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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-64Closed |
$3.34K - $4.34K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-529Closed |
$27.6K - $35.9K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Loveless Wealth Management LLC
|
SELL
|
- |
-4.05KClosed |
$212K - $275K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-145KClosed |
$7.56M - $9.81M
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Dividend Assets Capital, LLC
|
BUY
|
- |
3KNew |
$157K - $204K
|
3K
$409K
|
|
|
Jan 15, 2021
Q4 2020
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.2KNew |
$62.7K - $81.4K
|
1.2K
$164K
|
|
|
Jan 13, 2021
Q4 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250- 55.56% |
$13.1K - $17K
|
200
$27.3K
|
|
|
Jan 13, 2021
Q4 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-95- 17.43% |
$4.96K - $6.44K
|
450
$61.4K
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
4.11K+ 45.16% |
$215K - $279K
|
13.2K
$1.8M
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-24Closed |
$1.18K - $1.47K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Zimmer Partners, LP
New York, NY |
SELL
|
CALL |
-375K- 75.0% |
$18.5M - $22.9M
|
125K
$17.1M
|
|
|
Nov 16, 2020
Q3 2020
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-6.87KClosed |
$338K - $420K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
112New |
$5.51K - $6.85K
|
112
$15.3K
|
|
|
Nov 13, 2020
Q3 2020
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-6.63KClosed |
$326K - $405K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.25KClosed |
$307K - $382K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-400Closed |
$19.7K - $24.4K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-805Closed |
$39.6K - $49.2K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-451Closed |
$22.2K - $27.6K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
3K+ 12.24% |
$148K - $183K
|
27.5K
$3.75M
|
|
|
Nov 04, 2020
Q3 2020
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-105KClosed |
$5.17M - $6.42M
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Community Bank, N.A.
|
SELL
|
- |
-120- 37.5% |
$5.9K - $7.33K
|
200
$27.3K
|
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-844Closed |
$41.5K - $51.6K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-124Closed |
$6.1K - $7.58K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-43Closed |
$2.12K - $2.63K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-284Closed |
$14K - $17.4K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-504Closed |
$24.8K - $30.8K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Foundry Partners, LLC
|
SELL
|
- |
-6.18KClosed |
$304K - $378K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.3KClosed |
$64K - $79.5K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-3Closed |
$148 - $183
|
0
$0
|
|
|
Oct 05, 2020
Q3 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-6.99KClosed |
$344K - $427K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 11, 2024
Q2 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-14.2KClosed |
$529K - $876K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.64K- 33.63% |
$98.5K - $163K
|
5.22K
$712K
|
|
|
Sep 11, 2020
Q2 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.83KClosed |
$106K - $175K
|
0
$0
|
|
|
Aug 18, 2020
Q2 2020
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-13.5KClosed |
$504K - $834K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-600Closed |
$22.4K - $37K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.27KClosed |
$47.3K - $78.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-69.5KClosed |
$2.59M - $4.28M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-416Closed |
$15.5K - $25.6K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-3.6KClosed |
$134K - $222K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
CALL |
550KNew |
$20.5M - $33.9M
|
550K
$75.1M
|
|
|
Aug 14, 2020
Q2 2020
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-70.4KClosed |
$2.62M - $4.34M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-88KClosed |
$3.28M - $5.43M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-7.9KClosed |
$294K - $487K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-13.6KClosed |
$505K - $836K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.44KClosed |
$165K - $274K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bell Bank
|
SELL
|
- |
-25.1KClosed |
$934K - $1.55M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.89KClosed |
$257K - $425K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Bleichroeder LP
New York, NY |
SELL
|
- |
-6.7KClosed |
$250K - $413K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-21.2K- 74.65% |
$790K - $1.31M
|
7.2K
$983K
|
|
|
Aug 12, 2020
Q2 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-50Closed |
$1.86K - $3.08K
|
0
$0
|
|