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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-778- 17.68% |
$95.8K - $108K
|
3.62K
$548K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.2K+ 47.52% |
$148K - $167K
|
3.73K
$563K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
10+ 1.45% |
$1.23K - $1.39K
|
699
$106K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.24% |
$1.11K - $1.25K
|
3.78K
$572K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-15- 0.17% |
$1.85K - $2.09K
|
9.05K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.55K+ 0.71% |
$191K - $216K
|
220K
$33.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
123+ 6.19% |
$15.1K - $17.1K
|
2.11K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
58+ 2.22% |
$7.14K - $8.08K
|
2.67K
$404K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-57- 0.2% |
$7.02K - $7.94K
|
27.8K
$4.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
329+ 5.88% |
$40.5K - $45.8K
|
5.92K
$896K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$616 - $697
|
5
$756
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
12.6K+ 13.96% |
$1.55M - $1.75M
|
103K
$15.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
614+ 12.23% |
$75.6K - $85.5K
|
5.63K
$852K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
147+ 8.59% |
$18.1K - $20.5K
|
1.86K
$281K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-655- 4.26% |
$80.6K - $91.2K
|
14.7K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
66.1KNew |
$8.14M - $9.21M
|
66.1K
$10M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.49K+ 22.38% |
$553K - $626K
|
24.6K
$3.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-166- 3.23% |
$20.4K - $23.1K
|
4.98K
$753K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$123 - $139
|
1
$151
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-68- 1.05% |
$8.37K - $9.47K
|
6.42K
$971K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
139+ 3.3% |
$17.1K - $19.4K
|
4.35K
$658K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
11+ 0.51% |
$1.35K - $1.53K
|
2.16K
$327K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
562+ 6.51% |
$69.2K - $78.3K
|
9.19K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1K- 84.18% |
$123K - $139K
|
188
$28.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
148+ 1.99% |
$18.2K - $20.6K
|
7.6K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-52- 0.97% |
$6.4K - $7.24K
|
5.3K
$802K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 0.63% |
$246 - $279
|
316
$47.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-776- 15.14% |
$95.5K - $108K
|
4.35K
$658K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-47- 1.73% |
$5.79K - $6.55K
|
2.67K
$404K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-600- 2.3% |
$73.9K - $83.6K
|
25.5K
$3.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
68+ 4.17% |
$8.37K - $9.47K
|
1.7K
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-79- 1.51% |
$9.73K - $11K
|
5.14K
$777K
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
7.3KNew |
$899K - $1.02M
|
7.3K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
365+ 1.77% |
$44.9K - $50.8K
|
20.9K
$3.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.25K+ 20.08% |
$277K - $313K
|
13.5K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.04KNew |
$251K - $284K
|
2.04K
$308K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-714- 32.8% |
$87.9K - $99.5K
|
1.46K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
200New |
$24.6K - $27.9K
|
200
$30.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
21+ 1.12% |
$2.59K - $2.93K
|
1.9K
$288K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-588- 1.06% |
$72.4K - $81.9K
|
54.7K
$8.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
102+ 1.14% |
$12.6K - $14.2K
|
9.03K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
98+ 4.58% |
$12.1K - $13.7K
|
2.24K
$339K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.09% |
$123 - $139
|
93
$14.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-68- 0.19% |
$8.37K - $9.47K
|
36.2K
$5.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.07KNew |
$255K - $289K
|
2.07K
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-68- 1.37% |
$8.37K - $9.47K
|
4.89K
$739K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
9+ 0.47% |
$1.11K - $1.25K
|
1.92K
$290K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
10.4K+ 8.8% |
$1.28M - $1.45M
|
128K
$19.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.5K- 41.11% |
$430K - $487K
|
5.01K
$757K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2.72K- 3.27% |
$335K - $379K
|
80.6K
$12.2M
|