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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 0.32% |
$832 - $1.04K
|
2.53K
$334K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-980- 77.65% |
$102K - $127K
|
282
$37.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
3.53K+ 162.81% |
$367K - $458K
|
5.7K
$754K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.24% |
$520 - $649
|
2.13K
$281K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.45K+ 166.09% |
$359K - $447K
|
5.52K
$730K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.59KNew |
$165K - $206K
|
1.59K
$210K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-336- 1.02% |
$34.9K - $43.6K
|
32.7K
$4.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
307New |
$31.9K - $39.8K
|
307
$40.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-504K- 83.41% |
$52.4M - $65.3M
|
100K
$13.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-42- 0.23% |
$4.37K - $5.45K
|
18.6K
$2.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.17K- 20.14% |
$122K - $152K
|
4.65K
$615K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-155- 0.72% |
$16.1K - $20.1K
|
21.5K
$2.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-94- 2.03% |
$9.78K - $12.2K
|
4.54K
$600K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
22+ 0.29% |
$2.29K - $2.85K
|
7.59K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
600+ 4.55% |
$62.4K - $77.8K
|
13.8K
$1.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-465- 16.47% |
$48.4K - $60.3K
|
2.36K
$312K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-6.69K- 20.22% |
$696K - $868K
|
26.4K
$3.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.32K+ 5.34% |
$241K - $301K
|
45.8K
$6.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.13KNew |
$222K - $277K
|
2.13K
$282K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-264K- 2.13% |
$27.5M - $34.3M
|
12.2M
$1.61B
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-30.3K- 2.67% |
$3.15M - $3.93M
|
1.11M
$146M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
971+ 2.14% |
$101K - $126K
|
46.3K
$6.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-236- 3.63% |
$24.5K - $30.6K
|
6.27K
$829K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-303- 12.94% |
$31.5K - $39.3K
|
2.04K
$270K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-56- 11.24% |
$5.82K - $7.27K
|
442
$58.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
30.8KNew |
$3.21M - $4M
|
30.8K
$4.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
15.5K+ 208.99% |
$1.62M - $2.02M
|
23K
$3.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.69KNew |
$176K - $219K
|
1.69K
$223K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.33K+ 3.25% |
$346K - $432K
|
106K
$14M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
174+ 5.61% |
$18.1K - $22.6K
|
3.28K
$433K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.06K- 4.22% |
$527K - $657K
|
115K
$15.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-86- 0.44% |
$8.94K - $11.2K
|
19.3K
$2.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
46New |
$4.78K - $5.97K
|
46
$6.08K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.56K- 3.31% |
$162K - $202K
|
45.5K
$6.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.47KNew |
$257K - $321K
|
2.47K
$327K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.77KNew |
$184K - $230K
|
1.77K
$235K
|
|
|
Oct 30, 2024
Q3 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-6.88K- 13.46% |
$715K - $892K
|
44.2K
$5.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
408+ 7.24% |
$42.4K - $52.9K
|
6.04K
$799K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.03K- 32.42% |
$107K - $134K
|
2.15K
$284K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-672- 29.5% |
$69.9K - $87.2K
|
1.61K
$212K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.41% |
$520 - $649
|
1.23K
$163K
|
|
|
Oct 29, 2024
Q3 2024
|
B&I Capital Ag
|
SELL
|
- |
-15.5K- 6.04% |
$1.61M - $2M
|
240K
$31.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-17- 8.85% |
$1.77K - $2.21K
|
175
$23.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
78+ 0.61% |
$8.11K - $10.1K
|
12.9K
$1.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-109- 2.81% |
$11.3K - $14.1K
|
3.76K
$498K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-2- 0.06% |
$208 - $259
|
3.12K
$412K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
479+ 136.86% |
$49.8K - $62.1K
|
829
$110K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 10.0% |
$208 - $259
|
22
$2.91K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
41.8K+ 17.61% |
$4.35M - $5.43M
|
279K
$36.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-400- 10.3% |
$41.6K - $51.9K
|
3.48K
$461K
|