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 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
223+ 2.81% |
$19.3K - $21K
|
8.17K
$866K
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
478K+ 130.03% |
$41.4M - $45.1M
|
846K
$89.6M
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
600New |
$51.9K - $56.6K
|
600
$63.6K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-26- 1.49% |
$2.25K - $2.45K
|
1.72K
$182K
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.86KNew |
$334K - $364K
|
3.86K
$409K
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5- 3.52% |
$433 - $471
|
137
$14.5K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.26K+ 6.74% |
$801K - $873K
|
147K
$15.5M
|
|
May 13, 2024
Q1 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
52.1K+ 4.97% |
$4.5M - $4.91M
|
1.1M
$117M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.57K+ 331.78% |
$135K - $148K
|
2.04K
$216K
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-121K- 22.77% |
$10.5M - $11.4M
|
411K
$43.6M
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-150- 1.27% |
$13K - $14.1K
|
11.6K
$1.23M
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-2.64K- 45.28% |
$228K - $249K
|
3.19K
$338K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-200- 8.18% |
$17.3K - $18.9K
|
2.25K
$238K
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
BUY
|
- |
259K+ 474.59% |
$22.4M - $24.4M
|
314K
$33.3M
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
161K+ 2.12% |
$13.9M - $15.2M
|
7.75M
$821M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
839+ 0.38% |
$72.6K - $79.1K
|
220K
$23.3M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61.2K+ 6.78% |
$5.29M - $5.77M
|
963K
$102M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-291- 12.74% |
$25.2K - $27.4K
|
1.99K
$211K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
134K+ 29.86% |
$11.6M - $12.6M
|
583K
$61.8M
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-133- 46.83% |
$11.5K - $12.5K
|
151
$16K
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-32.9K- 36.59% |
$2.85M - $3.1M
|
57.1K
$6.05M
|
|
May 10, 2024
Q1 2024
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-56.1K- 1.95% |
$4.86M - $5.29M
|
2.83M
$300M
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.01K+ 2.75% |
$86.9K - $94.7K
|
37.6K
$3.98M
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
951K+ 1.63% |
$82.3M - $89.6M
|
59.1M
$6.27B
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2+ 0.51% |
$173 - $189
|
391
$41.4K
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-225- 0.48% |
$19.5K - $21.2K
|
46.4K
$4.91M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4K+ 6.24% |
$901K - $981K
|
177K
$18.8M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
127+ 3.16% |
$11K - $12K
|
4.14K
$439K
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.85KNew |
$246K - $268K
|
2.85K
$302K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
35.9K+ 3.37% |
$3.11M - $3.39M
|
1.1M
$117M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9- 0.71% |
$779 - $848
|
1.26K
$134K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
107+ 0.99% |
$9.26K - $10.1K
|
10.9K
$1.15M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.82M+ 41.19% |
$158M - $172M
|
6.25M
$662M
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-700- 18.82% |
$60.6K - $66K
|
3.02K
$320K
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-50- 1.24% |
$4.33K - $4.71K
|
3.97K
$421K
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
13.3K+ 147.88% |
$1.15M - $1.25M
|
22.3K
$2.36M
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.4KNew |
$121K - $132K
|
1.4K
$148K
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.26M+ 3.79% |
$282M - $307M
|
89.2M
$9.45B
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.44K+ 2.81% |
$384K - $419K
|
162K
$17.2M
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.19KNew |
$190K - $207K
|
2.19K
$232K
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.7K- 82.79% |
$320K - $349K
|
769
$81.5K
|
|
May 10, 2024
Q1 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
4.5K+ 34.1% |
$389K - $424K
|
17.7K
$1.88M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.2K- 24.36% |
$2.36M - $2.57M
|
84.6K
$8.97M
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-686- 21.27% |
$59.3K - $64.7K
|
2.54K
$269K
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
11.2K+ 10.55% |
$972K - $1.06M
|
118K
$12.5M
|
|
May 10, 2024
Q1 2024
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-17.5K- 13.1% |
$1.51M - $1.65M
|
116K
$12.3M
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
51+ 1.59% |
$4.41K - $4.81K
|
3.26K
$345K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.65K- 4.15% |
$229K - $249K
|
61.1K
$6.48M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.47KNew |
$127K - $139K
|
1.47K
$156K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.1K+ 0.72% |
$95K - $103K
|
154K
$16.3M
|