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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
26+ 1.01% |
$2.7K - $3.37K
|
2.6K
$344K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.04K+ 0.57% |
$212K - $265K
|
357K
$47.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-325- 39.16% |
$33.8K - $42.2K
|
505
$66.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.57K- 7.15% |
$371K - $463K
|
46.4K
$6.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
82+ 0.86% |
$8.53K - $10.6K
|
9.62K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-31- 20.95% |
$3.22K - $4.02K
|
117
$15.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-2.97K- 9.33% |
$309K - $385K
|
28.9K
$3.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-4.48K- 15.0% |
$466K - $582K
|
25.4K
$3.36M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-41- 1.25% |
$4.26K - $5.32K
|
3.25K
$430K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
2.74KNew |
$285K - $355K
|
2.74K
$362K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-2- 6.25% |
$208 - $259
|
30
$3.97K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
148K+ 12.73% |
$15.4M - $19.2M
|
1.31M
$173M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-47- 0.99% |
$4.89K - $6.1K
|
4.71K
$622K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.38K+ 17.36% |
$144K - $179K
|
9.34K
$1.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
21+ 0.19% |
$2.18K - $2.72K
|
10.9K
$1.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-23- 0.38% |
$2.39K - $2.98K
|
6K
$793K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
32New |
$3.33K - $4.15K
|
32
$4.23K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
1.7KNew |
$177K - $221K
|
1.7K
$225K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
24.5K+ 37.3% |
$2.55M - $3.18M
|
90.3K
$11.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.2K- 3.55% |
$125K - $156K
|
32.6K
$4.31M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-350- 1.43% |
$36.4K - $45.4K
|
24.1K
$3.18M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.69KNew |
$176K - $219K
|
1.69K
$223K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-178- 0.32% |
$18.5K - $23.1K
|
55.5K
$7.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
650+ 1.85% |
$67.6K - $84.3K
|
35.8K
$4.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
65+ 1.81% |
$6.76K - $8.43K
|
3.66K
$484K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-23- 0.6% |
$2.39K - $2.98K
|
3.81K
$504K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-45- 1.79% |
$4.68K - $5.84K
|
2.47K
$327K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
236+ 5.82% |
$24.5K - $30.6K
|
4.29K
$568K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-57- 0.88% |
$5.93K - $7.4K
|
6.41K
$847K
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-2.04K- 11.84% |
$212K - $264K
|
15.2K
$2M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.12% |
$104 - $130
|
823
$109K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-311- 21.87% |
$32.3K - $40.3K
|
1.11K
$147K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
23+ 0.08% |
$2.39K - $2.98K
|
30.5K
$4.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-302- 1.52% |
$31.4K - $39.2K
|
19.6K
$2.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.7KNew |
$177K - $220K
|
1.7K
$225K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-147- 4.12% |
$15.3K - $19.1K
|
3.42K
$452K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.86K- 4.84% |
$193K - $241K
|
36.5K
$4.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-7- 50.0% |
$728 - $908
|
7
$926
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
962+ 27.99% |
$100K - $125K
|
4.4K
$582K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
66+ 0.73% |
$6.86K - $8.56K
|
9.08K
$1.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.82K- 2.43% |
$189K - $236K
|
73.2K
$9.68M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
173K+ 21235.95% |
$18M - $22.5M
|
174K
$23M
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
7.62KNew |
$793K - $989K
|
7.62K
$1.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
9.8K+ 3.85% |
$1.02M - $1.27M
|
264K
$35M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
625+ 16.86% |
$65K - $81.1K
|
4.33K
$573K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
9+ 0.21% |
$936 - $1.17K
|
4.36K
$577K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
497+ 5.37% |
$51.7K - $64.5K
|
9.75K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
331+ 4.42% |
$34.4K - $42.9K
|
7.82K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.7K- 5.36% |
$489K - $610K
|
83.1K
$11M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 1.9% |
$2.6K - $3.24K
|
1.34K
$177K
|