Welltower Inc. WELL
We take great care to ensure that the data presented and summarized in this overview for WELLTOWER INC. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding WELL
View all-
Vanguard Group Inc Valley Forge, PA92.4MShares$14.9 Billion0.26% of portfolio
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Black Rock Inc. New York, NY59MShares$9.5 Billion0.14% of portfolio
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Capital International Investors Los Angeles, CA42.6MShares$6.86 Billion1.34% of portfolio
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State Street Corp Boston, MA37.9MShares$6.1 Billion0.25% of portfolio
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Cohen & Steers, Inc. New York, NY35.8MShares$5.77 Billion10.14% of portfolio
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Wellington Management Group LLP Boston, MA21.3MShares$3.43 Billion0.65% of portfolio
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Bank Of America Corp Charlotte, NC20.4MShares$3.28 Billion0.26% of portfolio
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Geode Capital Management, LLC Boston, MA14.3MShares$2.3 Billion0.18% of portfolio
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Principal Financial Group Inc Des Moines, IA11.5MShares$1.85 Billion1.05% of portfolio
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Morgan Stanley New York, NY9.18MShares$1.48 Billion0.1% of portfolio
Latest Institutional Activity in WELL
Top Purchases
Top Sells
About WELL
Welltower Inc. (NYSE:WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience. Welltower?, a real estate investment trust ("REIT"), owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing and post-acute communities and outpatient medical properties.
Insider Transactions at WELL
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jun 30
2025
|
Andrew Gundlach |
BUY
Open market or private purchase
|
Indirect |
20,000
+41.67%
|
$3,020,000
$151.46 P/Share
|
|
Jun 17
2025
|
Shankh Mitra CEO |
SELL
Bona fide gift
|
Direct |
495
-0.64%
|
-
|
|
May 30
2025
|
Shankh Mitra CEO |
BUY
Grant, award, or other acquisition
|
Direct |
112
+0.14%
|
$12,656
$113.93 P/Share
|
|
May 22
2025
|
Dennis G Lopez |
BUY
Grant, award, or other acquisition
|
Direct |
108
+0.65%
|
$15,768
$146.9 P/Share
|
|
Mar 06
2025
|
Dennis G Lopez |
BUY
Grant, award, or other acquisition
|
Direct |
91
+0.55%
|
$13,468
$148.97 P/Share
|
|
Feb 28
2025
|
Johnese Spisso |
BUY
Grant, award, or other acquisition
|
Direct |
1,434
+8.73%
|
-
|
|
Feb 28
2025
|
Sergio Rivera |
BUY
Grant, award, or other acquisition
|
Direct |
1,434
+5.31%
|
-
|
|
Feb 28
2025
|
Dennis G Lopez |
BUY
Grant, award, or other acquisition
|
Direct |
2,427
+12.97%
|
-
|
|
Feb 28
2025
|
Karen B De Salvo |
BUY
Grant, award, or other acquisition
|
Direct |
1,434
+0.89%
|
-
|
|
Feb 18
2025
|
Joshua Fieweger SVP, Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
3,809
-15.22%
|
$567,541
$149.71 P/Share
|
|
Feb 18
2025
|
Joshua Fieweger SVP, Chief Accounting Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
9,248
+26.98%
|
$1,377,952
$149.71 P/Share
|
|
Jan 15
2025
|
Joshua Fieweger SVP, Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
204
-1.28%
|
$25,704
$126.59 P/Share
|
|
Dec 09
2024
|
Kenneth J Bacon |
SELL
Bona fide gift
|
Direct |
700
-5.65%
|
-
|
|
Dec 09
2024
|
Kenneth J Bacon |
SELL
Open market or private sale
|
Direct |
2,200
-15.09%
|
$286,000
$130.19 P/Share
|
|
Nov 29
2024
|
Joshua Fieweger SVP, Chief Accounting Officer |
BUY
Grant, award, or other acquisition
|
Direct |
85
+0.53%
|
$8,840
$104.06 P/Share
|
|
Nov 29
2024
|
Nikhil Chaudhri Co-President and CIO |
BUY
Grant, award, or other acquisition
|
Direct |
65
+19.52%
|
$6,760
$104.06 P/Share
|
|
Nov 29
2024
|
John F. Burkart Vice Chairman and COO |
BUY
Grant, award, or other acquisition
|
Direct |
119
+7.52%
|
$12,376
$104.06 P/Share
|
|
Nov 29
2024
|
Matthew Grant Mcqueen Chief Legal Officer |
BUY
Grant, award, or other acquisition
|
Direct |
72
+0.26%
|
$7,488
$104.06 P/Share
|
|
Nov 29
2024
|
Timothy Mc Hugh Co-President and CFO |
BUY
Grant, award, or other acquisition
|
Direct |
78
+0.33%
|
$8,112
$104.06 P/Share
|
|
Nov 29
2024
|
Shankh Mitra CEO |
BUY
Grant, award, or other acquisition
|
Direct |
105
+0.14%
|
$10,920
$104.06 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 8.01K shares |
|---|---|
| Exercise of conversion of derivative security | 9.25K shares |
| Open market or private purchase | 20K shares |
| Bona fide gift | 1.2K shares |
|---|---|
| Open market or private sale | 2.2K shares |
| Payment of exercise price or tax liability | 4.01K shares |