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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
4+ 2.2% |
$496 - $627
|
186
$28.4K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.35KNew |
$168K - $212K
|
1.35K
$206K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-319- 2.35% |
$39.6K - $50K
|
13.3K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.04KNew |
$253K - $320K
|
2.04K
$312K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3K+ 50.71% |
$373K - $471K
|
8.93K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.7K- 0.61% |
$583K - $737K
|
762K
$116M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-442- 0.58% |
$54.8K - $69.3K
|
76K
$11.6M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-74- 1.59% |
$9.18K - $11.6K
|
4.58K
$699K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
4.52K+ 2.54% |
$561K - $710K
|
183K
$27.9M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1K+ 3.14% |
$124K - $157K
|
32.8K
$5M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-204- 1.98% |
$25.3K - $32K
|
10.1K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-595- 2.11% |
$73.8K - $93.3K
|
27.6K
$4.2M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
7+ 8.86% |
$868 - $1.1K
|
86
$13.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
767+ 5.32% |
$95.1K - $120K
|
15.2K
$2.32M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
203New |
$25.2K - $31.8K
|
203
$31K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-259- 5.23% |
$32.1K - $40.6K
|
4.69K
$716K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8+ 1.99% |
$992 - $1.25K
|
411
$62.7K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.86K+ 88.68% |
$1.1M - $1.39M
|
18.8K
$2.88M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.22KNew |
$276K - $349K
|
2.22K
$339K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
560+ 1.77% |
$69.5K - $87.8K
|
32.3K
$4.92M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
3.82KNew |
$474K - $600K
|
3.82K
$584K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
7.63KNew |
$946K - $1.2M
|
7.63K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
1.11K+ 1.41% |
$138K - $174K
|
79.9K
$12.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
22+ 0.35% |
$2.73K - $3.45K
|
6.26K
$955K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.2K- 44.84% |
$769K - $972K
|
7.63K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-3.12K- 0.81% |
$386K - $489K
|
379K
$57.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-58K- 16.2% |
$7.19M - $9.09M
|
300K
$45.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
19.6KNew |
$2.43M - $3.07M
|
19.6K
$2.99M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.31KNew |
$162K - $205K
|
1.31K
$199K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-227- 7.12% |
$28.2K - $35.6K
|
2.96K
$452K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
58+ 1.6% |
$7.19K - $9.1K
|
3.68K
$561K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
185+ 3.89% |
$22.9K - $29K
|
4.94K
$753K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
828+ 8.79% |
$103K - $130K
|
10.2K
$1.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-299- 15.96% |
$37.1K - $46.9K
|
1.57K
$240K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-17.8K- 5.96% |
$2.2M - $2.78M
|
280K
$42.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.56KNew |
$814K - $1.03M
|
6.56K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
39+ 108.33% |
$4.84K - $6.12K
|
75
$11.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
609+ 12.57% |
$75.5K - $95.5K
|
5.46K
$832K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
100+ 0.36% |
$12.4K - $15.7K
|
27.6K
$4.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
269+ 13.05% |
$33.4K - $42.2K
|
2.33K
$356K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
995+ 19.59% |
$123K - $156K
|
6.07K
$927K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
995+ 35.47% |
$123K - $156K
|
3.8K
$580K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.17K+ 0.51% |
$145K - $184K
|
229K
$34.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.51KNew |
$187K - $237K
|
1.51K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
118+ 4.13% |
$14.6K - $18.5K
|
2.97K
$453K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
4.8K+ 2.99% |
$595K - $753K
|
165K
$25.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
280+ 0.66% |
$34.7K - $43.9K
|
42.7K
$6.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
4.78K+ 5.3% |
$592K - $749K
|
94.9K
$14.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
852+ 23.22% |
$106K - $134K
|
4.52K
$690K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.93K+ 1964.29% |
$239K - $302K
|
2.02K
$309K
|