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
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.08K- 3.87% |
$133K - $169K
|
26.7K
$4.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
373+ 1.95% |
$46.3K - $58.5K
|
19.5K
$2.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-14K- 5.63% |
$1.73M - $2.19M
|
234K
$35.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.17K+ 43.38% |
$269K - $341K
|
7.18K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
527New |
$65.4K - $82.7K
|
527
$80.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.68KNew |
$333K - $421K
|
2.68K
$408K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.61KNew |
$199K - $252K
|
1.61K
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
10.3K+ 29.16% |
$1.28M - $1.62M
|
45.8K
$6.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-2.55K- 9.27% |
$317K - $400K
|
25K
$3.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-89- 4.71% |
$11K - $14K
|
1.8K
$274K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
164+ 7.33% |
$20.3K - $25.7K
|
2.4K
$365K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
96New |
$11.9K - $15.1K
|
96
$14.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-728- 11.36% |
$90.3K - $114K
|
5.68K
$865K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
8+ 21.05% |
$992 - $1.25K
|
46
$7K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
25+ 11.36% |
$3.1K - $3.92K
|
245
$37.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-99- 1.14% |
$12.3K - $15.5K
|
8.58K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
653+ 3.13% |
$81K - $102K
|
21.5K
$3.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
280+ 0.06% |
$34.7K - $43.9K
|
459K
$69.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.63K+ 24.88% |
$327K - $413K
|
13.2K
$2.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.45K+ 37.12% |
$428K - $541K
|
12.7K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-33.2K- 22.96% |
$4.12M - $5.21M
|
111K
$17M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-120- 1.17% |
$14.9K - $18.8K
|
10.2K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1+ 0.23% |
$124 - $157
|
433
$65.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
390+ 25.31% |
$48.4K - $61.2K
|
1.93K
$294K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
416+ 1.19% |
$51.6K - $65.3K
|
35.3K
$5.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
5+ 0.31% |
$620 - $784
|
1.61K
$245K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.57K+ 61.43% |
$319K - $403K
|
6.76K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-3.85K- 3.88% |
$477K - $603K
|
95.4K
$14.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
103+ 2.2% |
$12.8K - $16.2K
|
4.78K
$727K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.27K- 2.27% |
$157K - $199K
|
54.4K
$8.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
174+ 1.52% |
$21.6K - $27.3K
|
11.6K
$1.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-713- 23.52% |
$88.4K - $112K
|
2.32K
$353K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10New |
$1.24K - $1.57K
|
10
$1.52K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.5KNew |
$186K - $235K
|
1.5K
$228K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
15+ 3.96% |
$1.86K - $2.35K
|
394
$60K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-225K- 41.77% |
$27.9M - $35.3M
|
314K
$47.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.63K+ 3.21% |
$202K - $256K
|
52.4K
$7.97M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-621- 3.62% |
$77K - $97.4K
|
16.5K
$2.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-446K- 3.75% |
$55.4M - $70M
|
11.5M
$1.75B
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-750- 3.0% |
$93K - $118K
|
24.2K
$3.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.59% |
$124 - $157
|
170
$25.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.46K+ 71.34% |
$181K - $229K
|
3.5K
$533K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
151+ 4.61% |
$18.7K - $23.7K
|
3.43K
$522K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-105- 4.15% |
$13K - $16.5K
|
2.42K
$369K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.49KNew |
$184K - $233K
|
1.49K
$226K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.32K+ 1.13% |
$163K - $207K
|
118K
$18M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13- 0.12% |
$1.61K - $2.04K
|
11.2K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.8K+ 19.52% |
$223K - $282K
|
11K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.44KNew |
$179K - $226K
|
1.44K
$220K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
555+ 4.94% |
$68.8K - $87.1K
|
11.8K
$1.8M
|