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 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-181- 1.11% |
$22.5K - $28.4K
|
16.1K
$2.45M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-34- 0.81% |
$4.22K - $5.33K
|
4.17K
$636K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-126- 3.06% |
$15.6K - $19.8K
|
3.99K
$609K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-9- 0.38% |
$1.12K - $1.41K
|
2.35K
$359K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-195- 48.75% |
$24.2K - $30.6K
|
205
$31.3K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
72+ 1440.0% |
$8.93K - $11.3K
|
77
$11.7K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.4K+ 20.3% |
$1.17M - $1.47M
|
55.7K
$8.5M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
551+ 14.18% |
$68.4K - $86.4K
|
4.44K
$677K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
849+ 133.49% |
$105K - $133K
|
1.49K
$227K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
151+ 60.89% |
$18.7K - $23.7K
|
399
$60.9K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
6.79K+ 1.96% |
$843K - $1.07M
|
354K
$54M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2+ 4.55% |
$248 - $314
|
46
$7.02K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.49KNew |
$184K - $233K
|
1.49K
$227K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.39KNew |
$172K - $218K
|
1.39K
$212K
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
25.1K+ 209.23% |
$3.11M - $3.94M
|
37.1K
$5.66M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
108+ 3.15% |
$13.4K - $16.9K
|
3.54K
$539K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.16% |
$496 - $627
|
2.48K
$379K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
20+ 0.94% |
$2.48K - $3.14K
|
2.15K
$327K
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
103KNew |
$12.8M - $16.2M
|
103K
$15.7M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-98- 1.71% |
$12.2K - $15.4K
|
5.62K
$858K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
513+ 8.25% |
$63.6K - $80.5K
|
6.73K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
133+ 2.38% |
$16.5K - $20.9K
|
5.71K
$872K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.52K+ 3042.0% |
$189K - $239K
|
1.57K
$240K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7New |
$868 - $1.1K
|
7
$1.07K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
7+ 0.04% |
$868 - $1.1K
|
19.1K
$2.91M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3.59K- 67.05% |
$445K - $563K
|
1.77K
$269K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 0.26% |
$124 - $157
|
379
$57.8K
|
|
|
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
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 0.46% |
$868 - $1.1K
|
1.53K
$233K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
10+ 0.6% |
$1.24K - $1.57K
|
1.67K
$254K
|