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 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-11.4K- 3.39% |
$1.41M - $1.78M
|
324K
$48.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-709- 7.22% |
$88K - $111K
|
9.12K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
133+ 0.64% |
$16.5K - $20.9K
|
21.1K
$3.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 0.65% |
$1.12K - $1.41K
|
1.39K
$206K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
405+ 13.83% |
$50.2K - $63.5K
|
3.33K
$494K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.18K- 24.13% |
$270K - $342K
|
6.85K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-149- 8.0% |
$18.5K - $23.4K
|
1.71K
$254K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
1.86K+ 1.81% |
$231K - $292K
|
105K
$15.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
107+ 57.22% |
$13.3K - $16.8K
|
294
$43.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
589+ 26.83% |
$73.1K - $92.4K
|
2.78K
$413K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.57% |
$124 - $157
|
177
$26.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
22K+ 37.6% |
$2.73M - $3.45M
|
80.5K
$11.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.35K- 31.86% |
$168K - $212K
|
2.89K
$429K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.38KNew |
$171K - $217K
|
1.38K
$205K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.32KNew |
$164K - $208K
|
1.32K
$196K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.66K+ 1.21% |
$330K - $417K
|
223K
$33M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.73M- 99.35% |
$214M - $271M
|
11.3K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-24- 1.51% |
$2.98K - $3.76K
|
1.57K
$233K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-95- 0.26% |
$11.8K - $14.9K
|
36.1K
$5.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-33- 0.66% |
$4.09K - $5.18K
|
4.99K
$740K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.16K+ 16.04% |
$144K - $182K
|
8.38K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-915- 6.21% |
$114K - $144K
|
13.8K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9.39KNew |
$1.17M - $1.47M
|
9.39K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.59K+ 26.66% |
$445K - $563K
|
17K
$2.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-84- 0.48% |
$10.4K - $13.2K
|
17.2K
$2.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Vert Asset Management LLC
Sausalito, CA |
SELL
|
- |
-41.3K- 22.83% |
$5.12M - $6.47M
|
139K
$20.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-471- 3.58% |
$58.4K - $73.9K
|
12.7K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.5KNew |
$185K - $235K
|
1.5K
$222K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
172+ 162.26% |
$21.3K - $27K
|
278
$41.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.32KNew |
$164K - $208K
|
1.32K
$196K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
31New |
$3.85K - $4.86K
|
31
$4.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 46.82% |
$206K - $261K
|
5.21K
$772K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
25.2KNew |
$3.13M - $3.96M
|
25.2K
$3.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
97+ 5.5% |
$12K - $15.2K
|
1.86K
$276K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
184New |
$22.8K - $28.9K
|
184
$27.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.14K+ 1.11% |
$142K - $179K
|
104K
$15.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
48+ 2.83% |
$5.95K - $7.53K
|
1.75K
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.5KNew |
$186K - $235K
|
1.5K
$222K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-800- 2.79% |
$99.2K - $125K
|
27.9K
$4.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.53KNew |
$189K - $239K
|
1.53K
$226K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
222+ 10.95% |
$27.5K - $34.8K
|
2.25K
$334K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.69% |
$124 - $157
|
145
$21.5K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-231- 10.91% |
$28.7K - $36.2K
|
1.89K
$280K
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
29+ 0.55% |
$3.6K - $4.55K
|
5.33K
$790K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.61KNew |
$199K - $252K
|
1.61K
$238K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-138- 16.65% |
$17.1K - $21.6K
|
691
$102K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
100New |
$12.4K - $15.7K
|
100
$14.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
16+ 106.67% |
$1.98K - $2.51K
|
31
$4.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
73+ 4.27% |
$9.06K - $11.5K
|
1.78K
$264K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3New |
$372 - $471
|
3
$445
|