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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
490New |
$30.2K - $36.6K
|
490
$74.6K
|
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-133Closed |
$8.19K - $9.94K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Paragon Capital Management LTD
|
SELL
|
- |
-5.16KClosed |
$318K - $385K
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
New Capital Management LP
|
SELL
|
- |
-205Closed |
$12.6K - $15.3K
|
0
$0
|
|
|
Jan 16, 2019
Q4 2018
|
Beacon Financial Group
|
SELL
|
- |
-4.43KClosed |
$273K - $331K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-142Closed |
$8.75K - $10.6K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Kessler Investment Group, LLC
|
SELL
|
- |
-70Closed |
$4.31K - $5.23K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-236Closed |
$14.6K - $15.9K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-300Closed |
$18.5K - $20.2K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-10.1KClosed |
$620K - $678K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-4.39KClosed |
$271K - $296K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-730Closed |
$45K - $49.2K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-48Closed |
$2.96K - $3.24K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1.7KClosed |
$105K - $115K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-706Closed |
$43.6K - $47.6K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-237Closed |
$14.6K - $16K
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-636Closed |
$39.2K - $42.9K
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Marshall & Sullivan Inc
|
SELL
|
- |
-109Closed |
$6.73K - $7.35K
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-76.4KClosed |
$4.71M - $5.15M
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-12.1KClosed |
$745K - $815K
|
0
$0
|
|
|
Oct 22, 2018
Q3 2018
|
Donald L. Hagan, LLC
|
SELL
|
- |
-11.9KClosed |
$735K - $803K
|
0
$0
|
|
|
Oct 18, 2018
Q3 2018
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.81KClosed |
$235K - $257K
|
0
$0
|
|
|
Oct 10, 2018
Q3 2018
|
Mc Adam, LLC
|
SELL
|
- |
-30Closed |
$1.85K - $2.02K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Dec 07, 2018
Q2 2018
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-987Closed |
$49.4K - $61.9K
|
0
$0
|
|
|
Aug 22, 2018
Q2 2018
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-79Closed |
$3.95K - $4.95K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-952Closed |
$47.6K - $59.7K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Hall Capital Management CO Inc
|
SELL
|
- |
-4.39KClosed |
$219K - $275K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-17.4KClosed |
$870K - $1.09M
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-5.53KClosed |
$277K - $347K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
- |
-3.9KClosed |
$195K - $244K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Muzinich & Co., Inc.
New York, NY |
SELL
|
- |
-1.45KClosed |
$72.7K - $91.1K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-20KClosed |
$1M - $1.26M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Annex Advisory Services, LLC
|
SELL
|
- |
-17.6KClosed |
$879K - $1.1M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Sws Partners
|
SELL
|
- |
-844Closed |
$42.2K - $52.9K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-8.57KClosed |
$428K - $537K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.77KClosed |
$188K - $236K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Gs Investments, Inc.
|
SELL
|
- |
-800Closed |
$40K - $50.2K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-23KClosed |
$1.15M - $1.44M
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-24.8KClosed |
$1.24M - $1.55M
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-6.07KClosed |
$304K - $381K
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
14+ 8.33% |
$700 - $878
|
182
$27.7K
|
|
|
Aug 01, 2018
Q2 2018
|
Cno Financial Group, Inc.
|
SELL
|
- |
-7.75KClosed |
$387K - $486K
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-62.6KClosed |
$3.13M - $3.92M
|
0
$0
|
|
|
Jul 20, 2018
Q2 2018
|
First Command Bank
|
SELL
|
- |
-42Closed |
$2.1K - $2.63K
|
0
$0
|
|
|
Jul 16, 2018
Q2 2018
|
Regent Investment Management LLC
|
SELL
|
- |
-3.7KClosed |
$185K - $232K
|
0
$0
|
|
|
Jul 13, 2018
Q2 2018
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-87.1KClosed |
$4.36M - $5.46M
|
0
$0
|
|
|
Jul 12, 2018
Q2 2018
|
James Hambro & Partners
|
BUY
|
- |
550New |
$27.5K - $34.5K
|
550
$83.7K
|
|
|
Jul 11, 2018
Q2 2018
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-330Closed |
$16.5K - $20.7K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-101KClosed |
$5.24M - $6.46M
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-5.29KClosed |
$275K - $339K
|
0
$0
|
|