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 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
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.16K+ 0.04% |
$144K - $181K
|
3.11M
$473M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
45.8K+ 11.53% |
$5.68M - $7.18M
|
443K
$67.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-16- 0.76% |
$1.98K - $2.51K
|
2.08K
$316K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
1.31K+ 3.56% |
$163K - $206K
|
38.1K
$5.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
23+ 0.89% |
$2.85K - $3.61K
|
2.62K
$399K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-113- 3.2% |
$14K - $17.7K
|
3.42K
$521K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5+ 0.14% |
$620 - $784
|
3.46K
$526K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-880- 37.34% |
$109K - $138K
|
1.48K
$225K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
3.86K+ 0.84% |
$479K - $605K
|
461K
$70.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.12K+ 3.59% |
$510K - $645K
|
119K
$18.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-474- 12.09% |
$58.8K - $74.4K
|
3.45K
$525K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-970- 12.77% |
$120K - $152K
|
6.63K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 0.59% |
$372 - $471
|
508
$77.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
130New |
$16.1K - $20.4K
|
130
$19.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-5.35K- 17.16% |
$664K - $839K
|
25.8K
$3.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-737- 1.35% |
$91.4K - $116K
|
54K
$8.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-37- 7.3% |
$4.59K - $5.8K
|
470
$71.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
185New |
$22.9K - $29K
|
185
$28.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
359+ 13.45% |
$44.5K - $56.3K
|
3.03K
$461K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
900+ 46.56% |
$112K - $141K
|
2.83K
$431K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
243+ 11.84% |
$30.1K - $38.1K
|
2.3K
$350K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.99K+ 68.32% |
$1.24M - $1.57M
|
24.6K
$3.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-154- 9.32% |
$19.1K - $24.2K
|
1.5K
$228K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.66% |
$124 - $157
|
152
$23.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-6.3K- 86.3% |
$782K - $988K
|
1K
$152K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3+ 7.14% |
$372 - $471
|
45
$6.85K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
6.61K+ 42.52% |
$820K - $1.04M
|
22.2K
$3.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
216New |
$26.8K - $33.9K
|
216
$32.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.07K+ 3.44% |
$133K - $168K
|
32.1K
$4.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3New |
$372 - $471
|
3
$457
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
45.2K+ 38.72% |
$5.61M - $7.09M
|
162K
$24.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-164- 3.66% |
$20.3K - $25.7K
|
4.32K
$658K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.77K+ 61.11% |
$219K - $277K
|
4.66K
$710K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-100- 44.25% |
$12.4K - $15.7K
|
126
$19.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.6K+ 3.16% |
$198K - $250K
|
52.1K
$7.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.23K- 65.05% |
$153K - $193K
|
662
$101K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-8.24K- 4.83% |
$1.02M - $1.29M
|
162K
$24.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
9+ 0.47% |
$1.12K - $1.41K
|
1.93K
$293K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.78K+ 6.82% |
$221K - $279K
|
27.9K
$4.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
47.8K+ 4.18% |
$5.92M - $7.49M
|
1.19M
$181M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.81K+ 2.82% |
$1.09M - $1.38M
|
322K
$49M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
583+ 23.11% |
$72.3K - $91.4K
|
3.11K
$473K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.39KNew |
$173K - $219K
|
1.39K
$212K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.45KNew |
$304K - $385K
|
2.45K
$374K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.43KNew |
$177K - $224K
|
1.43K
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.83KNew |
$351K - $444K
|
2.83K
$431K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.4KNew |
$174K - $220K
|
1.4K
$213K
|