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 |
---|---|---|---|---|---|---|---|
Aug 14, 2018
Q2 2018
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-20KClosed |
$1M - $1.26M
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Annex Advisory Services, LLC
|
SELL
|
- |
-17.6KClosed |
$879K - $1.1M
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Sws Partners
|
SELL
|
- |
-844Closed |
$42.2K - $52.9K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-8.57KClosed |
$428K - $537K
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.77KClosed |
$188K - $236K
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Gs Investments, Inc.
|
SELL
|
- |
-800Closed |
$40K - $50.2K
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-23KClosed |
$1.15M - $1.44M
|
0
$0
|
|
Aug 09, 2018
Q2 2018
|
Gam Holding Ag
|
SELL
|
- |
-8.37KClosed |
$419K - $525K
|
0
$0
|
|
Aug 09, 2018
Q2 2018
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-24.8KClosed |
$1.24M - $1.55M
|
0
$0
|
|
Aug 03, 2018
Q2 2018
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-6.07KClosed |
$304K - $381K
|
0
$0
|
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
14+ 8.33% |
$700 - $878
|
182
$19.3K
|
|
Aug 01, 2018
Q2 2018
|
Cno Financial Group, Inc.
|
SELL
|
- |
-7.75KClosed |
$387K - $486K
|
0
$0
|
|
Jul 31, 2018
Q2 2018
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-62.6KClosed |
$3.13M - $3.92M
|
0
$0
|
|
Jul 20, 2018
Q2 2018
|
First Command Bank
|
SELL
|
- |
-42Closed |
$2.1K - $2.63K
|
0
$0
|
|
Jul 16, 2018
Q2 2018
|
Regent Investment Management LLC
|
SELL
|
- |
-3.7KClosed |
$185K - $232K
|
0
$0
|
|
Jul 13, 2018
Q2 2018
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-87.1KClosed |
$4.36M - $5.46M
|
0
$0
|
|
Jul 12, 2018
Q2 2018
|
James Hambro & Partners
|
BUY
|
- |
550New |
$27.5K - $34.5K
|
550
$58.3K
|
|
Jul 11, 2018
Q2 2018
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-330Closed |
$16.5K - $20.7K
|
0
$0
|
|
Q1 2018 | |||||||
May 15, 2018
Q1 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-101KClosed |
$5.24M - $6.46M
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-5.29KClosed |
$275K - $339K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-7.51KClosed |
$391K - $482K
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Holistic Financial Partners
|
SELL
|
- |
-190Closed |
$9.89K - $12.2K
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Kemper Corp Master Retirement Trust
|
SELL
|
- |
-10.3KClosed |
$538K - $663K
|
0
$0
|
|
May 11, 2018
Q1 2018
|
Ford Financial Group, LLC
|
SELL
|
- |
-156Closed |
$8.12K - $10K
|
0
$0
|
|
May 11, 2018
Q1 2018
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-7.81KClosed |
$406K - $501K
|
0
$0
|
|
May 10, 2018
Q1 2018
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-8.8KClosed |
$458K - $564K
|
0
$0
|
|
May 07, 2018
Q1 2018
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-3.55KClosed |
$185K - $228K
|
0
$0
|
|
May 04, 2018
Q1 2018
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-729Closed |
$37.9K - $46.8K
|
0
$0
|
|
May 02, 2018
Q1 2018
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-310Closed |
$16.1K - $19.9K
|
0
$0
|
|
Apr 30, 2018
Q1 2018
|
Exane Asset Management
|
SELL
|
- |
-2.51KClosed |
$131K - $161K
|
0
$0
|
|
Apr 30, 2018
Q1 2018
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-5.14KClosed |
$267K - $330K
|
0
$0
|
|
Apr 26, 2018
Q1 2018
|
Meritage Portfolio Management
|
SELL
|
- |
-80.2KClosed |
$4.17M - $5.14M
|
0
$0
|
|
Apr 26, 2018
Q1 2018
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.6KClosed |
$83.2K - $103K
|
0
$0
|
|
Apr 25, 2018
Q1 2018
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-9.86KClosed |
$513K - $632K
|
0
$0
|
|
Apr 24, 2018
Q1 2018
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-5.11KClosed |
$266K - $328K
|
0
$0
|
|
Apr 20, 2018
Q1 2018
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.65KClosed |
$242K - $298K
|
0
$0
|
|
Apr 18, 2018
Q1 2018
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-41.1KClosed |
$2.14M - $2.64M
|
0
$0
|
|
Apr 13, 2018
Q1 2018
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-4.61KClosed |
$240K - $296K
|
0
$0
|
|
Apr 11, 2018
Q1 2018
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-13.6KClosed |
$710K - $875K
|
0
$0
|
|
Apr 10, 2018
Q1 2018
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-395Closed |
$20.6K - $25.3K
|
0
$0
|
|
Apr 09, 2018
Q1 2018
|
Trust CO
|
SELL
|
- |
-229- 21.22% |
$11.9K - $14.7K
|
850
$90.1K
|
|
Apr 09, 2018
Q1 2018
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-6Closed |
$312 - $385
|
0
$0
|
|
Apr 04, 2018
Q1 2018
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.05KClosed |
$54.6K - $67.3K
|
0
$0
|
|
Apr 04, 2018
Q1 2018
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-13Closed |
$676 - $834
|
0
$0
|
|
Q4 2017 | |||||||
Feb 22, 2018
Q4 2017
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-4.1KClosed |
$259K - $285K
|
0
$0
|
|
Feb 15, 2018
Q4 2017
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.99KClosed |
$189K - $208K
|
0
$0
|
|
Feb 14, 2018
Q4 2017
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.39KClosed |
$404K - $444K
|
0
$0
|
|
Feb 14, 2018
Q4 2017
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
10.7KNew |
$677K - $744K
|
10.7K
$1.13M
|
|
Feb 13, 2018
Q4 2017
|
Calamos Wealth Management LLC
|
SELL
|
- |
-34.2KClosed |
$2.17M - $2.38M
|
0
$0
|
|
Feb 07, 2018
Q4 2017
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.43KClosed |
$90.2K - $99.1K
|
0
$0
|