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 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3New |
$372 - $471
|
3
$460
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-466- 1.83% |
$57.8K - $73.1K
|
25K
$3.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
112+ 5.88% |
$13.9K - $17.6K
|
2.02K
$309K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
117+ 5.23% |
$14.5K - $18.4K
|
2.36K
$361K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12+ 3.8% |
$1.49K - $1.88K
|
328
$50.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
CALL |
-15K- 27.27% |
$1.86M - $2.35M
|
40K
$6.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-16- 0.37% |
$1.98K - $2.51K
|
4.34K
$664K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
628+ 42.93% |
$77.9K - $98.5K
|
2.09K
$320K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-80- 2.34% |
$9.92K - $12.5K
|
3.34K
$511K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
2.5KNew |
$310K - $392K
|
2.5K
$383K
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
11.7K+ 9.1% |
$1.45M - $1.83M
|
140K
$21.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
860New |
$107K - $135K
|
860
$132K
|
|
|
Apr 09, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
34KNew |
$4.21M - $5.33M
|
34K
$5.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.17K+ 73.31% |
$145K - $184K
|
2.77K
$424K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.53% |
$124 - $157
|
189
$29K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
729+ 2.97% |
$90.4K - $114K
|
25.3K
$3.87M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.11K- 31.64% |
$137K - $174K
|
2.39K
$366K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-536- 22.98% |
$66.5K - $84.1K
|
1.8K
$275K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-187- 9.92% |
$23.2K - $29.3K
|
1.7K
$260K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-144- 4.95% |
$17.9K - $22.6K
|
2.77K
$424K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
53+ 3.89% |
$6.57K - $8.31K
|
1.42K
$217K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-169- 2.76% |
$21K - $26.5K
|
5.96K
$913K
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
187+ 1.18% |
$23.2K - $29.3K
|
16.1K
$2.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.05K+ 176.05% |
$1.12M - $1.42M
|
14.2K
$2.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
53.3K+ 4.27% |
$6.62M - $8.36M
|
1.3M
$199M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.19K+ 118.51% |
$395K - $500K
|
5.88K
$901K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-29- 0.59% |
$3.6K - $4.55K
|
4.86K
$744K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
137+ 20.24% |
$17K - $21.5K
|
814
$125K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.73M+ 17343.32% |
$214M - $271M
|
1.74M
$266M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
10New |
$1.24K - $1.57K
|
10
$1.53K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.18K+ 45.98% |
$395K - $499K
|
10.1K
$1.55M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
859+ 18.75% |
$107K - $135K
|
5.44K
$834K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
1.55KNew |
$192K - $243K
|
1.55K
$238K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.77K+ 40.06% |
$344K - $435K
|
9.69K
$1.48M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
250+ 25.13% |
$31K - $39.2K
|
1.25K
$191K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
81+ 27.0% |
$10K - $12.7K
|
381
$58.4K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-37- 1.51% |
$4.59K - $5.8K
|
2.42K
$370K
|
|
|
Apr 02, 2025
Q1 2025
|
Franchise Capital LTD
Grand Cayman, E9 |
BUY
|
- |
209New |
$25.9K - $32.8K
|
209
$32K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
297+ 14.08% |
$36.8K - $46.6K
|
2.41K
$369K
|
|
| Q4 2024 | |||||||
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
2.03KNew |
$250K - $283K
|
2.03K
$311K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
31+ 26.96% |
$3.82K - $4.32K
|
146
$22.4K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
10K+ 27.62% |
$1.23M - $1.4M
|
46.3K
$7.09M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
79New |
$9.73K - $11K
|
79
$12.1K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.37K+ 1.14% |
$168K - $190K
|
121K
$18.6M
|
|
|
Mar 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
205KNew |
$25.2M - $28.5M
|
205K
$31.4M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
16.3K+ 2074.49% |
$2.01M - $2.28M
|
17.1K
$2.63M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
432New |
$53.2K - $60.2K
|
432
$66.2K
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
16.8KNew |
$2.07M - $2.34M
|
16.8K
$2.58M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
279+ 7.14% |
$34.3K - $38.9K
|
4.19K
$641K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2.86K+ 144.38% |
$352K - $399K
|
4.85K
$742K
|
|