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, 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
$83.7M
|
|
|
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
|
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
$1.1M
|
|
|
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
$5.63K
|
|
|
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 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 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
|
|
|
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
$822K
|
|
|
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
|
|