Latest Institutional Purchases of Welltower Inc. (WELL)
This list provides information on the latest institutional transactions involving Welltower Inc. (WELL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.68KNew |
$261K - $309K
|
3.68K
$383K
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
1.15KNew |
$81.7K - $96.6K
|
1.15K
$120K
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
200New |
$14.2K - $16.8K
|
200
$20.9K
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
42New |
$2.98K - $3.53K
|
42
$4.38K
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
39New |
$2.77K - $3.28K
|
39
$4.07K
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
27+ 4.01% |
$1.92K - $2.27K
|
700
$73K
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.58KNew |
$94.2K - $117K
|
1.58K
$164K
|
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
965+ 77.2% |
$57.7K - $71.9K
|
2.22K
$231K
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
733New |
$43.8K - $54.6K
|
733
$76.4K
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
338New |
$20.2K - $25.2K
|
338
$35.2K
|
|
May 13, 2021
Q1 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
52+ 50.49% |
$3.11K - $3.88K
|
155
$16.2K
|
|
Q4 2020 | |||||||
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
4.11K+ 45.16% |
$215K - $279K
|
13.2K
$1.38M
|
|
Feb 12, 2021
Q4 2020
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
3.5KNew |
$183K - $237K
|
3.5K
$365K
|
|
Jan 22, 2021
Q4 2020
|
Dividend Assets Capital, LLC
|
BUY
|
- |
3KNew |
$157K - $204K
|
3K
$313K
|
|
Jan 15, 2021
Q4 2020
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.2KNew |
$62.7K - $81.4K
|
1.2K
$125K
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
657New |
$34.3K - $44.6K
|
657
$68.5K
|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
60+ 56.6% |
$3.14K - $4.07K
|
166
$17.3K
|
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6New |
$314 - $407
|
6
$626
|
|
Q3 2020 | |||||||
Nov 05, 2020
Q3 2020
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
3K+ 12.24% |
$148K - $183K
|
27.5K
$2.87M
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
112New |
$5.51K - $6.85K
|
112
$11.7K
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
CALL |
550KNew |
$20.5M - $33.9M
|
550K
$57.3M
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
155KNew |
$5.77M - $9.55M
|
155K
$16.1M
|
|
Aug 14, 2020
Q2 2020
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
45.9K+ 442.0% |
$1.71M - $2.83M
|
56.2K
$5.86M
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
37New |
$1.38K - $2.28K
|
37
$3.86K
|
|
Q1 2020 | |||||||
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
375New |
$12.5K - $33.7K
|
375
$39.1K
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
62.5KNew |
$4.84M - $5.77M
|
62.5K
$6.52M
|
|
Feb 07, 2020
Q4 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
8.29K+ 8.68% |
$642K - $765K
|
104K
$10.8M
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
476New |
$36.8K - $43.9K
|
476
$49.6K
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
473New |
$38.7K - $43.7K
|
473
$49.3K
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
20KNew |
$1.44M - $1.69M
|
20K
$2.09M
|
|
Jul 18, 2019
Q2 2019
|
Hanson & Doremus Investment Management
|
BUY
|
- |
500+ 50.0% |
$35.9K - $42.3K
|
1.5K
$156K
|
|
Aug 13, 2019
Q2 2019
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
59+ 30.89% |
$4.23K - $4.99K
|
250
$26.1K
|
|
Q1 2019 | |||||||
Apr 08, 2019
Q1 2019
|
Legacy Advisors, LLC
|
BUY
|
- |
200New |
$13.5K - $15.7K
|
200
$20.9K
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.1KNew |
$191K - $231K
|
3.1K
$323K
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
490New |
$30.2K - $36.6K
|
490
$51.1K
|
|
May 07, 2019
Q4 2018
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
184New |
$11.3K - $13.7K
|
184
$19.2K
|
|
Q2 2018 | |||||||
Jul 12, 2018
Q2 2018
|
James Hambro & Partners
|
BUY
|
- |
550New |
$27.5K - $34.5K
|
550
$57.3K
|
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
14+ 8.33% |
$700 - $878
|
182
$19K
|
|
Q4 2017 | |||||||
Jan 26, 2018
Q4 2017
|
Townsend & Associates, Inc
|
BUY
|
- |
19.9KNew |
$1.26M - $1.39M
|
19.9K
$2.08M
|
|
Feb 14, 2018
Q4 2017
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
10.7KNew |
$677K - $744K
|
10.7K
$1.12M
|
|
Q3 2017 | |||||||
Oct 27, 2017
Q3 2017
|
American Assets Investment Management, LLC
|
BUY
|
- |
10KNew |
$699K - $754K
|
10K
$1.04M
|
|
Nov 15, 2017
Q3 2017
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$35K - $37.7K
|
500
$52.1K
|
|
Oct 10, 2017
Q3 2017
|
First Command Financial Services, Inc.
|
BUY
|
- |
42New |
$2.94K - $3.17K
|
42
$4.38K
|
|
Q2 2017 | |||||||
Aug 15, 2017
Q2 2017
|
M&R Capital Management Inc
|
BUY
|
- |
135New |
N/A
|
135
$14.1K
|
|
Q2 2010 | |||||||
Aug 05, 2021
Q2 2010
|
Antonetti Capital Management LLC
|
BUY
|
- |
695New |
N/A
|
695
$72.5K
|