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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
55New |
$4.53K - $4.93K
|
55
$8.39K
|
|
|
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
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.68KNew |
$261K - $309K
|
3.68K
$561K
|
|
|
Aug 16, 2021
Q2 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.5KClosed |
$249K - $294K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Camber Capital Management LP
Boston, MA |
SELL
|
- |
-810KClosed |
$57.5M - $68.1M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.07KClosed |
$360K - $426K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-9.96KClosed |
$707K - $837K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.7KNew |
$263K - $311K
|
3.7K
$565K
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-800Closed |
$56.8K - $67.2K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-249Closed |
$17.7K - $20.9K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Buckhead Capital Management LLC
|
SELL
|
- |
-35.3KClosed |
$2.5M - $2.96M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-10.1KClosed |
$718K - $849K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.18KClosed |
$83.9K - $99.2K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-60- 28.3% |
$4.26K - $5.04K
|
152
$23.2K
|
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-750- 89.07% |
$53.3K - $63K
|
92
$14K
|
|
|
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
$6.41K
|
|
|
Jul 29, 2021
Q2 2021
|
Cordasco Financial Network
|
SELL
|
- |
-56- 5.44% |
$3.98K - $4.71K
|
973
$148K
|
|
|
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
$175K
|
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
39New |
$2.77K - $3.28K
|
39
$5.95K
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
200New |
$14.2K - $16.8K
|
200
$30.5K
|
|
| Q1 2021 | |||||||
|
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
$112K
|
|