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 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
900+ 46.56% |
$112K - $141K
|
2.83K
$420K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
243+ 11.84% |
$30.1K - $38.1K
|
2.3K
$340K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.99K+ 68.32% |
$1.24M - $1.57M
|
24.6K
$3.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-154- 9.32% |
$19.1K - $24.2K
|
1.5K
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-650- 2.69% |
$80.6K - $102K
|
23.6K
$3.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
18.3K+ 175.8% |
$2.27M - $2.87M
|
28.7K
$4.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.66% |
$124 - $157
|
152
$22.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-6.3K- 86.3% |
$782K - $988K
|
1K
$148K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3+ 7.14% |
$372 - $471
|
45
$6.67K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
6.61K+ 42.52% |
$820K - $1.04M
|
22.2K
$3.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
216New |
$26.8K - $33.9K
|
216
$32K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.07K+ 3.44% |
$133K - $168K
|
32.1K
$4.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3New |
$372 - $471
|
3
$445
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
45.2K+ 38.72% |
$5.61M - $7.09M
|
162K
$24M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-164- 3.66% |
$20.3K - $25.7K
|
4.32K
$641K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.77K+ 61.11% |
$219K - $277K
|
4.66K
$691K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-100- 44.25% |
$12.4K - $15.7K
|
126
$18.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.6K+ 3.16% |
$198K - $250K
|
52.1K
$7.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.23K- 65.05% |
$153K - $193K
|
662
$98.2K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-8.24K- 4.83% |
$1.02M - $1.29M
|
162K
$24.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
9+ 0.47% |
$1.12K - $1.41K
|
1.93K
$286K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.78K+ 6.82% |
$221K - $279K
|
27.9K
$4.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
47.8K+ 4.18% |
$5.92M - $7.49M
|
1.19M
$177M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.81K+ 2.82% |
$1.09M - $1.38M
|
322K
$47.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
583+ 23.11% |
$72.3K - $91.4K
|
3.11K
$461K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.39KNew |
$173K - $219K
|
1.39K
$207K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.45KNew |
$304K - $385K
|
2.45K
$364K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.43KNew |
$177K - $224K
|
1.43K
$212K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.83KNew |
$351K - $444K
|
2.83K
$420K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-390- 17.18% |
$48.4K - $61.2K
|
1.88K
$279K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.4KNew |
$174K - $220K
|
1.4K
$208K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
49New |
$6.08K - $7.69K
|
49
$7.27K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-7- 1.46% |
$868 - $1.1K
|
474
$70.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-191- 2.41% |
$23.7K - $30K
|
7.72K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20+ 0.64% |
$2.48K - $3.14K
|
3.13K
$464K
|
|
|
Apr 23, 2025
Q1 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
44.2KNew |
$5.49M - $6.94M
|
44.2K
$6.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
437+ 12.31% |
$54.2K - $68.5K
|
3.99K
$591K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.55KNew |
$193K - $243K
|
1.55K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
44+ 8.16% |
$5.46K - $6.9K
|
583
$86.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 11.52% |
$131K - $165K
|
10.2K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
17.7K+ 4.76% |
$2.19M - $2.77M
|
389K
$57.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-694- 29.12% |
$86.1K - $109K
|
1.69K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
242+ 7.0% |
$30K - $38K
|
3.7K
$549K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-100- 5.95% |
$12.4K - $15.7K
|
1.58K
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
17.9KNew |
$2.22M - $2.81M
|
17.9K
$2.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.17K- 2.65% |
$145K - $184K
|
43K
$6.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
55.5K+ 212.53% |
$6.89M - $8.71M
|
81.6K
$12.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
11.1KNew |
$1.38M - $1.75M
|
11.1K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
900+ 5.63% |
$112K - $141K
|
16.9K
$2.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.35KNew |
$167K - $212K
|
1.35K
$200K
|