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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2020
Q1 2020
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-3.56KClosed |
$118K - $320K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Shufro Rose & CO LLC
|
SELL
|
- |
-4.44KClosed |
$147K - $399K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Btr Capital Management Inc
|
SELL
|
- |
-2.73KClosed |
$90.7K - $245K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Csenge Advisory Group
|
SELL
|
- |
-7.34KClosed |
$244K - $660K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-3.62KClosed |
$120K - $325K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.98KClosed |
$98.9K - $267K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.82KClosed |
$60.6K - $164K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.27KClosed |
$142K - $384K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Ballast, Inc.
|
SELL
|
- |
-2.89KClosed |
$95.8K - $259K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Welch & Forbes LLC
|
SELL
|
- |
-2.64KClosed |
$87.7K - $237K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Campbell Wealth Management
|
SELL
|
- |
-4.07KClosed |
$135K - $365K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Sciencast Management LP
|
SELL
|
- |
-11KClosed |
$365K - $988K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
375New |
$12.5K - $33.7K
|
375
$49.6K
|
|
|
Apr 16, 2020
Q1 2020
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3.86KClosed |
$128K - $346K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.28KClosed |
$109K - $294K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.68KClosed |
$122K - $331K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Robeco Schweiz Ag
|
SELL
|
- |
-8.9KClosed |
$296K - $800K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-4KClosed |
$133K - $359K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-4.1KClosed |
$136K - $368K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 24, 2020
Q4 2019
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.28KClosed |
$176K - $210K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Css LLC
Chicago, IL |
SELL
|
- |
-299Closed |
$23.1K - $27.6K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Css LLC
Chicago, IL |
SELL
|
PUT |
-20KClosed |
$1.55M - $1.84M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
62.5KNew |
$4.84M - $5.77M
|
62.5K
$8.27M
|
|
|
Feb 14, 2020
Q4 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-68.1KClosed |
$5.27M - $6.28M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-10.1KClosed |
$781K - $930K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.39KClosed |
$185K - $220K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.24KClosed |
$173K - $206K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-25Closed |
$1.94K - $2.31K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.33KClosed |
$335K - $399K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.78KClosed |
$215K - $257K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-13.4KClosed |
$1.04M - $1.24M
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.27KClosed |
$176K - $210K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-14.2KClosed |
$1.1M - $1.31M
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
8.29K+ 8.68% |
$642K - $765K
|
104K
$13.7M
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
476New |
$36.8K - $43.9K
|
476
$62.9K
|
|
|
Feb 07, 2020
Q4 2019
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-20.3KClosed |
$1.57M - $1.87M
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Clear Investment Research, LLC
|
SELL
|
- |
-4Closed |
$310 - $369
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
First Merchants Corp
|
SELL
|
- |
-5.45KClosed |
$422K - $502K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.9KClosed |
$147K - $175K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-50.1KClosed |
$3.88M - $4.62M
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-65Closed |
$5.03K - $5.99K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.58KClosed |
$123K - $146K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-50Closed |
$3.87K - $4.61K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.41KClosed |
$187K - $222K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Telemus Capital, LLC
|
SELL
|
- |
-2.57KClosed |
$199K - $237K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-95Closed |
$7.35K - $8.76K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3.84KClosed |
$297K - $354K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Courier Capital LLC
|
SELL
|
- |
-2.66KClosed |
$206K - $245K
|
0
$0
|
|
|
Jan 09, 2020
Q4 2019
|
Sanders Morris Harris LLC
|
SELL
|
- |
-2.35KClosed |
$182K - $217K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-2.63KClosed |
$215K - $243K
|
0
$0
|
|