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 |
|---|---|---|---|---|---|---|---|
|
May 18, 2023
Q1 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
270New |
$17.8K - $21.1K
|
270
$41.1K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
200New |
$13.2K - $15.6K
|
200
$30.5K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100New |
$6.58K - $7.81K
|
100
$15.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
87New |
$5.72K - $6.79K
|
87
$13.2K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
75New |
$4.93K - $5.85K
|
75
$11.4K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
16+ 0.31% |
$1.05K - $1.25K
|
5.15K
$784K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11+ 23.91% |
$723 - $859
|
57
$8.68K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.19MNew |
$241M - $300M
|
4.19M
$639M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
188KNew |
$10.8M - $13.5M
|
188K
$28.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
150KNew |
$8.62M - $10.8M
|
150K
$22.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
50KNew |
$2.87M - $3.58M
|
50K
$7.61M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
10.2KNew |
$585K - $730K
|
10.2K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
5.5KNew |
$316K - $394K
|
5.5K
$837K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
5.5KNew |
$315K - $393K
|
5.5K
$837K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.13KNew |
$295K - $367K
|
5.13K
$782K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
4.55KNew |
$261K - $326K
|
4.55K
$693K
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.5K+ 66.31% |
$143K - $179K
|
6.27K
$955K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
2.33K+ 11.65% |
$134K - $167K
|
22.4K
$3.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.2KNew |
$126K - $158K
|
2.2K
$335K
|
|
|
Feb 07, 2023
Q4 2022
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
1.5KNew |
$86.1K - $107K
|
1.5K
$228K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.42KNew |
$81.2K - $101K
|
1.42K
$216K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
926+ 701.52% |
$53.1K - $66.3K
|
1.06K
$161K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
830+ 16.26% |
$47.6K - $59.4K
|
5.93K
$903K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
617New |
$35.4K - $44.2K
|
617
$93.9K
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
468New |
$26.8K - $33.5K
|
468
$71.3K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
446+ 4.57% |
$25.6K - $31.9K
|
10.2K
$1.55M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
400New |
$22.9K - $28.6K
|
400
$60.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
335New |
$19.2K - $24K
|
335
$51K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
306New |
$17.6K - $21.9K
|
306
$46.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
300New |
$17.2K - $21.5K
|
300
$45.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
285+ 0.83% |
$16.4K - $20.4K
|
34.8K
$5.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
228New |
$13.1K - $16.3K
|
228
$34.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
195+ 148.85% |
$11.2K - $14K
|
326
$49.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
105New |
$6.02K - $7.52K
|
105
$16K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
100New |
$5.74K - $7.16K
|
100
$15.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100New |
$5.74K - $7.16K
|
100
$15.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
100+ 10.0% |
$5.74K - $7.16K
|
1.1K
$167K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
81New |
$4.65K - $5.8K
|
81
$12.3K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
39+ 0.66% |
$2.24K - $2.79K
|
5.93K
$902K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
34New |
$1.95K - $2.43K
|
34
$5.18K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
24New |
$1.38K - $1.72K
|
24
$3.65K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10+ 3.57% |
$574 - $716
|
290
$44.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
9New |
$516 - $644
|
9
$1.37K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
9New |
$516 - $644
|
9
$1.37K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.88% |
$57.4 - $71.6
|
115
$17.5K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
150KNew |
$9.5M - $13M
|
150K
$22.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
43.7KNew |
$2.77M - $3.77M
|
43.7K
$6.65M
|
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
41.7K+ 141.27% |
$2.64M - $3.6M
|
71.2K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
39.5K+ 110.13% |
$2.5M - $3.41M
|
75.4K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
21.9K+ 140.37% |
$1.39M - $1.89M
|
37.5K
$5.71M
|
|