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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
7.63KNew |
$946K - $1.2M
|
7.63K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
1.11K+ 1.41% |
$138K - $174K
|
79.9K
$11.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
22+ 0.35% |
$2.73K - $3.45K
|
6.26K
$928K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.2K- 44.84% |
$769K - $972K
|
7.63K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-3.12K- 0.81% |
$386K - $489K
|
379K
$56.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-58K- 16.2% |
$7.19M - $9.09M
|
300K
$44.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
19.6KNew |
$2.43M - $3.07M
|
19.6K
$2.91M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.31KNew |
$162K - $205K
|
1.31K
$194K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-227- 7.12% |
$28.2K - $35.6K
|
2.96K
$439K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
58+ 1.6% |
$7.19K - $9.1K
|
3.68K
$545K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
185+ 3.89% |
$22.9K - $29K
|
4.94K
$732K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
828+ 8.79% |
$103K - $130K
|
10.2K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-299- 15.96% |
$37.1K - $46.9K
|
1.57K
$233K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-17.8K- 5.96% |
$2.2M - $2.78M
|
280K
$41.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.56KNew |
$814K - $1.03M
|
6.56K
$973K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
39+ 108.33% |
$4.84K - $6.12K
|
75
$11.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
609+ 12.57% |
$75.5K - $95.5K
|
5.46K
$809K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
100+ 0.36% |
$12.4K - $15.7K
|
27.6K
$4.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
269+ 13.05% |
$33.4K - $42.2K
|
2.33K
$346K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
995+ 19.59% |
$123K - $156K
|
6.07K
$901K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
995+ 35.47% |
$123K - $156K
|
3.8K
$564K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.17K+ 0.51% |
$145K - $184K
|
229K
$33.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.51KNew |
$187K - $237K
|
1.51K
$224K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
118+ 4.13% |
$14.6K - $18.5K
|
2.97K
$441K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
4.8K+ 2.99% |
$595K - $753K
|
165K
$24.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
280+ 0.66% |
$34.7K - $43.9K
|
42.7K
$6.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
4.78K+ 5.3% |
$592K - $749K
|
94.9K
$14.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
852+ 23.22% |
$106K - $134K
|
4.52K
$670K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.93K+ 1964.29% |
$239K - $302K
|
2.02K
$300K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.08K- 3.87% |
$133K - $169K
|
26.7K
$3.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
373+ 1.95% |
$46.3K - $58.5K
|
19.5K
$2.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-14K- 5.63% |
$1.73M - $2.19M
|
234K
$34.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.17K+ 43.38% |
$269K - $341K
|
7.18K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
527New |
$65.4K - $82.7K
|
527
$78.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.68KNew |
$333K - $421K
|
2.68K
$398K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.61KNew |
$199K - $252K
|
1.61K
$238K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
10.3K+ 29.16% |
$1.28M - $1.62M
|
45.8K
$6.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-2.55K- 9.27% |
$317K - $400K
|
25K
$3.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-89- 4.71% |
$11K - $14K
|
1.8K
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
164+ 7.33% |
$20.3K - $25.7K
|
2.4K
$356K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
96New |
$11.9K - $15.1K
|
96
$14.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-728- 11.36% |
$90.3K - $114K
|
5.68K
$842K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
8+ 21.05% |
$992 - $1.25K
|
46
$6.82K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
25+ 11.36% |
$3.1K - $3.92K
|
245
$36.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-99- 1.14% |
$12.3K - $15.5K
|
8.58K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
653+ 3.13% |
$81K - $102K
|
21.5K
$3.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
280+ 0.06% |
$34.7K - $43.9K
|
459K
$68M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.63K+ 24.88% |
$327K - $413K
|
13.2K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.45K+ 37.12% |
$428K - $541K
|
12.7K
$1.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-33.2K- 22.96% |
$4.12M - $5.21M
|
111K
$16.5M
|