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
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
3.08KNew |
$379K - $429K
|
3.08K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
6New |
$739 - $836
|
6
$877
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
60New |
$7.39K - $8.36K
|
60
$8.77K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-100- 4.5% |
$12.3K - $13.9K
|
2.12K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-11- 2.63% |
$1.35K - $1.53K
|
408
$59.6K
|
|
|
Feb 14, 2025
Q4 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
18.7K+ 18.71% |
$2.3M - $2.6M
|
118K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
174+ 3.15% |
$21.4K - $24.2K
|
5.7K
$833K
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
SELL
|
- |
-241K- 39.33% |
$29.7M - $33.6M
|
372K
$54.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-312K- 8.2% |
$38.4M - $43.4M
|
3.49M
$510M
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-210- 17.5% |
$25.9K - $29.3K
|
990
$145K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.9K- 68.14% |
$1.46M - $1.65M
|
5.55K
$811K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-101K- 13.9% |
$12.4M - $14.1M
|
625K
$91.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.14K- 2.42% |
$140K - $159K
|
46.1K
$6.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.01K- 12.03% |
$124K - $140K
|
7.36K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
617+ 8.46% |
$76K - $85.9K
|
7.91K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.3K+ 0.57% |
$160K - $181K
|
227K
$33.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
120K+ 23.82% |
$14.7M - $16.7M
|
623K
$91M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
71.5K+ 22.08% |
$8.8M - $9.95M
|
395K
$57.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-264- 9.08% |
$32.5K - $36.8K
|
2.65K
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
315+ 19.48% |
$38.8K - $43.9K
|
1.93K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
5.51K+ 7.01% |
$678K - $767K
|
84.1K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
21K+ 7.02% |
$2.59M - $2.93M
|
320K
$46.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
486+ 17.41% |
$59.8K - $67.7K
|
3.28K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.81KNew |
$345K - $391K
|
2.81K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
326K+ 5100.85% |
$40.1M - $45.4M
|
332K
$48.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.65K+ 0.09% |
$819K - $926K
|
7.42M
$1.09B
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
7.14K+ 2.46% |
$879K - $995K
|
297K
$43.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
18+ 0.65% |
$2.22K - $2.51K
|
2.79K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
169+ 3.05% |
$20.8K - $23.5K
|
5.71K
$835K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.92K+ 3.89% |
$236K - $267K
|
51.2K
$7.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.7K+ 5.23% |
$332K - $376K
|
54.3K
$7.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
23.6K+ 1.79% |
$2.9M - $3.28M
|
1.34M
$196M
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
42.4K+ 135.83% |
$5.22M - $5.91M
|
73.6K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
199K+ 424.05% |
$24.5M - $27.8M
|
246K
$36M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-283K- 3.64% |
$34.8M - $39.4M
|
7.48M
$1.09B
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-64.8K- 10.57% |
$7.97M - $9.02M
|
548K
$80.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
14.4K+ 19.25% |
$1.77M - $2M
|
89.1K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17.9K+ 1513.02% |
$2.2M - $2.49M
|
19.1K
$2.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
15New |
$1.85K - $2.09K
|
15
$2.19K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-250- 3.79% |
$30.8K - $34.8K
|
6.35K
$928K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-58- 9.63% |
$7.14K - $8.08K
|
544
$79.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
14.7K+ 50.24% |
$1.81M - $2.05M
|
43.9K
$6.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
37.2KNew |
$4.58M - $5.18M
|
37.2K
$5.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
10.5K+ 198.4% |
$1.29M - $1.46M
|
15.8K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-30- 1.57% |
$3.69K - $4.18K
|
1.89K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-843K- 50.06% |
$104M - $117M
|
841K
$123M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-411- 6.56% |
$50.6K - $57.3K
|
5.86K
$857K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.2K+ 21.96% |
$147K - $167K
|
6.64K
$971K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.52K+ 18.0% |
$187K - $212K
|
9.97K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
112+ 1.92% |
$13.8K - $15.6K
|
5.95K
$869K
|