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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12New |
$929 - $1.17K
|
12
$1.71K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-342Closed |
$26.5K - $33.5K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Hnp Capital LLC
|
SELL
|
- |
-2.4KClosed |
$186K - $235K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-6.9KClosed |
$534K - $675K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
45New |
$3.49K - $4.4K
|
45
$6.42K
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-2.18KClosed |
$169K - $213K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Somerville Kurt F
|
SELL
|
- |
-600- 17.14% |
$46.5K - $58.7K
|
2.9K
$414K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-521Closed |
$40.4K - $51K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Sabal Trust CO
|
BUY
|
- |
3.23KNew |
$250K - $316K
|
3.23K
$460K
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.3KClosed |
$178K - $225K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 4.07% |
$387 - $489
|
128
$18.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
124New |
$9.6K - $12.1K
|
124
$17.7K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-27Closed |
$2.09K - $2.64K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-7.4KClosed |
$573K - $724K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
2.57KNew |
$199K - $251K
|
2.57K
$366K
|
|
|
Jul 08, 2022
Q2 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-210- 6.16% |
$16.3K - $20.5K
|
3.2K
$456K
|
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.78KClosed |
$215K - $271K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-10Closed |
$775 - $978
|
0
$0
|
|
| Q1 2022 | |||||||
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-67.2K- 69.49% |
$5.35M - $6.61M
|
29.5K
$4.21M
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-51Closed |
$4.06K - $5.01K
|
0
$0
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-177- 35.12% |
$14.1K - $17.4K
|
327
$46.6K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.1KClosed |
$87.6K - $108K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.42KClosed |
$192K - $237K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-6.3KClosed |
$502K - $619K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-5.5KClosed |
$438K - $541K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-52.6KClosed |
$4.19M - $5.17M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-355KClosed |
$28.3M - $34.9M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-11.5KClosed |
$918K - $1.13M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1KClosed |
$79.7K - $98.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-35- 25.93% |
$2.79K - $3.44K
|
100
$14.3K
|
|
|
May 13, 2022
Q1 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
60New |
$4.78K - $5.9K
|
60
$8.56K
|
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-2.98KClosed |
$237K - $293K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-816KClosed |
$65M - $80.2M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-14Closed |
$1.12K - $1.38K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-85- 36.17% |
$6.77K - $8.36K
|
150
$21.4K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.18KNew |
$254K - $313K
|
3.18K
$454K
|
|
|
May 10, 2022
Q1 2022
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
40.1K+ 233.15% |
$3.19M - $3.94M
|
57.3K
$8.17M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-55.8KClosed |
$4.45M - $5.49M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
1.21K+ 12.63% |
$96.7K - $119K
|
10.8K
$1.54M
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
SELL
|
- |
-4.31KClosed |
$343K - $424K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-78Closed |
$6.21K - $7.67K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
442New |
$35.2K - $43.5K
|
442
$63K
|
|
|
May 09, 2022
Q1 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
1.5KNew |
$120K - $147K
|
1.5K
$214K
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-520KClosed |
$41.4M - $51.1M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Weil Company, Inc.
|
SELL
|
- |
-3.08KClosed |
$245K - $303K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
37+ 3.1% |
$2.95K - $3.64K
|
1.23K
$176K
|
|
|
May 04, 2022
Q1 2022
|
William Allan, LLC
|
SELL
|
- |
-169Closed |
$13.5K - $16.6K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-23.5KClosed |
$1.88M - $2.31M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
500New |
$39.8K - $49.2K
|
500
$71.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
895New |
$71.3K - $88K
|
895
$128K
|
|