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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
481+ 2.04% |
$65.7K - $74.7K
|
24K
$3.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-28- 1.8% |
$3.82K - $4.35K
|
1.52K
$232K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-10.8K- 37.55% |
$1.47M - $1.67M
|
17.9K
$2.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.69K+ 8.02% |
$231K - $262K
|
22.8K
$3.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
8+ 0.16% |
$1.09K - $1.24K
|
4.88K
$743K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
18+ 1.1% |
$2.46K - $2.79K
|
1.65K
$251K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
10+ 0.46% |
$1.36K - $1.55K
|
2.18K
$332K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-19.8K- 8.89% |
$2.7M - $3.07M
|
203K
$30.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-38- 1.14% |
$5.19K - $5.9K
|
3.3K
$502K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-839- 12.05% |
$115K - $130K
|
6.12K
$932K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.62KNew |
$221K - $251K
|
1.62K
$246K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.93K+ 37.01% |
$263K - $299K
|
7.14K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
13.4K+ 6.15% |
$1.83M - $2.09M
|
232K
$35.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
327+ 3.9% |
$44.6K - $50.8K
|
8.71K
$1.33M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-63- 0.47% |
$8.6K - $9.78K
|
13.2K
$2.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
66K+ 11.0% |
$9.01M - $10.3M
|
666K
$101M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.35K+ 3.31% |
$594K - $675K
|
136K
$20.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7New |
$955 - $1.09K
|
7
$1.07K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-999- 19.25% |
$136K - $155K
|
4.19K
$638K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
12.1K+ 581.0% |
$1.65M - $1.87M
|
14.2K
$2.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.68K+ 92.87% |
$638K - $726K
|
9.71K
$1.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-620- 14.3% |
$84.6K - $96.2K
|
3.72K
$566K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.25K+ 138.0% |
$444K - $504K
|
5.61K
$853K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6+ 0.12% |
$819 - $931
|
4.99K
$760K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-6- 0.39% |
$819 - $931
|
1.55K
$235K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10+ 6.85% |
$1.36K - $1.55K
|
156
$23.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-10.7K- 4.43% |
$1.46M - $1.66M
|
230K
$35.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
65+ 44.22% |
$8.87K - $10.1K
|
212
$32.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
33KNew |
$4.5M - $5.12M
|
33K
$5.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
11.9K+ 8.52% |
$1.63M - $1.85M
|
152K
$23.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
127+ 7.12% |
$17.3K - $19.7K
|
1.91K
$291K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-142- 8.83% |
$19.4K - $22K
|
1.47K
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
3.8K+ 5.77% |
$518K - $589K
|
69.6K
$10.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-9- 4.89% |
$1.23K - $1.4K
|
175
$26.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
107+ 6.08% |
$14.6K - $16.6K
|
1.87K
$284K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-12- 1.63% |
$1.64K - $1.86K
|
724
$110K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
16.3KNew |
$2.22M - $2.53M
|
16.3K
$2.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-256- 0.71% |
$34.9K - $39.7K
|
35.9K
$5.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.1KNew |
$287K - $327K
|
2.1K
$320K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.06% |
$136 - $155
|
1.72K
$261K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.4KNew |
$191K - $217K
|
1.4K
$213K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-280- 1.0% |
$38.2K - $43.5K
|
27.6K
$4.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-201- 23.37% |
$27.4K - $31.2K
|
659
$100K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.08K+ 202.23% |
$556K - $633K
|
6.09K
$928K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
8+ 0.06% |
$1.09K - $1.24K
|
13.7K
$2.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 2.19% |
$1.09K - $1.24K
|
373
$56.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4+ 3.05% |
$546 - $621
|
135
$20.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
436+ 18.12% |
$59.5K - $67.7K
|
2.84K
$433K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-24- 9.41% |
$3.28K - $3.73K
|
231
$35.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
521+ 24.92% |
$71.1K - $80.9K
|
2.61K
$398K
|