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 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-805Closed |
$39.6K - $49.2K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-451Closed |
$22.2K - $27.6K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
3K+ 12.24% |
$148K - $183K
|
27.5K
$4.09M
|
|
|
Nov 04, 2020
Q3 2020
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-105KClosed |
$5.17M - $6.42M
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Community Bank, N.A.
|
SELL
|
- |
-120- 37.5% |
$5.9K - $7.33K
|
200
$29.8K
|
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-844Closed |
$41.5K - $51.6K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-124Closed |
$6.1K - $7.58K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-43Closed |
$2.12K - $2.63K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-284Closed |
$14K - $17.4K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-504Closed |
$24.8K - $30.8K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Foundry Partners, LLC
|
SELL
|
- |
-6.18KClosed |
$304K - $378K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.3KClosed |
$64K - $79.5K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-3Closed |
$148 - $183
|
0
$0
|
|
|
Oct 05, 2020
Q3 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-6.99KClosed |
$344K - $427K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 11, 2024
Q2 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-14.2KClosed |
$529K - $876K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.64K- 33.63% |
$98.5K - $163K
|
5.22K
$776K
|
|
|
Sep 11, 2020
Q2 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.83KClosed |
$106K - $175K
|
0
$0
|
|
|
Aug 18, 2020
Q2 2020
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-13.5KClosed |
$504K - $834K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-600Closed |
$22.4K - $37K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.27KClosed |
$47.3K - $78.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-69.5KClosed |
$2.59M - $4.28M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-416Closed |
$15.5K - $25.6K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-3.6KClosed |
$134K - $222K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
CALL |
550KNew |
$20.5M - $33.9M
|
550K
$81.8M
|
|
|
Aug 14, 2020
Q2 2020
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-70.4KClosed |
$2.62M - $4.34M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-88KClosed |
$3.28M - $5.43M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-7.9KClosed |
$294K - $487K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-13.6KClosed |
$505K - $836K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.44KClosed |
$165K - $274K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bell Bank
|
SELL
|
- |
-25.1KClosed |
$934K - $1.55M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.89KClosed |
$257K - $425K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Bleichroeder LP
New York, NY |
SELL
|
- |
-6.7KClosed |
$250K - $413K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-21.2K- 74.65% |
$790K - $1.31M
|
7.2K
$1.07M
|
|
|
Aug 12, 2020
Q2 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-50Closed |
$1.86K - $3.08K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-44.7KClosed |
$1.67M - $2.76M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
37New |
$1.38K - $2.28K
|
37
$5.5K
|
|
|
Aug 11, 2020
Q2 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-5.01KClosed |
$186K - $309K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Wrapmanager Inc
|
SELL
|
- |
-11.1KClosed |
$412K - $681K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6.2KClosed |
$231K - $382K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Ogorek Anthony Joseph
|
SELL
|
- |
-650Closed |
$24.2K - $40.1K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-4.07KClosed |
$152K - $251K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-112Closed |
$4.17K - $6.9K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-780Closed |
$29.1K - $48.1K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-5.1KClosed |
$190K - $314K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-11.9KClosed |
$444K - $735K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-82.4KClosed |
$3.07M - $5.08M
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-150Closed |
$5.59K - $9.25K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-4.53KClosed |
$169K - $279K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
G&S Capital LLC
|
SELL
|
- |
-182Closed |
$6.78K - $11.2K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-16.1KClosed |
$598K - $990K
|
0
$0
|
|