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 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
191+ 22.85% |
$23.7K - $30K
|
1.03K
$152K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.03M+ 27.87% |
$128M - $162M
|
4.73M
$701M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
132+ 8.04% |
$16.4K - $20.7K
|
1.77K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
BUY
|
- |
67.8K+ 1.39% |
$8.41M - $10.6M
|
4.96M
$736M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-5.9M- 6.01% |
$733M - $926M
|
92.4M
$13.7B
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
118K+ 2.36% |
$14.7M - $18.5M
|
5.12M
$759M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
39.5KNew |
$4.9M - $6.2M
|
39.5K
$5.86M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.15KNew |
$143K - $181K
|
1.15K
$171K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
878K+ 14.44% |
$109M - $138M
|
6.96M
$1.03B
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
47KNew |
$5.83M - $7.37M
|
47K
$6.97M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.4KNew |
$174K - $220K
|
1.4K
$208K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-4.2K- 12.72% |
$521K - $659K
|
28.8K
$4.27M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-383- 2.8% |
$47.5K - $60.1K
|
13.3K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-50- 0.35% |
$6.2K - $7.84K
|
14.3K
$2.12M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
342+ 7.56% |
$42.4K - $53.6K
|
4.86K
$721K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
11+ 0.58% |
$1.36K - $1.73K
|
1.9K
$281K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
1K+ 50.99% |
$125K - $157K
|
2.97K
$441K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-27- 0.97% |
$3.35K - $4.24K
|
2.75K
$407K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.57KNew |
$195K - $246K
|
1.57K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
61.4K+ 1105.98% |
$7.61M - $9.63M
|
66.9K
$9.93M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-10.8K- 27.28% |
$1.34M - $1.69M
|
28.7K
$4.26M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.33K+ 1.14% |
$165K - $209K
|
119K
$17.6M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.11K+ 921.67% |
$137K - $173K
|
1.23K
$182K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
141+ 9.81% |
$17.5K - $22.1K
|
1.58K
$234K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.82K+ 43.92% |
$350K - $442K
|
9.24K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-27- 0.68% |
$3.35K - $4.24K
|
3.94K
$584K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.26K+ 99.07% |
$528K - $668K
|
8.55K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
836+ 9.32% |
$104K - $131K
|
9.81K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-384- 11.4% |
$47.6K - $60.2K
|
2.98K
$443K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-1.38K- 14.46% |
$171K - $216K
|
8.17K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-6.08K- 4.96% |
$755K - $954K
|
117K
$17.3M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
396+ 7.39% |
$49.1K - $62.1K
|
5.76K
$853K
|
|
|
May 08, 2025
Q1 2025
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
807+ 4.32% |
$100K - $127K
|
19.5K
$2.89M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.14K+ 2.43% |
$266K - $336K
|
90.2K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-123- 1.27% |
$15.3K - $19.3K
|
9.54K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-26- 0.17% |
$3.23K - $4.08K
|
15.1K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
2.15K+ 33.38% |
$266K - $337K
|
8.58K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-94- 4.19% |
$11.7K - $14.7K
|
2.15K
$319K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
70.3K+ 19.77% |
$8.72M - $11M
|
426K
$63.2M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
73+ 2.04% |
$9.06K - $11.5K
|
3.64K
$540K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
177+ 2.41% |
$22K - $27.8K
|
7.51K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
American Assets Capital Advisers, LLC
|
SELL
|
- |
-950- 9.23% |
$118K - $149K
|
9.35K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-35- 76.09% |
$4.34K - $5.49K
|
11
$1.63K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.56K+ 67.15% |
$194K - $245K
|
3.89K
$577K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
462+ 13.25% |
$57.3K - $72.5K
|
3.95K
$585K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
155K+ 120.01% |
$19.2M - $24.3M
|
284K
$42.1M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
BUY
|
- |
568+ 1.55% |
$70.5K - $89.1K
|
37.2K
$5.52M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1+ 0.04% |
$124 - $157
|
2.48K
$367K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7+ 0.19% |
$868 - $1.1K
|
3.68K
$546K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-70- 2.03% |
$8.68K - $11K
|
3.37K
$500K
|