |
$26.1K - $33.9K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
657New |
$34.3K - $44.6K
|
657
$97.7K
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-400Closed |
$20.9K - $27.1K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1KClosed |
$52.3K - $67.8K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.35KClosed |
$228K - $295K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-64Closed |
$3.34K - $4.34K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-529Closed |
$27.6K - $35.9K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Loveless Wealth Management LLC
|
SELL
|
- |
-4.05KClosed |
$212K - $275K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-145KClosed |
$7.56M - $9.81M
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Dividend Assets Capital, LLC
|
BUY
|
- |
3KNew |
$157K - $204K
|
3K
$446K
|
|
|
Jan 15, 2021
Q4 2020
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.2KNew |
$62.7K - $81.4K
|
1.2K
$179K
|
|
|
Jan 13, 2021
Q4 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250- 55.56% |
$13.1K - $17K
|
200
$29.8K
|
|
|
Jan 13, 2021
Q4 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-95- 17.43% |
$4.96K - $6.44K
|
450
$66.9K
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
4.11K+ 45.16% |
$215K - $279K
|
13.2K
$1.97M
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-24Closed |
$1.18K - $1.47K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Zimmer Partners, LP
New York, NY |
SELL
|
CALL |
-375K- 75.0% |
$18.5M - $22.9M
|
125K
$18.6M
|
|
|
Nov 16, 2020
Q3 2020
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-6.87KClosed |
$338K - $420K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
112New |
$5.51K - $6.85K
|
112
$16.7K
|
|
|
Nov 13, 2020
Q3 2020
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-6.63KClosed |
$326K - $405K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.25KClosed |
$307K - $382K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-400Closed |
$19.7K - $24.4K
|
0
$0
|
|