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 15, 2019
Q1 2019
|
Maple Capital Management, Inc.
|
SELL
|
- |
-8.15KClosed |
$549K - $642K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-83.7KClosed |
$5.63M - $6.59M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-21.6KClosed |
$1.45M - $1.7M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Argi Investment Services, LLC
|
SELL
|
- |
-9.97KClosed |
$671K - $785K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-950Closed |
$63.9K - $74.8K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Macroview Investment Management LLC
|
SELL
|
- |
-55Closed |
$3.7K - $4.33K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-925Closed |
$62.2K - $72.8K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Martin Capital Partners, LLC
|
SELL
|
- |
-40.4KClosed |
$2.72M - $3.18M
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.66KClosed |
$112K - $131K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-20KClosed |
$1.35M - $1.57M
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3KClosed |
$202K - $236K
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Miller Howard Investments Inc
|
SELL
|
- |
-7.24KClosed |
$487K - $570K
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Legacy Advisors, LLC
|
BUY
|
- |
200New |
$13.5K - $15.7K
|
200
$26.4K
|
|
| Q4 2018 | |||||||
|
May 07, 2019
Q4 2018
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
184New |
$11.3K - $13.7K
|
184
$24.3K
|
|
|
Feb 26, 2019
Q4 2018
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-212Closed |
$13.1K - $15.8K
|
0
$0
|
|
|
Feb 19, 2019
Q4 2018
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1.17KClosed |
$72.2K - $87.6K
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-139KClosed |
$8.54M - $10.4M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-400Closed |
$24.6K - $29.9K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-3.74KClosed |
$230K - $280K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-147Closed |
$9.06K - $11K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.1KNew |
$191K - $231K
|
3.1K
$410K
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-175KClosed |
$10.8M - $13.1M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.26KClosed |
$262K - $318K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Parametrica Management LTD
|
SELL
|
- |
-3.46KClosed |
$213K - $259K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-122Closed |
$7.52K - $9.12K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7.88KClosed |
$485K - $589K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-359Closed |
$22.1K - $26.8K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-4.49KClosed |
$276K - $335K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.18KClosed |
$72.7K - $88.2K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-391Closed |
$24.1K - $29.2K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
490New |
$30.2K - $36.6K
|
490
$64.8K
|
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-133Closed |
$8.19K - $9.94K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Paragon Capital Management LTD
|
SELL
|
- |
-5.16KClosed |
$318K - $385K
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
New Capital Management LP
|
SELL
|
- |
-205Closed |
$12.6K - $15.3K
|
0
$0
|
|
|
Jan 16, 2019
Q4 2018
|
Beacon Financial Group
|
SELL
|
- |
-4.43KClosed |
$273K - $331K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-142Closed |
$8.75K - $10.6K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Kessler Investment Group, LLC
|
SELL
|
- |
-70Closed |
$4.31K - $5.23K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-488Closed |
$30.1K - $36.5K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-236Closed |
$14.6K - $15.9K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-300Closed |
$18.5K - $20.2K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-10.1KClosed |
$620K - $678K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-4.39KClosed |
$271K - $296K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-730Closed |
$45K - $49.2K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-48Closed |
$2.96K - $3.24K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1.7KClosed |
$105K - $115K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-706Closed |
$43.6K - $47.6K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-237Closed |
$14.6K - $16K
|
0
$0
|
|
|
Oct 31, 2018
Q3 2018
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-160Closed |
$9.87K - $10.8K
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-636Closed |
$39.2K - $42.9K
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Marshall & Sullivan Inc
|
SELL
|
- |
-109Closed |
$6.73K - $7.35K
|
0
$0
|
|