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 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-412- 2.47% |
$50.7K - $57.4K
|
16.3K
$2.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
4.4K+ 2.89% |
$542K - $613K
|
157K
$20.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.16% |
$369 - $418
|
1.89K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.59KNew |
$688K - $779K
|
5.59K
$733K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
635KNew |
$78.2M - $88.5M
|
635K
$83.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
127+ 1.88% |
$15.6K - $17.7K
|
6.88K
$902K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
280+ 15.23% |
$34.5K - $39K
|
2.12K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-183- 1.26% |
$22.5K - $25.5K
|
14.3K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-50- 3.03% |
$6.16K - $6.97K
|
1.6K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-150- 6.0% |
$18.5K - $20.9K
|
2.35K
$308K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
112K+ 185.11% |
$13.8M - $15.7M
|
173K
$22.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
843+ 9.88% |
$104K - $117K
|
9.37K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
4.17KNew |
$514K - $581K
|
4.17K
$547K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.66KNew |
$205K - $232K
|
1.66K
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5New |
$616 - $697
|
5
$656
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-263- 2.55% |
$32.4K - $36.6K
|
10.1K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
175K+ 78.72% |
$21.5M - $24.3M
|
397K
$52M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.84K+ 32.42% |
$227K - $257K
|
7.53K
$988K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-350- 13.46% |
$43.1K - $48.8K
|
2.25K
$295K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.06KNew |
$500K - $566K
|
4.06K
$532K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-11.7K- 15.91% |
$1.44M - $1.63M
|
61.8K
$8.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-498- 4.25% |
$61.3K - $69.4K
|
11.2K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$1.11K - $1.25K
|
5.07K
$664K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
201+ 6.93% |
$24.7K - $28K
|
3.1K
$407K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4+ 0.06% |
$492 - $557
|
6.6K
$866K
|
|
|
Jan 22, 2025
Q4 2024
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
299+ 0.17% |
$36.8K - $41.7K
|
181K
$23.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-818- 31.08% |
$101K - $114K
|
1.81K
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-50- 0.52% |
$6.16K - $6.97K
|
9.52K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
460+ 18.91% |
$56.6K - $64.1K
|
2.89K
$379K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-40- 1.12% |
$4.92K - $5.57K
|
3.54K
$464K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 48.56% |
$143K - $162K
|
3.55K
$465K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
52+ 14.81% |
$6.4K - $7.24K
|
403
$52.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
51.4KNew |
$6.33M - $7.16M
|
51.4K
$6.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-13.5K- 3.52% |
$1.67M - $1.89M
|
371K
$48.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.89KNew |
$232K - $263K
|
1.89K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
64+ 33.51% |
$7.88K - $8.92K
|
255
$33.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
541New |
$66.6K - $75.4K
|
541
$71K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-163- 3.36% |
$20.1K - $22.7K
|
4.69K
$615K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
46+ 1.6% |
$5.66K - $6.41K
|
2.93K
$384K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
692+ 18.82% |
$85.2K - $96.4K
|
4.37K
$573K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.26% |
$123 - $139
|
380
$49.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
9+ 0.4% |
$1.11K - $1.25K
|
2.27K
$298K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-319- 4.67% |
$39.3K - $44.4K
|
6.51K
$854K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
386+ 0.66% |
$47.5K - $53.8K
|
58.5K
$7.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-170- 3.33% |
$20.9K - $23.7K
|
4.94K
$647K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-445- 16.04% |
$54.8K - $62K
|
2.33K
$305K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
820+ 3.51% |
$101K - $114K
|
24.2K
$3.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-69- 3.44% |
$8.49K - $9.61K
|
1.94K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-158- 0.94% |
$19.5K - $22K
|
16.6K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
225+ 11.42% |
$27.7K - $31.3K
|
2.2K
$288K
|