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 13, 2019
Q3 2019
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.85KClosed |
$233K - $264K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.54KClosed |
$207K - $235K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-89.7KClosed |
$7.33M - $8.29M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
473New |
$38.7K - $43.7K
|
473
$69.2K
|
|
|
Nov 12, 2019
Q3 2019
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-64.6KClosed |
$5.28M - $5.97M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Silvant Capital Management LLC
|
SELL
|
- |
-76- 17.92% |
$6.21K - $7.03K
|
348
$50.9K
|
|
|
Nov 12, 2019
Q3 2019
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.45KClosed |
$282K - $319K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.77KClosed |
$226K - $256K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-38.1KClosed |
$3.12M - $3.52M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-146KClosed |
$11.9M - $13.5M
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-840Closed |
$68.7K - $77.7K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Girard Partners Ltd.
|
SELL
|
- |
-2.8KClosed |
$228K - $258K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.54KClosed |
$208K - $235K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-337Closed |
$27.5K - $31.2K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-18- 16.36% |
$1.47K - $1.66K
|
92
$13.5K
|
|
|
Oct 16, 2019
Q3 2019
|
Hamilton Wealth, LLC
|
SELL
|
- |
-2.5KClosed |
$204K - $231K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.49KClosed |
$203K - $230K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-4.2KClosed |
$343K - $388K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-129Closed |
$10.5K - $11.9K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-250Closed |
$20.4K - $23.1K
|
0
$0
|
|
| Q2 2019 | |||||||
|
May 19, 2020
Q2 2019
|
Archer Investment Corp
|
SELL
|
- |
-75Closed |
$5.38K - $6.35K
|
0
$0
|
|
|
May 08, 2020
Q2 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-68Closed |
$4.88K - $5.75K
|
0
$0
|
|
|
Oct 15, 2019
Q2 2019
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-13.7KClosed |
$985K - $1.16M
|
0
$0
|
|
|
Aug 19, 2019
Q2 2019
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7.25KClosed |
$520K - $613K
|
0
$0
|
|
|
Aug 15, 2019
Q2 2019
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-7KClosed |
$502K - $592K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Brr Op Co, LLC
|
SELL
|
- |
-16.9KClosed |
$1.21M - $1.43M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-390Closed |
$28K - $33K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
20KNew |
$1.44M - $1.69M
|
20K
$2.92M
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-2.92KClosed |
$210K - $247K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-879Closed |
$63.1K - $74.4K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
59+ 30.89% |
$4.23K - $4.99K
|
250
$36.6K
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-235Closed |
$16.9K - $19.9K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-27Closed |
$1.94K - $2.29K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4KClosed |
$287K - $339K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-900Closed |
$64.6K - $76.2K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Pittenger & Anderson Inc
|
SELL
|
- |
-825Closed |
$59.2K - $69.8K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-59Closed |
$4.23K - $4.99K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-91Closed |
$6.53K - $7.7K
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-800Closed |
$57.4K - $67.7K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-136Closed |
$9.76K - $11.5K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Suncoast Equity Management
|
SELL
|
- |
-3.55KClosed |
$254K - $300K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.69KClosed |
$193K - $228K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.08KClosed |
$77.6K - $91.5K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-29KClosed |
$2.08M - $2.45M
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Field & Main Bank
|
SELL
|
- |
-250Closed |
$17.9K - $21.2K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Destination Wealth Management
|
SELL
|
- |
-130Closed |
$9.33K - $11K
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Hanson & Doremus Investment Management
|
BUY
|
- |
500+ 50.0% |
$35.9K - $42.3K
|
1.5K
$219K
|
|
|
Jul 11, 2019
Q2 2019
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-316Closed |
$22.7K - $26.7K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-210Closed |
$14.1K - $16.5K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Maple Capital Management, Inc.
|
SELL
|
- |
-8.15KClosed |
$549K - $642K
|
0
$0
|
|