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 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
53+ 1.23% |
$6.57K - $8.31K
|
4.37K
$648K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 16.67% |
$124 - $157
|
7
$1.04K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
148+ 704.76% |
$18.4K - $23.2K
|
169
$25.1K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-337K- 4.54% |
$41.9M - $52.9M
|
7.09M
$1.05B
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
4New |
$496 - $627
|
4
$593
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
6.77K+ 73.71% |
$840K - $1.06M
|
16K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
4.97MNew |
$617M - $780M
|
4.97M
$738M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.39K+ 5.01% |
$544K - $688K
|
92K
$13.6M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-14- 50.0% |
$1.74K - $2.2K
|
14
$2.08K
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-500- 13.8% |
$62K - $78.4K
|
3.12K
$463K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.59KNew |
$197K - $249K
|
1.59K
$236K
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
128K+ 9.11% |
$15.9M - $20.1M
|
1.53M
$227M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-895- 21.86% |
$111K - $140K
|
3.2K
$475K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
142New |
$17.6K - $22.3K
|
142
$21.1K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
2.9KNew |
$360K - $455K
|
2.9K
$430K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
202+ 2.27% |
$25.1K - $31.7K
|
9.11K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
101K+ 25.14% |
$12.6M - $15.9M
|
504K
$74.7M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.65K+ 3.12% |
$824K - $1.04M
|
219K
$32.5M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-12.6K- 15.02% |
$1.57M - $1.98M
|
71.4K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-157- 0.82% |
$19.5K - $24.6K
|
19K
$2.82M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.63K+ 5.41% |
$574K - $726K
|
90.2K
$13.4M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
8.82KNew |
$1.09M - $1.38M
|
8.82K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
25.4K+ 460.04% |
$3.15M - $3.98M
|
30.9K
$4.58M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.83K+ 6.28% |
$228K - $288K
|
31K
$4.6M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.4K+ 15.38% |
$298K - $377K
|
18K
$2.67M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
117+ 25.77% |
$14.5K - $18.4K
|
571
$84.7K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
23KNew |
$2.86M - $3.61M
|
23K
$3.41M
|
|
|
May 09, 2025
Q1 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
35.1K+ 9.06% |
$4.35M - $5.5M
|
422K
$62.6M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
517New |
$64.1K - $81.1K
|
517
$76.7K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
45+ 1.36% |
$5.58K - $7.06K
|
3.34K
$496K
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
BUY
|
- |
2.24K+ 8.84% |
$278K - $351K
|
27.6K
$4.09M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.96K- 3.64% |
$864K - $1.09M
|
184K
$27.3M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
128New |
$15.9K - $20.1K
|
128
$19K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
342+ 10.99% |
$42.4K - $53.6K
|
3.46K
$512K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-887- 8.92% |
$110K - $139K
|
9.06K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-15.9K- 83.13% |
$1.97M - $2.49M
|
3.22K
$477K
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-880- 8.58% |
$109K - $138K
|
9.38K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-154- 75.12% |
$19.1K - $24.2K
|
51
$7.56K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-11- 0.23% |
$1.36K - $1.73K
|
4.7K
$697K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 4.2% |
$237K - $299K
|
47.4K
$7.02M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3+ 0.11% |
$372 - $471
|
2.67K
$396K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
99New |
$12.3K - $15.5K
|
99
$14.7K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-31.7K- 26.56% |
$3.93M - $4.97M
|
87.5K
$13M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-288- 1.87% |
$35.7K - $45.2K
|
15.1K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
31+ 1.77% |
$3.85K - $4.86K
|
1.78K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-828- 61.84% |
$103K - $130K
|
511
$75.8K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.59KNew |
$445K - $563K
|
3.59K
$532K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
654+ 7.0% |
$81.1K - $103K
|
10K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-300- 3.45% |
$37.2K - $47.1K
|
8.4K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
227+ 6.58% |
$28.2K - $35.6K
|
3.68K
$545K
|