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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2020
Q2 2020
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-11KClosed |
$411K - $680K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-224Closed |
$8.35K - $13.8K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-101KClosed |
$3.76M - $6.22M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-14Closed |
$522 - $863
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Keeler T Homas Management LLC
|
SELL
|
- |
-24.5KClosed |
$914K - $1.51M
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-15.6KClosed |
$580K - $959K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Keudell
|
SELL
|
- |
-16.7KClosed |
$622K - $1.03M
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Peoples Financial Services Corp.
|
SELL
|
- |
-111Closed |
$4.14K - $6.84K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-1.61KClosed |
$59.8K - $98.9K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-177Closed |
$6.6K - $10.9K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Fulton Bank, N.A.
|
SELL
|
- |
-25.4KClosed |
$948K - $1.57M
|
0
$0
|
|
|
Jul 01, 2020
Q2 2020
|
Thomasville National Bank
|
SELL
|
- |
-2.92KClosed |
$109K - $180K
|
0
$0
|
|
|
Jul 01, 2020
Q2 2020
|
Park National Corp
|
SELL
|
- |
-9.02KClosed |
$336K - $556K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Oct 13, 2021
Q1 2020
|
Hixon Zuercher, LLC
|
SELL
|
- |
-24.9KClosed |
$826K - $2.23M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Accredited Investors Inc.
|
SELL
|
- |
-2.66KClosed |
$88.5K - $239K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.37KClosed |
$78.6K - $212K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-3.56KClosed |
$118K - $320K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-9.3K- 63.27% |
$309K - $836K
|
5.4K
$803K
|
|
|
May 15, 2020
Q1 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-202Closed |
$6.71K - $18.1K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-366KClosed |
$12.2M - $32.9M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.67KClosed |
$155K - $419K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Simmons Bank
|
SELL
|
- |
-3.62KClosed |
$120K - $325K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-5.76KClosed |
$191K - $517K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-4.31KClosed |
$143K - $387K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-225Closed |
$7.47K - $20.2K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.84KClosed |
$94.2K - $255K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Amica Mutual Insurance CO
|
SELL
|
- |
-6.84KClosed |
$227K - $614K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Amica Retiree Medical Trust
|
SELL
|
- |
-984Closed |
$32.7K - $88.4K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-26.7KClosed |
$888K - $2.4M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Northeast Investment Management
|
SELL
|
- |
-13.2KClosed |
$438K - $1.18M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-20.7KClosed |
$688K - $1.86M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Bridges Investment Management Inc
|
SELL
|
- |
-3.35KClosed |
$111K - $301K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-3.44KClosed |
$114K - $309K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-20.2KClosed |
$671K - $1.82M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-149KClosed |
$4.96M - $13.4M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-152Closed |
$5.05K - $13.7K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.48KClosed |
$116K - $313K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-48Closed |
$1.59K - $4.31K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.67KClosed |
$88.6K - $240K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.13KClosed |
$37.5K - $102K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.6KClosed |
$86.4K - $234K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-50Closed |
$1.66K - $4.49K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-79Closed |
$2.62K - $7.1K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-3.37KClosed |
$112K - $303K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Washington Trust Bank
|
SELL
|
- |
-3.53KClosed |
$117K - $317K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Telos Capital Management, Inc.
|
SELL
|
- |
-15.2KClosed |
$504K - $1.36M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Janney Capital Management LLC
|
SELL
|
- |
-172KClosed |
$5.7M - $15.4M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.49KClosed |
$82.7K - $224K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-63Closed |
$2.09K - $5.66K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-405Closed |
$13.5K - $36.4K
|
0
$0
|
|