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 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
$38.1K
|
|
|
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
$228K
|
|
|
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
|
|
|
May 15, 2019
Q1 2019
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-83.7KClosed |
$5.63M - $6.59M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-21.6KClosed |
$1.45M - $1.7M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Argi Investment Services, LLC
|
SELL
|
- |
-9.97KClosed |
$671K - $785K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-950Closed |
$63.9K - $74.8K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Macroview Investment Management LLC
|
SELL
|
- |
-55Closed |
$3.7K - $4.33K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-925Closed |
$62.2K - $72.8K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Martin Capital Partners, LLC
|
SELL
|
- |
-40.4KClosed |
$2.72M - $3.18M
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.66KClosed |
$112K - $131K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-20KClosed |
$1.35M - $1.57M
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3KClosed |
$202K - $236K
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Miller Howard Investments Inc
|
SELL
|
- |
-7.24KClosed |
$487K - $570K
|
0
$0
|
|
| Q4 2018 | |||||||
|
May 07, 2019
Q4 2018
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
184New |
$11.3K - $13.7K
|
184
$28K
|
|
|
Feb 26, 2019
Q4 2018
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-212Closed |
$13.1K - $15.8K
|
0
$0
|
|
|
Feb 19, 2019
Q4 2018
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1.17KClosed |
$72.2K - $87.6K
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-139KClosed |
$8.54M - $10.4M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-400Closed |
$24.6K - $29.9K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-3.74KClosed |
$230K - $280K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-147Closed |
$9.06K - $11K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.1KNew |
$191K - $231K
|
3.1K
$472K
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-175KClosed |
$10.8M - $13.1M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.26KClosed |
$262K - $318K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Parametrica Management LTD
|
SELL
|
- |
-3.46KClosed |
$213K - $259K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-122Closed |
$7.52K - $9.12K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7.88KClosed |
$485K - $589K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-359Closed |
$22.1K - $26.8K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-4.49KClosed |
$276K - $335K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.18KClosed |
$72.7K - $88.2K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-391Closed |
$24.1K - $29.2K
|
0
$0
|
|