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 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
8+ 4.57% |
$992 - $1.25K
|
183
$27.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-124- 1.63% |
$15.4K - $19.5K
|
7.48K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.08KNew |
$258K - $326K
|
2.08K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
134+ 7.84% |
$16.6K - $21K
|
1.84K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
384+ 19.88% |
$47.6K - $60.2K
|
2.32K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.5K+ 5.34% |
$186K - $236K
|
29.7K
$4.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.21K+ 9.53% |
$398K - $504K
|
36.9K
$5.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
435+ 24.76% |
$54K - $68.2K
|
2.19K
$334K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-974- 23.99% |
$121K - $153K
|
3.09K
$471K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-23- 17.97% |
$2.85K - $3.61K
|
105
$16K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
8.96K+ 2.44% |
$1.11M - $1.4M
|
375K
$57.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.59KNew |
$197K - $250K
|
1.59K
$243K
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.81KNew |
$225K - $285K
|
1.81K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.39% |
$496 - $627
|
1.03K
$158K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.15K- 15.85% |
$143K - $181K
|
6.11K
$932K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.24K- 49.02% |
$402K - $508K
|
3.37K
$514K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.17K- 36.43% |
$765K - $968K
|
10.8K
$1.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
323+ 24.71% |
$40.1K - $50.7K
|
1.63K
$249K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
77+ 1.77% |
$9.55K - $12.1K
|
4.43K
$676K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
599New |
$74.3K - $94K
|
599
$91.4K
|
|
|
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
$72.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
194+ 1.35% |
$24.1K - $30.4K
|
14.5K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
139+ 4.13% |
$17.2K - $21.8K
|
3.5K
$535K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-107- 2.15% |
$13.3K - $16.8K
|
4.87K
$743K
|
|
|
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
$71.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
7.8K+ 25.44% |
$967K - $1.22M
|
38.4K
$5.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
1.7K+ 4.72% |
$211K - $267K
|
37.7K
$5.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5.73KNew |
$710K - $898K
|
5.73K
$874K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
9+ 0.42% |
$1.12K - $1.41K
|
2.17K
$332K
|
|
|
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
$11.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
1.79KNew |
$222K - $280K
|
1.79K
$273K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-292- 12.86% |
$36.2K - $45.8K
|
1.98K
$302K
|
|
|
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
$225K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-216- 37.57% |
$26.8K - $33.9K
|
359
$54.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-141- 5.28% |
$17.5K - $22.1K
|
2.53K
$386K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-552- 78.97% |
$68.5K - $86.6K
|
147
$22.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 1.18% |
$372 - $471
|
258
$39.4K
|
|
|
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
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
347+ 7.4% |
$43K - $54.4K
|
5.03K
$768K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
69+ 1.22% |
$8.56K - $10.8K
|
5.74K
$876K
|
|
|
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
$145K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
3.31KNew |
$410K - $519K
|
3.31K
$504K
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
1.13K+ 35.33% |
$140K - $177K
|
4.32K
$659K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
38+ 0.91% |
$4.71K - $5.96K
|
4.22K
$644K
|