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 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-552- 2.16% |
$57.4K - $71.6K
|
25K
$3.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
42New |
$4.37K - $5.45K
|
42
$5.73K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.82K- 3.55% |
$189K - $236K
|
49.5K
$6.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-213- 1.72% |
$22.2K - $27.6K
|
12.2K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.26K+ 53.68% |
$131K - $164K
|
3.61K
$493K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-255- 1.63% |
$26.5K - $33.1K
|
15.4K
$2.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 0.22% |
$312 - $389
|
1.38K
$188K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-17- 0.24% |
$1.77K - $2.21K
|
6.97K
$952K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8New |
$832 - $1.04K
|
8
$1.09K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.68KNew |
$175K - $218K
|
1.68K
$229K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
19New |
$1.98K - $2.47K
|
19
$2.59K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.6% |
$104 - $130
|
169
$23.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
350+ 41.18% |
$36.4K - $45.4K
|
1.2K
$164K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-12- 8.76% |
$1.25K - $1.56K
|
125
$17.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.29K+ 18.63% |
$342K - $426K
|
20.9K
$2.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.34K+ 2.23% |
$140K - $174K
|
61.6K
$8.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.75KNew |
$181K - $226K
|
1.75K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-34.3K- 8.23% |
$3.57M - $4.45M
|
382K
$52.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
96+ 14.14% |
$9.98K - $12.5K
|
775
$106K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4- 0.76% |
$416 - $519
|
524
$71.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-325- 39.16% |
$33.8K - $42.2K
|
505
$68.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.57K- 7.15% |
$371K - $463K
|
46.4K
$6.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
82+ 0.86% |
$8.53K - $10.6K
|
9.62K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-31- 20.95% |
$3.22K - $4.02K
|
117
$16K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
2.74KNew |
$285K - $355K
|
2.74K
$374K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-2- 6.25% |
$208 - $259
|
30
$4.09K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-47- 0.99% |
$4.89K - $6.1K
|
4.71K
$642K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.38K+ 17.36% |
$144K - $179K
|
9.34K
$1.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
21+ 0.19% |
$2.18K - $2.72K
|
10.9K
$1.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
32New |
$3.33K - $4.15K
|
32
$4.37K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
1.7KNew |
$177K - $221K
|
1.7K
$232K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.69KNew |
$176K - $219K
|
1.69K
$231K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-23- 0.6% |
$2.39K - $2.98K
|
3.81K
$520K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
236+ 5.82% |
$24.5K - $30.6K
|
4.29K
$586K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-57- 0.88% |
$5.93K - $7.4K
|
6.41K
$875K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
23+ 0.08% |
$2.39K - $2.98K
|
30.5K
$4.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.7KNew |
$177K - $220K
|
1.7K
$232K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-147- 4.12% |
$15.3K - $19.1K
|
3.42K
$466K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-7- 50.0% |
$728 - $908
|
7
$955
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
962+ 27.99% |
$100K - $125K
|
4.4K
$600K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
173K+ 21235.95% |
$18M - $22.5M
|
174K
$23.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
9.8K+ 3.85% |
$1.02M - $1.27M
|
264K
$36.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
625+ 16.86% |
$65K - $81.1K
|
4.33K
$591K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
9+ 0.21% |
$936 - $1.17K
|
4.36K
$595K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
497+ 5.37% |
$51.7K - $64.5K
|
9.75K
$1.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
331+ 4.42% |
$34.4K - $42.9K
|
7.82K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.7K- 5.36% |
$489K - $610K
|
83.1K
$11.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 1.9% |
$2.6K - $3.24K
|
1.34K
$183K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-898- 0.93% |
$93.4K - $117K
|
95.8K
$13.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42K+ 9.63% |
$4.37M - $5.45M
|
478K
$65.3M
|