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 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
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
8.51K+ 341.0% |
$1.06M - $1.33M
|
11K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
33.8KNew |
$4.19M - $5.3M
|
33.8K
$5.14M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.9K+ 13.51% |
$235K - $297K
|
15.9K
$2.42M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-97.7K- 6.34% |
$12.1M - $15.3M
|
1.44M
$220M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
359+ 52.79% |
$44.5K - $56.3K
|
1.04K
$158K
|
|
|
May 06, 2025
Q1 2025
|
B&I Capital Ag
|
BUY
|
- |
6.77K+ 4.49% |
$840K - $1.06M
|
158K
$24M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-24- 4.58% |
$2.98K - $3.76K
|
500
$76.1K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
281+ 6.94% |
$34.9K - $44.1K
|
4.33K
$659K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2.4K+ 1.14% |
$298K - $376K
|
213K
$32.5M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
1.31KNew |
$163K - $206K
|
1.31K
$200K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-232- 3.96% |
$28.8K - $36.4K
|
5.63K
$857K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.77KNew |
$219K - $277K
|
1.77K
$269K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
6.5KNew |
$806K - $1.02M
|
6.5K
$990K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
22KNew |
$2.72M - $3.45M
|
22K
$3.34M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
12.7KNew |
$1.58M - $1.99M
|
12.7K
$1.94M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
21.7K+ 67.24% |
$2.69M - $3.4M
|
53.9K
$8.21M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-43- 1.04% |
$5.33K - $6.74K
|
4.07K
$620K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
151+ 7.82% |
$18.7K - $23.7K
|
2.08K
$317K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5New |
$620 - $784
|
5
$761
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.55KNew |
$192K - $243K
|
1.55K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
157+ 6.86% |
$19.5K - $24.6K
|
2.44K
$372K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
103New |
$12.8K - $16.2K
|
103
$15.7K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
10.5KNew |
$1.3M - $1.64M
|
10.5K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-735- 1.31% |
$91.2K - $115K
|
55.5K
$8.45M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
5.15K+ 72.69% |
$639K - $808K
|
12.2K
$1.86M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-310- 0.76% |
$38.5K - $48.6K
|
40.5K
$6.16M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.5K+ 13.26% |
$1.43M - $1.8M
|
98.2K
$15M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-13.3K- 21.52% |
$1.65M - $2.08M
|
48.5K
$7.38M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-2.4K- 7.69% |
$298K - $377K
|
28.8K
$4.39M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.87K+ 5.09% |
$232K - $293K
|
38.6K
$5.88M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
96.9K+ 867.32% |
$12M - $15.2M
|
108K
$16.4M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-100- 2.15% |
$12.4K - $15.7K
|
4.55K
$693K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-351- 5.26% |
$43.5K - $55.1K
|
6.32K
$962K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-62.2K- 5.82% |
$7.71M - $9.75M
|
1.01M
$153M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.08K- 5.66% |
$134K - $170K
|
18.1K
$2.75M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
400+ 2.82% |
$49.6K - $62.7K
|
14.6K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.96K+ 11.41% |
$367K - $464K
|
28.9K
$4.4M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-2.75K- 22.47% |
$341K - $431K
|
9.48K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
5.48K+ 10950.0% |
$679K - $859K
|
5.53K
$841K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.52K+ 198.57% |
$933K - $1.18M
|
11.3K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-25- 0.15% |
$3.1K - $3.92K
|
16.4K
$2.49M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
56+ 20.74% |
$6.95K - $8.78K
|
326
$49.6K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
159+ 1.99% |
$19.7K - $24.9K
|
8.16K
$1.24M
|