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 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
51+ 0.88% |
$4.41K - $4.81K
|
5.82K
$617K
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
115K+ 13.34% |
$9.98M - $10.9M
|
980K
$104M
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
4.41KNew |
$381K - $415K
|
4.41K
$467K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
55New |
$4.76K - $5.18K
|
55
$5.83K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-486- 3.52% |
$42K - $45.8K
|
13.3K
$1.41M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.43K- 4.61% |
$124K - $135K
|
29.6K
$3.13M
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
124+ 4.51% |
$10.7K - $11.7K
|
2.87K
$304K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
562+ 20.9% |
$48.6K - $53K
|
3.25K
$345K
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.39K+ 3.21% |
$206K - $225K
|
76.7K
$8.13M
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
5.63KNew |
$487K - $530K
|
5.63K
$596K
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
34.3K+ 3.16% |
$2.97M - $3.23M
|
1.12M
$119M
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.8KNew |
$588K - $641K
|
6.8K
$720K
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-2- 0.04% |
$173 - $189
|
4.94K
$524K
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
7.02KNew |
$608K - $662K
|
7.02K
$744K
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.16K+ 12.68% |
$447K - $487K
|
45.9K
$4.86M
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
14.1K+ 82.84% |
$1.22M - $1.33M
|
31.2K
$3.31M
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.17K+ 0.76% |
$188K - $205K
|
288K
$30.6M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.47K+ 4.42% |
$127K - $138K
|
34.7K
$3.67M
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7New |
$606 - $660
|
7
$742
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-40- 2.05% |
$3.46K - $3.77K
|
1.91K
$203K
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-2.41KClosed |
$209K - $227K
|
0
$0
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
156KNew |
$13.5M - $14.7M
|
156K
$16.6M
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
30+ 1.04% |
$2.6K - $2.83K
|
2.93K
$310K
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.11K- 14.77% |
$183K - $199K
|
12.2K
$1.29M
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
27+ 0.66% |
$2.34K - $2.54K
|
4.11K
$435K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5New |
$433 - $471
|
5
$530
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
BUY
|
- |
4.85K+ 5.42% |
$420K - $457K
|
94.4K
$10M
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.09% |
$260 - $283
|
3.4K
$360K
|
|
May 09, 2024
Q1 2024
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
BUY
|
- |
850K+ 18.97% |
$73.5M - $80.1M
|
5.33M
$565M
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-470- 94.0% |
$40.7K - $44.3K
|
30
$3.18K
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
490K+ 12.41% |
$42.3M - $46.1M
|
4.43M
$470M
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
3.83K+ 12.39% |
$331K - $361K
|
34.7K
$3.68M
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1K+ 8.35% |
$86.7K - $94.4K
|
13K
$1.38M
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
240+ 5.22% |
$20.8K - $22.6K
|
4.84K
$512K
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-6.19K- 38.3% |
$536K - $584K
|
9.98K
$1.06M
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-3.12K- 2.45% |
$270K - $294K
|
124K
$13.2M
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-1.51K- 15.33% |
$131K - $143K
|
8.35K
$885K
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.76K- 1.7% |
$152K - $165K
|
101K
$10.7M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.73K- 28.01% |
$236K - $257K
|
7.02K
$743K
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.07K- 8.98% |
$92.8K - $101K
|
10.9K
$1.15M
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-75- 1.99% |
$6.49K - $7.07K
|
3.69K
$391K
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
885+ 0.4% |
$76.6K - $83.4K
|
220K
$23.3M
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-221- 3.73% |
$19.1K - $20.8K
|
5.7K
$604K
|
|
May 08, 2024
Q1 2024
|
Aew Capital Management L P
|
BUY
|
- |
115K+ 9.82% |
$9.98M - $10.9M
|
1.29M
$137M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
265+ 9.88% |
$22.9K - $25K
|
2.95K
$312K
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5- 2.89% |
$433 - $471
|
168
$17.8K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.33K+ 12.32% |
$115K - $125K
|
12.1K
$1.28M
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-17.9K- 3.28% |
$1.55M - $1.69M
|
529K
$56M
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-75- 1.79% |
$6.49K - $7.07K
|
4.13K
$437K
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
134+ 2.74% |
$11.6K - $12.6K
|
5.03K
$533K
|