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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-340Closed |
$20.3K - $25.3K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-1.45MClosed |
$86.7M - $108M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-57.6KClosed |
$3.44M - $4.29M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-826Closed |
$49.4K - $61.6K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.23KClosed |
$73.3K - $91.4K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-3.18KClosed |
$190K - $237K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.08KClosed |
$64.6K - $80.6K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-6.89KClosed |
$412K - $514K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-150Closed |
$8.97K - $11.2K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-4Closed |
$239 - $298
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-27Closed |
$1.61K - $2.01K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
733New |
$43.8K - $54.6K
|
733
$100K
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-200Closed |
$12K - $14.9K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-300- 69.28% |
$17.9K - $22.4K
|
133
$18.2K
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-44Closed |
$2.63K - $3.28K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-25Closed |
$1.49K - $1.86K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-300Closed |
$17.9K - $22.4K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-4Closed |
$239 - $298
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-229Closed |
$13.7K - $17.1K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-20Closed |
$1.2K - $1.49K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-8Closed |
$478 - $596
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10.2KClosed |
$609K - $759K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
338New |
$20.2K - $25.2K
|
338
$46.1K
|
|
|
Apr 15, 2021
Q1 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-8.78KClosed |
$525K - $654K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
60+ 56.6% |
$3.14K - $4.07K
|
166
$22.7K
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-200Closed |
$10.5K - $13.6K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-350Closed |
$18.3K - $23.7K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Barings LLC
|
SELL
|
- |
-4.97KClosed |
$260K - $337K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
SELL
|
- |
-400KClosed |
$20.9M - $27.1M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.97KClosed |
$207K - $269K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-7.53KClosed |
$393K - $511K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
3.5KNew |
$183K - $237K
|
3.5K
$478K
|
|
|
Feb 12, 2021
Q4 2020
|
American Financial Group Inc
|
SELL
|
- |
-118KClosed |
$6.19M - $8.03M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-10KClosed |
$523K - $678K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-5.8KClosed |
$303K - $394K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Long Pond Capital, LP
New York, NY |
SELL
|
- |
-1.4MClosed |
$72.9M - $94.6M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
SELL
|
PUT |
-58.7K- 53.66% |
$3.07M - $3.98M
|
50.7K
$6.92M
|
|
|
Feb 10, 2021
Q4 2020
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-5.7KClosed |
$298K - $387K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4.31KClosed |
$225K - $292K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-24Closed |
$1.25K - $1.63K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-587Closed |
$30.7K - $39.8K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-47Closed |
$2.46K - $3.19K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Parsons Capital Management Inc
|
SELL
|
- |
-15.1KClosed |
$789K - $1.02M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-5.59KClosed |
$292K - $379K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Forward Management, LLC
|
SELL
|
- |
-125KClosed |
$6.53M - $8.48M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-500Closed |
$26.1K - $33.9K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
657New |
$34.3K - $44.6K
|
657
$89.7K
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-400Closed |
$20.9K - $27.1K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1KClosed |
$52.3K - $67.8K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.35KClosed |
$228K - $295K
|
0
$0
|
|