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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 24, 2020
Q1 2020
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-2.58KClosed |
$85.8K - $232K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.14KClosed |
$37.7K - $102K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-3.56KClosed |
$118K - $320K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Shufro Rose & CO LLC
|
SELL
|
- |
-4.44KClosed |
$147K - $399K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Btr Capital Management Inc
|
SELL
|
- |
-2.73KClosed |
$90.7K - $245K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Csenge Advisory Group
|
SELL
|
- |
-7.34KClosed |
$244K - $660K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-3.62KClosed |
$120K - $325K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.98KClosed |
$98.9K - $267K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.82KClosed |
$60.6K - $164K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.27KClosed |
$142K - $384K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Ballast, Inc.
|
SELL
|
- |
-2.89KClosed |
$95.8K - $259K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Welch & Forbes LLC
|
SELL
|
- |
-2.64KClosed |
$87.7K - $237K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Campbell Wealth Management
|
SELL
|
- |
-4.07KClosed |
$135K - $365K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Sciencast Management LP
|
SELL
|
- |
-11KClosed |
$365K - $988K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
375New |
$12.5K - $33.7K
|
375
$57.1K
|
|
|
Apr 16, 2020
Q1 2020
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3.86KClosed |
$128K - $346K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.28KClosed |
$109K - $294K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Robeco Schweiz Ag
|
SELL
|
- |
-8.9KClosed |
$296K - $800K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-4KClosed |
$133K - $359K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-4.1KClosed |
$136K - $368K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 24, 2020
Q4 2019
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.28KClosed |
$176K - $210K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Css LLC
Chicago, IL |
SELL
|
- |
-299Closed |
$23.1K - $27.6K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Css LLC
Chicago, IL |
SELL
|
PUT |
-20KClosed |
$1.55M - $1.84M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
62.5KNew |
$4.84M - $5.77M
|
62.5K
$9.52M
|
|
|
Feb 14, 2020
Q4 2019
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-10.1KClosed |
$781K - $930K
|
0
$0
|
|