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 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
486+ 17.41% |
$59.8K - $67.7K
|
3.28K
$518K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
199K+ 424.05% |
$24.5M - $27.8M
|
246K
$38.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
15New |
$1.85K - $2.09K
|
15
$2.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
10.5K+ 198.4% |
$1.29M - $1.46M
|
15.8K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-97- 1.66% |
$11.9K - $13.5K
|
5.76K
$911K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
11.5KNew |
$1.42M - $1.6M
|
11.5K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
102K+ 781.62% |
$12.5M - $14.2M
|
115K
$18.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-29.6K- 29.16% |
$3.65M - $4.13M
|
72K
$11.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7New |
$862 - $975
|
7
$1.11K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.01KNew |
$862K - $976K
|
7.01K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
13.1KNew |
$1.61M - $1.82M
|
13.1K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
776New |
$95.5K - $108K
|
776
$123K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9New |
$1.11K - $1.25K
|
9
$1.42K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
23New |
$2.83K - $3.2K
|
23
$3.64K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
4+ 0.22% |
$492 - $557
|
1.8K
$285K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
305+ 2.31% |
$37.5K - $42.5K
|
13.5K
$2.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
89.7KNew |
$11M - $12.5M
|
89.7K
$14.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
55New |
$6.77K - $7.66K
|
55
$8.69K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-13- 1.26% |
$1.6K - $1.81K
|
1.02K
$161K
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
51.1K+ 437.42% |
$6.3M - $7.12M
|
62.8K
$9.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
PUT |
2.8KNew |
$345K - $390K
|
2.8K
$443K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
94New |
$11.6K - $13.1K
|
94
$14.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-248- 2.27% |
$30.5K - $34.5K
|
10.7K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
25.4KNew |
$3.13M - $3.54M
|
25.4K
$4.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
25New |
$3.08K - $3.48K
|
25
$3.95K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
715New |
$88K - $99.6K
|
715
$113K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-500- 22.08% |
$61.6K - $69.7K
|
1.77K
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
4.39KNew |
$540K - $611K
|
4.39K
$693K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.86KNew |
$599K - $678K
|
4.86K
$769K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
50New |
$6.16K - $6.97K
|
50
$7.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
31.6KNew |
$3.89M - $4.4M
|
31.6K
$5M
|
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-190- 0.64% |
$23.4K - $26.5K
|
29.6K
$4.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2- 0.37% |
$246 - $279
|
533
$84.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-241- 1.98% |
$29.7K - $33.6K
|
11.9K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
13New |
$1.6K - $1.81K
|
13
$2.05K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-55- 3.66% |
$6.77K - $7.66K
|
1.45K
$229K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-318- 10.62% |
$39.1K - $44.3K
|
2.68K
$423K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.06% |
$123 - $139
|
1.59K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
740New |
$91.1K - $103K
|
740
$117K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-726- 15.74% |
$89.4K - $101K
|
3.89K
$614K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
109New |
$13.4K - $15.2K
|
109
$17.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
79New |
$9.73K - $11K
|
79
$12.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8+ 28.57% |
$985 - $1.11K
|
36
$5.69K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
271+ 6.02% |
$33.4K - $37.8K
|
4.77K
$755K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
422New |
$52K - $58.8K
|
422
$66.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
15New |
$1.85K - $2.09K
|
15
$2.37K
|
|
|
Feb 04, 2025
Q4 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-1.29K- 5.14% |
$158K - $179K
|
23.7K
$3.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
7.23K+ 53.65% |
$889K - $1.01M
|
20.7K
$3.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-53- 1.23% |
$6.52K - $7.38K
|
4.24K
$670K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.61K+ 22.46% |
$198K - $225K
|
8.79K
$1.39M
|