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 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
599New |
$74.3K - $94K
|
599
$91.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
801+ 83.79% |
$99.4K - $126K
|
1.76K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1- 0.21% |
$124 - $157
|
477
$72.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
194+ 1.35% |
$24.1K - $30.4K
|
14.5K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
139+ 4.13% |
$17.2K - $21.8K
|
3.5K
$533K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
160+ 9.81% |
$19.8K - $25.1K
|
1.79K
$273K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
8.61K+ 1.86% |
$1.07M - $1.35M
|
471K
$71.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
7.8K+ 25.44% |
$967K - $1.22M
|
38.4K
$5.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
1.7K+ 4.72% |
$211K - $267K
|
37.7K
$5.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5.73KNew |
$710K - $898K
|
5.73K
$872K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.79K- 47.41% |
$222K - $281K
|
1.99K
$303K
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
16.9K+ 29.75% |
$2.1M - $2.65M
|
73.7K
$11.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
1.79KNew |
$222K - $280K
|
1.79K
$272K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-292- 12.86% |
$36.2K - $45.8K
|
1.98K
$301K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.34K- 13.29% |
$166K - $210K
|
8.72K
$1.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.93K- 2.64% |
$239K - $302K
|
70.9K
$10.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.47KNew |
$183K - $231K
|
1.47K
$224K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-216- 37.57% |
$26.8K - $33.9K
|
359
$54.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-141- 5.28% |
$17.5K - $22.1K
|
2.53K
$385K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 1.18% |
$372 - $471
|
258
$39.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.1K- 9.82% |
$137K - $173K
|
10.1K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
69+ 1.22% |
$8.56K - $10.8K
|
5.74K
$875K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2.25K- 2.8% |
$279K - $353K
|
78.3K
$11.9M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.21% |
$248 - $314
|
947
$144K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
3.31KNew |
$410K - $519K
|
3.31K
$503K
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
1.13K+ 35.33% |
$140K - $177K
|
4.32K
$658K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
38+ 0.91% |
$4.71K - $5.96K
|
4.22K
$643K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-24- 19.05% |
$2.98K - $3.76K
|
102
$15.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.5K+ 14.39% |
$1.18M - $1.49M
|
75.5K
$11.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-25- 1.13% |
$3.1K - $3.92K
|
2.19K
$333K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
19+ 19.0% |
$2.36K - $2.98K
|
119
$18.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
837+ 19.43% |
$104K - $131K
|
5.15K
$783K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.8K+ 7.49% |
$719K - $909K
|
83.2K
$12.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
1.52KNew |
$189K - $238K
|
1.52K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-20- 1.1% |
$2.48K - $3.14K
|
1.79K
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-11.7K- 22.74% |
$1.45M - $1.83M
|
39.7K
$6.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.16K+ 48.14% |
$144K - $183K
|
3.58K
$545K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
1+ 0.52% |
$124 - $157
|
195
$29.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.43KNew |
$177K - $224K
|
1.43K
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
11New |
$1.36K - $1.73K
|
11
$1.67K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3New |
$372 - $471
|
3
$457
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.37KNew |
$170K - $215K
|
1.37K
$209K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-14- 0.38% |
$1.74K - $2.2K
|
3.71K
$565K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
80+ 12.25% |
$9.92K - $12.5K
|
733
$112K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
405+ 6.67% |
$50.2K - $63.5K
|
6.47K
$986K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
259+ 2.38% |
$32.1K - $40.6K
|
11.1K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.42K+ 165.15% |
$424K - $537K
|
5.49K
$836K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
165+ 2.16% |
$20.5K - $25.9K
|
7.8K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-110- 10.52% |
$13.6K - $17.3K
|
936
$143K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.24K- 32.45% |
$650K - $821K
|
10.9K
$1.66M
|