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 13, 2018
Q1 2018
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-4.61KClosed |
$240K - $296K
|
0
$0
|
|
|
Apr 11, 2018
Q1 2018
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-13.6KClosed |
$710K - $875K
|
0
$0
|
|
|
Apr 10, 2018
Q1 2018
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-395Closed |
$20.6K - $25.3K
|
0
$0
|
|
|
Apr 09, 2018
Q1 2018
|
Trust CO
|
SELL
|
- |
-229- 21.22% |
$11.9K - $14.7K
|
850
$111K
|
|
|
Apr 04, 2018
Q1 2018
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.05KClosed |
$54.6K - $67.3K
|
0
$0
|
|
|
Apr 04, 2018
Q1 2018
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-13Closed |
$676 - $834
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 22, 2018
Q4 2017
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-4.1KClosed |
$259K - $285K
|
0
$0
|
|
|
Feb 15, 2018
Q4 2017
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.99KClosed |
$189K - $208K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.39KClosed |
$404K - $444K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
10.7KNew |
$677K - $744K
|
10.7K
$1.4M
|
|
|
Feb 13, 2018
Q4 2017
|
Calamos Wealth Management LLC
|
SELL
|
- |
-34.2KClosed |
$2.17M - $2.38M
|
0
$0
|
|
|
Feb 07, 2018
Q4 2017
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.43KClosed |
$90.2K - $99.1K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-103KClosed |
$6.55M - $7.2M
|
0
$0
|
|
|
Jan 30, 2018
Q4 2017
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-24KClosed |
$1.52M - $1.67M
|
0
$0
|
|
|
Jan 29, 2018
Q4 2017
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.15KClosed |
$199K - $219K
|
0
$0
|
|
|
Jan 26, 2018
Q4 2017
|
Townsend & Associates, Inc
|
BUY
|
- |
19.9KNew |
$1.26M - $1.39M
|
19.9K
$2.62M
|
|
|
Jan 25, 2018
Q4 2017
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-3KClosed |
$190K - $209K
|
0
$0
|
|
|
Jan 16, 2018
Q4 2017
|
Access Financial Services, Inc.
|
SELL
|
- |
-12.9KClosed |
$819K - $900K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 15, 2017
Q3 2017
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$35K - $37.7K
|
500
$65.6K
|
|
|
Nov 13, 2017
Q3 2017
|
Stone X Group Inc.
|
SELL
|
- |
-8.75KClosed |
$612K - $659K
|
0
$0
|
|
|
Nov 09, 2017
Q3 2017
|
Burt Wealth Advisors
|
SELL
|
- |
-207Closed |
$14.5K - $15.6K
|
0
$0
|
|
|
Oct 27, 2017
Q3 2017
|
American Assets Investment Management, LLC
|
BUY
|
- |
10KNew |
$699K - $754K
|
10K
$1.31M
|
|
|
Oct 10, 2017
Q3 2017
|
First Command Financial Services, Inc.
|
BUY
|
- |
42New |
$2.94K - $3.17K
|
42
$5.51K
|
|
| Q2 2017 | |||||||
|
Aug 15, 2017
Q2 2017
|
M&R Capital Management Inc
|
BUY
|
- |
135New |
N/A
|
135
$17.7K
|
|
| Q2 2010 | |||||||
|
Aug 05, 2021
Q2 2010
|
Antonetti Capital Management LLC
|
BUY
|
- |
695New |
N/A
|
695
$91.1K
|
|