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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-8K- 24.24% |
$985K - $1.11M
|
25K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.15K- 14.68% |
$142K - $160K
|
6.69K
$992K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
46New |
$5.66K - $6.41K
|
46
$6.82K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
219New |
$27K - $30.5K
|
219
$32.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.34K+ 13.27% |
$164K - $186K
|
11.4K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-51.9KClosed |
$6.38M - $7.22M
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
69+ 3.75% |
$8.49K - $9.61K
|
1.91K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
249+ 10.42% |
$30.7K - $34.7K
|
2.64K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
100KNew |
$12.3M - $13.9M
|
100K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
710+ 39.14% |
$87.4K - $98.9K
|
2.52K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
79.2KNew |
$9.75M - $11M
|
79.2K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2.12KNew |
$261K - $295K
|
2.12K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-69- 2.59% |
$8.49K - $9.61K
|
2.59K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
993+ 3203.23% |
$122K - $138K
|
1.02K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
2.62KNew |
$322K - $364K
|
2.62K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
78New |
$9.6K - $10.9K
|
78
$11.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
10.5KNew |
$1.29M - $1.46M
|
10.5K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
24KNew |
$2.95M - $3.34M
|
24K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.46KNew |
$180K - $203K
|
1.46K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.5K+ 2.51% |
$308K - $348K
|
102K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
3.08KNew |
$379K - $429K
|
3.08K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
6New |
$739 - $836
|
6
$890
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
60New |
$7.39K - $8.36K
|
60
$8.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-210- 17.5% |
$25.9K - $29.3K
|
990
$147K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
486+ 17.41% |
$59.8K - $67.7K
|
3.28K
$486K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
199K+ 424.05% |
$24.5M - $27.8M
|
246K
$36.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
15New |
$1.85K - $2.09K
|
15
$2.22K
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
10.5K+ 198.4% |
$1.29M - $1.46M
|
15.8K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-97- 1.66% |
$11.9K - $13.5K
|
5.76K
$855K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
11.5KNew |
$1.42M - $1.6M
|
11.5K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
102K+ 781.62% |
$12.5M - $14.2M
|
115K
$17M
|
|
|
Feb 12, 2025
Q4 2024
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-29.6K- 29.16% |
$3.65M - $4.13M
|
72K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
615New |
$75.7K - $85.7K
|
615
$91.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7New |
$862 - $975
|
7
$1.04K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.01KNew |
$862K - $976K
|
7.01K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
13.1KNew |
$1.61M - $1.82M
|
13.1K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
776New |
$95.5K - $108K
|
776
$115K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9New |
$1.11K - $1.25K
|
9
$1.33K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
23New |
$2.83K - $3.2K
|
23
$3.41K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
4+ 0.22% |
$492 - $557
|
1.8K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
305+ 2.31% |
$37.5K - $42.5K
|
13.5K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
89.7KNew |
$11M - $12.5M
|
89.7K
$13.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
55New |
$6.77K - $7.66K
|
55
$8.16K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-13- 1.26% |
$1.6K - $1.81K
|
1.02K
$151K
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
51.1K+ 437.42% |
$6.3M - $7.12M
|
62.8K
$9.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
PUT |
2.8KNew |
$345K - $390K
|
2.8K
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
94New |
$11.6K - $13.1K
|
94
$13.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-248- 2.27% |
$30.5K - $34.5K
|
10.7K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
25.4KNew |
$3.13M - $3.54M
|
25.4K
$3.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
25New |
$3.08K - $3.48K
|
25
$3.71K
|