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 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.19K+ 118.51% |
$395K - $500K
|
5.88K
$929K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-29- 0.59% |
$3.6K - $4.55K
|
4.86K
$768K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
10New |
$1.24K - $1.57K
|
10
$1.58K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.18K+ 45.98% |
$395K - $499K
|
10.1K
$1.6M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.77K+ 40.06% |
$344K - $435K
|
9.69K
$1.53M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
250+ 25.13% |
$31K - $39.2K
|
1.25K
$197K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-37- 1.51% |
$4.59K - $5.8K
|
2.42K
$382K
|
|
|
Apr 02, 2025
Q1 2025
|
Franchise Capital LTD
Grand Cayman, E9 |
BUY
|
- |
209New |
$25.9K - $32.8K
|
209
$33K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.24K- 3.79% |
$399K - $452K
|
82.4K
$13M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-118K- 2.31% |
$14.5M - $16.5M
|
5M
$791M
|
|
|
Jun 10, 2025
Q4 2024
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
800New |
$98.5K - $111K
|
800
$126K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11K+ 17.0% |
$1.35M - $1.53M
|
75.7K
$12M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
9.39K+ 24.19% |
$1.16M - $1.31M
|
48.2K
$7.62M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-53.3K- 4.1% |
$6.56M - $7.43M
|
1.25M
$197M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
3.82K+ 0.49% |
$470K - $532K
|
777K
$123M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 5.13% |
$246 - $279
|
41
$6.48K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.26K- 15.69% |
$524K - $593K
|
22.9K
$3.61M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
2.48KNew |
$305K - $345K
|
2.48K
$391K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
111New |
$13.7K - $15.5K
|
111
$17.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.88K+ 284.78% |
$970K - $1.1M
|
10.6K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
6.98KNew |
$860K - $973K
|
6.98K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-46.7K- 0.97% |
$5.75M - $6.5M
|
4.79M
$757M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
1.1KNew |
$135K - $153K
|
1.1K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-1.1K- 22.45% |
$135K - $153K
|
3.8K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.08K+ 16.18% |
$255K - $289K
|
14.9K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-50- 0.34% |
$6.16K - $6.97K
|
14.5K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-8K- 24.24% |
$985K - $1.11M
|
25K
$3.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.15K- 14.68% |
$142K - $160K
|
6.69K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
46New |
$5.66K - $6.41K
|
46
$7.27K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
219New |
$27K - $30.5K
|
219
$34.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.34K+ 13.27% |
$164K - $186K
|
11.4K
$1.8M
|
|
|
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
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
249+ 10.42% |
$30.7K - $34.7K
|
2.64K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
100KNew |
$12.3M - $13.9M
|
100K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
710+ 39.14% |
$87.4K - $98.9K
|
2.52K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
79.2KNew |
$9.75M - $11M
|
79.2K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2.12KNew |
$261K - $295K
|
2.12K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-69- 2.59% |
$8.49K - $9.61K
|
2.59K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
993+ 3203.23% |
$122K - $138K
|
1.02K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
2.62KNew |
$322K - $364K
|
2.62K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
78New |
$9.6K - $10.9K
|
78
$12.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
10.5KNew |
$1.29M - $1.46M
|
10.5K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
24KNew |
$2.95M - $3.34M
|
24K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.46KNew |
$180K - $203K
|
1.46K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.5K+ 2.51% |
$308K - $348K
|
102K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
3.08KNew |
$379K - $429K
|
3.08K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
6New |
$739 - $836
|
6
$948
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
60New |
$7.39K - $8.36K
|
60
$9.48K
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-210- 17.5% |
$25.9K - $29.3K
|
990
$156K
|
|