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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
154+ 7.4% |
$19.1K - $24.2K
|
2.23K
$340K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.78K- 14.92% |
$221K - $279K
|
10.1K
$1.54M
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
18.8K+ 51.17% |
$2.33M - $2.95M
|
55.5K
$8.45M
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.42KNew |
$176K - $223K
|
1.42K
$216K
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2K- 12.05% |
$248K - $314K
|
14.6K
$2.22M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
167KNew |
$20.7M - $26.1M
|
167K
$25.4M
|
|
May 15, 2025
Q1 2025
|
Gsi Capital Advisors LLC
Newport Beach, CA |
BUY
|
- |
8.04K+ 10.95% |
$997K - $1.26M
|
81.4K
$12.4M
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-529- 22.79% |
$65.6K - $83K
|
1.79K
$273K
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
7.06KNew |
$876K - $1.11M
|
7.06K
$1.07M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.6K+ 32.28% |
$2.81M - $3.55M
|
92.8K
$14.1M
|
|
May 15, 2025
Q1 2025
|
Heitman Real Estate Securities LLC
Chicago, IL |
BUY
|
- |
432K+ 66.57% |
$53.6M - $67.7M
|
1.08M
$164M
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-326- 0.03% |
$40.4K - $51.1K
|
972K
$148M
|
|
May 15, 2025
Q1 2025
|
Bamco Inc
New York, NY |
BUY
|
- |
171K+ 14.83% |
$21.2M - $26.8M
|
1.32M
$201M
|
|
May 15, 2025
Q1 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
109K+ 232.45% |
$13.6M - $17.1M
|
156K
$23.8M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.3K- 3.24% |
$3.26M - $4.12M
|
784K
$119M
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.23K+ 14.05% |
$153K - $194K
|
10K
$1.53M
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
63.6K+ 72.14% |
$7.89M - $9.98M
|
152K
$23.1M
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-187K- 2.88% |
$23.3M - $29.4M
|
6.33M
$964M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.78K+ 5.91% |
$593K - $750K
|
85.7K
$13M
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
196K+ 117.38% |
$24.3M - $30.8M
|
363K
$55.3M
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-11.1K- 63.27% |
$1.38M - $1.75M
|
6.46K
$983K
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
393+ 1.05% |
$48.8K - $61.6K
|
37.9K
$5.77M
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-43.3K- 53.86% |
$5.37M - $6.79M
|
37.1K
$5.65M
|
|
May 15, 2025
Q1 2025
|
Digital Bridge Group, Inc.
Boca Raton, FL |
BUY
|
PUT |
1.5K+ 15.63% |
$186K - $235K
|
11.1K
$1.69M
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
386K+ 27.78% |
$47.8M - $60.5M
|
1.77M
$270M
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
245New |
$30.4K - $38.4K
|
245
$37.3K
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.37K- 58.64% |
$293K - $371K
|
1.67K
$254K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 0.16% |
$124 - $157
|
625
$95.2K
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
4.02K+ 4.82% |
$499K - $631K
|
87.4K
$13.3M
|
|
May 15, 2025
Q1 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
3.85KNew |
$478K - $604K
|
3.85K
$586K
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
3.01KNew |
$373K - $472K
|
3.01K
$458K
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
12+ 0.46% |
$1.49K - $1.88K
|
2.61K
$398K
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-15.3K- 5.14% |
$1.89M - $2.4M
|
282K
$43M
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.98K- 22.39% |
$246K - $311K
|
6.87K
$1.05M
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.42K+ 8.29% |
$549K - $694K
|
57.8K
$8.8M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
131+ 3.41% |
$16.3K - $20.5K
|
3.98K
$605K
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
492+ 20.09% |
$61K - $77.2K
|
2.94K
$448K
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-17.5K- 5.46% |
$2.17M - $2.74M
|
302K
$46.1M
|
|
May 15, 2025
Q1 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
2.07K+ 10.69% |
$257K - $324K
|
21.4K
$3.26M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
177K+ 4257.54% |
$22M - $27.8M
|
181K
$27.6M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.71K+ 2.19% |
$336K - $425K
|
126K
$19.3M
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
10New |
$1.24K - $1.57K
|
10
$1.52K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.27K+ 22.21% |
$157K - $199K
|
6.97K
$1.06M
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.49K+ 197.96% |
$433K - $548K
|
5.26K
$801K
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-1.88K- 50.51% |
$233K - $294K
|
1.84K
$280K
|
|
May 15, 2025
Q1 2025
|
Flat Footed LLC
Wilson, WY |
SELL
|
PUT |
-294K- 40.07% |
$36.4M - $46.1M
|
439K
$66.9M
|
|
May 15, 2025
Q1 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-449K- 77.17% |
$55.7M - $70.4M
|
133K
$20.2M
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
1.8K+ 6.67% |
$223K - $282K
|
28.8K
$4.38M
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 193.34% |
$1.67M - $2.11M
|
20.4K
$3.11M
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-33.8K- 50.45% |
$4.19M - $5.3M
|
33.2K
$5.05M
|