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 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-123- 1.27% |
$15.3K - $19.3K
|
9.54K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-26- 0.17% |
$3.23K - $4.08K
|
15.1K
$2.3M
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
2.15K+ 33.38% |
$266K - $337K
|
8.58K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-94- 4.19% |
$11.7K - $14.7K
|
2.15K
$327K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
70.3K+ 19.77% |
$8.72M - $11M
|
426K
$64.9M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
73+ 2.04% |
$9.06K - $11.5K
|
3.64K
$555K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
177+ 2.41% |
$22K - $27.8K
|
7.51K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
American Assets Capital Advisers, LLC
|
SELL
|
- |
-950- 9.23% |
$118K - $149K
|
9.35K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-35- 76.09% |
$4.34K - $5.49K
|
11
$1.67K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.56K+ 67.15% |
$194K - $245K
|
3.89K
$593K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
462+ 13.25% |
$57.3K - $72.5K
|
3.95K
$601K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
155K+ 120.01% |
$19.2M - $24.3M
|
284K
$43.2M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
BUY
|
- |
568+ 1.55% |
$70.5K - $89.1K
|
37.2K
$5.66M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1+ 0.04% |
$124 - $157
|
2.48K
$377K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7+ 0.19% |
$868 - $1.1K
|
3.68K
$560K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-70- 2.03% |
$8.68K - $11K
|
3.37K
$514K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.68K- 23.26% |
$208K - $263K
|
5.53K
$841K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-192- 0.93% |
$23.8K - $30.1K
|
20.4K
$3.11M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
824+ 1.87% |
$102K - $129K
|
44.9K
$6.84M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.36K- 6.59% |
$169K - $214K
|
19.3K
$2.94M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.08K- 0.86% |
$134K - $169K
|
124K
$18.9M
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.35KNew |
$168K - $212K
|
1.35K
$206K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
17K+ 130.08% |
$2.11M - $2.67M
|
30.1K
$4.58M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.33KNew |
$165K - $209K
|
1.33K
$203K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
7.35K+ 6.07% |
$912K - $1.15M
|
128K
$19.5M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
3+ 18.75% |
$372 - $471
|
19
$2.89K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
44.6K+ 68.19% |
$5.53M - $6.99M
|
110K
$16.7M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.1K+ 33.73% |
$385K - $486K
|
12.3K
$1.87M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
7.62K+ 3.55% |
$945K - $1.19M
|
222K
$33.8M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
35+ 1.78% |
$4.34K - $5.49K
|
2K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.46KNew |
$181K - $229K
|
1.46K
$222K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
146K+ 26.79% |
$18.1M - $22.9M
|
691K
$105M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
381+ 7.52% |
$47.3K - $59.8K
|
5.45K
$829K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.68K+ 3.9% |
$1.2M - $1.52M
|
258K
$39.3M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
18+ 1.01% |
$2.23K - $2.82K
|
1.81K
$275K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
17+ 0.3% |
$2.11K - $2.67K
|
5.73K
$873K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-256- 3.57% |
$31.8K - $40.2K
|
6.92K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.03K- 5.82% |
$127K - $161K
|
16.6K
$2.53M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
SELL
|
- |
-9.45K- 9.04% |
$1.17M - $1.48M
|
95K
$14.5M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
13.5K+ 14.28% |
$1.67M - $2.11M
|
108K
$16.4M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-50- 0.82% |
$6.2K - $7.84K
|
6.03K
$917K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
49+ 1.22% |
$6.08K - $7.69K
|
4.08K
$621K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-92.5K- 39.57% |
$11.5M - $14.5M
|
141K
$21.5M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
521+ 21.45% |
$64.6K - $81.7K
|
2.95K
$449K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
207+ 0.74% |
$25.7K - $32.5K
|
28.3K
$4.31M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
37New |
$4.59K - $5.8K
|
37
$5.63K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-97- 31.91% |
$12K - $15.2K
|
207
$31.5K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
66+ 21.09% |
$8.19K - $10.4K
|
379
$57.7K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.52K+ 12.64% |
$188K - $238K
|
13.5K
$2.06M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
212New |
$26.3K - $33.3K
|
212
$32.3K
|