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
|
Ing Groep Nv
|
BUY
|
- |
2.24K+ 8.84% |
$278K - $351K
|
27.6K
$4.2M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.96K- 3.64% |
$864K - $1.09M
|
184K
$28.1M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
128New |
$15.9K - $20.1K
|
128
$19.5K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
342+ 10.99% |
$42.4K - $53.6K
|
3.46K
$526K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-887- 8.92% |
$110K - $139K
|
9.06K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-15.9K- 83.13% |
$1.97M - $2.49M
|
3.22K
$490K
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-880- 8.58% |
$109K - $138K
|
9.38K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-154- 75.12% |
$19.1K - $24.2K
|
51
$7.76K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-11- 0.23% |
$1.36K - $1.73K
|
4.7K
$716K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 4.2% |
$237K - $299K
|
47.4K
$7.21M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3+ 0.11% |
$372 - $471
|
2.67K
$406K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
99New |
$12.3K - $15.5K
|
99
$15.1K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-31.7K- 26.56% |
$3.93M - $4.97M
|
87.5K
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-288- 1.87% |
$35.7K - $45.2K
|
15.1K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
31+ 1.77% |
$3.85K - $4.86K
|
1.78K
$271K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-828- 61.84% |
$103K - $130K
|
511
$77.8K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.59KNew |
$445K - $563K
|
3.59K
$546K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
654+ 7.0% |
$81.1K - $103K
|
10K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-300- 3.45% |
$37.2K - $47.1K
|
8.4K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
227+ 6.58% |
$28.2K - $35.6K
|
3.68K
$560K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
191+ 22.85% |
$23.7K - $30K
|
1.03K
$156K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.03M+ 27.87% |
$128M - $162M
|
4.73M
$720M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
132+ 8.04% |
$16.4K - $20.7K
|
1.77K
$270K
|
|
|
May 09, 2025
Q1 2025
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
BUY
|
- |
67.8K+ 1.39% |
$8.41M - $10.6M
|
4.96M
$756M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-5.9M- 6.01% |
$733M - $926M
|
92.4M
$14.1B
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
39.5KNew |
$4.9M - $6.2M
|
39.5K
$6.01M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.15KNew |
$143K - $181K
|
1.15K
$175K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
878K+ 14.44% |
$109M - $138M
|
6.96M
$1.06B
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
47KNew |
$5.83M - $7.37M
|
47K
$7.16M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.4KNew |
$174K - $220K
|
1.4K
$213K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-4.2K- 12.72% |
$521K - $659K
|
28.8K
$4.39M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-383- 2.8% |
$47.5K - $60.1K
|
13.3K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-50- 0.35% |
$6.2K - $7.84K
|
14.3K
$2.17M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
342+ 7.56% |
$42.4K - $53.6K
|
4.86K
$741K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
11+ 0.58% |
$1.36K - $1.73K
|
1.9K
$289K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
1K+ 50.99% |
$125K - $157K
|
2.97K
$453K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-27- 0.97% |
$3.35K - $4.24K
|
2.75K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.57KNew |
$195K - $246K
|
1.57K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
61.4K+ 1105.98% |
$7.61M - $9.63M
|
66.9K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-10.8K- 27.28% |
$1.34M - $1.69M
|
28.7K
$4.37M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.33K+ 1.14% |
$165K - $209K
|
119K
$18.1M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.11K+ 921.67% |
$137K - $173K
|
1.23K
$187K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
141+ 9.81% |
$17.5K - $22.1K
|
1.58K
$240K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.82K+ 43.92% |
$350K - $442K
|
9.24K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-27- 0.68% |
$3.35K - $4.24K
|
3.94K
$600K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.26K+ 99.07% |
$528K - $668K
|
8.55K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
836+ 9.32% |
$104K - $131K
|
9.81K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-384- 11.4% |
$47.6K - $60.2K
|
2.98K
$454K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-1.38K- 14.46% |
$171K - $216K
|
8.17K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-6.08K- 4.96% |
$755K - $954K
|
117K
$17.7M
|