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 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
49New |
$6.08K - $7.69K
|
49
$7.46K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-7- 1.46% |
$868 - $1.1K
|
474
$72.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-191- 2.41% |
$23.7K - $30K
|
7.72K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20+ 0.64% |
$2.48K - $3.14K
|
3.13K
$476K
|
|
|
Apr 23, 2025
Q1 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
44.2KNew |
$5.49M - $6.94M
|
44.2K
$6.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
437+ 12.31% |
$54.2K - $68.5K
|
3.99K
$607K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
44+ 8.16% |
$5.46K - $6.9K
|
583
$88.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 11.52% |
$131K - $165K
|
10.2K
$1.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
17.7K+ 4.76% |
$2.19M - $2.77M
|
389K
$59.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-694- 29.12% |
$86.1K - $109K
|
1.69K
$257K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
242+ 7.0% |
$30K - $38K
|
3.7K
$563K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-100- 5.95% |
$12.4K - $15.7K
|
1.58K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
17.9KNew |
$2.22M - $2.81M
|
17.9K
$2.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.17K- 2.65% |
$145K - $184K
|
43K
$6.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
55.5K+ 212.53% |
$6.89M - $8.71M
|
81.6K
$12.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
11.1KNew |
$1.38M - $1.75M
|
11.1K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
900+ 5.63% |
$112K - $141K
|
16.9K
$2.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.35KNew |
$167K - $212K
|
1.35K
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Garland Capital Management Inc
|
SELL
|
- |
-5.3K- 13.01% |
$657K - $831K
|
35.4K
$5.4M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.18KNew |
$271K - $342K
|
2.18K
$332K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-142- 6.42% |
$17.6K - $22.3K
|
2.07K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
243+ 7.83% |
$30.1K - $38.1K
|
3.35K
$509K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-5.05K- 37.38% |
$627K - $792K
|
8.47K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
720New |
$89.3K - $113K
|
720
$110K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-21- 0.98% |
$2.61K - $3.29K
|
2.13K
$324K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.32K+ 5.83% |
$288K - $364K
|
42.1K
$6.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1.53KNew |
$189K - $240K
|
1.53K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-306- 0.86% |
$38K - $48K
|
35.3K
$5.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-23- 17.97% |
$2.85K - $3.61K
|
105
$16K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-60- 1.4% |
$7.44K - $9.41K
|
4.22K
$642K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.46KNew |
$181K - $229K
|
1.46K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-456- 25.47% |
$56.6K - $71.5K
|
1.33K
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.45K+ 7.41% |
$428K - $541K
|
50K
$7.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
8+ 4.57% |
$992 - $1.25K
|
183
$27.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-124- 1.63% |
$15.4K - $19.5K
|
7.48K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
134+ 7.84% |
$16.6K - $21K
|
1.84K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
384+ 19.88% |
$47.6K - $60.2K
|
2.32K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.5K+ 5.34% |
$186K - $236K
|
29.7K
$4.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.21K+ 9.53% |
$398K - $504K
|
36.9K
$5.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
435+ 24.76% |
$54K - $68.2K
|
2.19K
$334K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-974- 23.99% |
$121K - $153K
|
3.09K
$470K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-23- 17.97% |
$2.85K - $3.61K
|
105
$16K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
8.96K+ 2.44% |
$1.11M - $1.4M
|
375K
$57.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.59KNew |
$197K - $250K
|
1.59K
$242K
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.81KNew |
$225K - $285K
|
1.81K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.39% |
$496 - $627
|
1.03K
$157K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.15K- 15.85% |
$143K - $181K
|
6.11K
$930K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.24K- 49.02% |
$402K - $508K
|
3.37K
$512K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.17K- 36.43% |
$765K - $968K
|
10.8K
$1.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
77+ 1.77% |
$9.55K - $12.1K
|
4.43K
$674K
|