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 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
$71.3K
|
|
|
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
$1.43M
|
|
|
Oct 10, 2017
Q3 2017
|
First Command Financial Services, Inc.
|
BUY
|
- |
42New |
$2.94K - $3.17K
|
42
$5.99K
|
|
| Q2 2017 | |||||||
|
Aug 15, 2017
Q2 2017
|
M&R Capital Management Inc
|
BUY
|
- |
135New |
N/A
|
135
$19.2K
|
|
| Q2 2010 | |||||||
|
Aug 05, 2021
Q2 2010
|
Antonetti Capital Management LLC
|
BUY
|
- |
695New |
N/A
|
695
$99.1K
|
|