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 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-120- 1.17% |
$14.9K - $18.8K
|
10.2K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.38K- 3.89% |
$295K - $373K
|
58.7K
$8.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1+ 0.23% |
$124 - $157
|
433
$64.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
390+ 25.31% |
$48.4K - $61.2K
|
1.93K
$286K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
416+ 1.19% |
$51.6K - $65.3K
|
35.3K
$5.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
5+ 0.31% |
$620 - $784
|
1.61K
$238K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10.1K+ 4.84% |
$1.25M - $1.58M
|
219K
$32.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.57K+ 61.43% |
$319K - $403K
|
6.76K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-3.85K- 3.88% |
$477K - $603K
|
95.4K
$14.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
103+ 2.2% |
$12.8K - $16.2K
|
4.78K
$708K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.27K- 2.27% |
$157K - $199K
|
54.4K
$8.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
174+ 1.52% |
$21.6K - $27.3K
|
11.6K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-713- 23.52% |
$88.4K - $112K
|
2.32K
$344K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10New |
$1.24K - $1.57K
|
10
$1.48K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.5KNew |
$186K - $235K
|
1.5K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
15+ 3.96% |
$1.86K - $2.35K
|
394
$58.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-225K- 41.77% |
$27.9M - $35.3M
|
314K
$46.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.63K+ 3.21% |
$202K - $256K
|
52.4K
$7.76M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-621- 3.62% |
$77K - $97.4K
|
16.5K
$2.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-446K- 3.75% |
$55.4M - $70M
|
11.5M
$1.7B
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-750- 3.0% |
$93K - $118K
|
24.2K
$3.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.59% |
$124 - $157
|
170
$25.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.46K+ 71.34% |
$181K - $229K
|
3.5K
$520K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
151+ 4.61% |
$18.7K - $23.7K
|
3.43K
$508K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-105- 4.15% |
$13K - $16.5K
|
2.42K
$359K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.49KNew |
$184K - $233K
|
1.49K
$220K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.32K+ 1.13% |
$163K - $207K
|
118K
$17.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13- 0.12% |
$1.61K - $2.04K
|
11.2K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.8K+ 19.52% |
$223K - $282K
|
11K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.44KNew |
$179K - $226K
|
1.44K
$214K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
555+ 4.94% |
$68.8K - $87.1K
|
11.8K
$1.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.16K+ 0.04% |
$144K - $181K
|
3.11M
$461M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
45.8K+ 11.53% |
$5.68M - $7.18M
|
443K
$65.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-16- 0.76% |
$1.98K - $2.51K
|
2.08K
$308K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
1.31K+ 3.56% |
$163K - $206K
|
38.1K
$5.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
23+ 0.89% |
$2.85K - $3.61K
|
2.62K
$388K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-113- 3.2% |
$14K - $17.7K
|
3.42K
$507K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5+ 0.14% |
$620 - $784
|
3.46K
$513K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-880- 37.34% |
$109K - $138K
|
1.48K
$219K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
3.86K+ 0.84% |
$479K - $605K
|
461K
$68.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.12K+ 3.59% |
$510K - $645K
|
119K
$17.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-474- 12.09% |
$58.8K - $74.4K
|
3.45K
$511K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-970- 12.77% |
$120K - $152K
|
6.63K
$983K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 0.59% |
$372 - $471
|
508
$75.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
130New |
$16.1K - $20.4K
|
130
$19.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-5.35K- 17.16% |
$664K - $839K
|
25.8K
$3.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-737- 1.35% |
$91.4K - $116K
|
54K
$8M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-37- 7.3% |
$4.59K - $5.8K
|
470
$69.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
185New |
$22.9K - $29K
|
185
$27.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
359+ 13.45% |
$44.5K - $56.3K
|
3.03K
$449K
|