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 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
4.22K+ 7.01% |
$576K - $655K
|
64.4K
$9.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
28+ 0.16% |
$3.82K - $4.35K
|
17.1K
$2.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-364- 8.51% |
$49.7K - $56.5K
|
3.91K
$595K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
42+ 0.6% |
$5.73K - $6.52K
|
7.04K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-475- 0.81% |
$64.8K - $73.7K
|
58.2K
$8.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-356- 13.99% |
$48.6K - $55.3K
|
2.19K
$333K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-63- 7.74% |
$8.6K - $9.78K
|
751
$114K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
91+ 5.05% |
$12.4K - $14.1K
|
1.89K
$288K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
996+ 8.78% |
$136K - $155K
|
12.3K
$1.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-48- 25.13% |
$6.55K - $7.45K
|
143
$21.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
4.7KNew |
$641K - $729K
|
4.7K
$715K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
331+ 17.61% |
$45.2K - $51.4K
|
2.21K
$337K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-389- 1.81% |
$53.1K - $60.4K
|
21.1K
$3.21M
|
|
|
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 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
16+ 2.6% |
$2.18K - $2.48K
|
631
$96.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-131- 8.88% |
$17.9K - $20.3K
|
1.35K
$205K
|
|
|
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
|