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 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
1.54MNew |
$190M - $215M
|
1.54M
$237M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
98New |
$12.1K - $13.7K
|
98
$15K
|
|
|
Feb 27, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.15K+ 11.81% |
$141K - $160K
|
10.9K
$1.67M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
44New |
$5.42K - $6.13K
|
44
$6.75K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 5.13% |
$246 - $279
|
41
$6.29K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
115+ 2.44% |
$14.2K - $16K
|
4.82K
$740K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.26K- 15.69% |
$524K - $593K
|
22.9K
$3.51M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
506New |
$62.3K - $70.5K
|
506
$77.7K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-420- 9.58% |
$51.7K - $58.5K
|
3.97K
$609K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-118- 2.54% |
$14.5K - $16.4K
|
4.52K
$694K
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
2.48KNew |
$305K - $345K
|
2.48K
$380K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
111New |
$13.7K - $15.5K
|
111
$17K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.88K+ 284.78% |
$970K - $1.1M
|
10.6K
$1.63M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17+ 8.13% |
$2.09K - $2.37K
|
226
$34.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.87K- 54.69% |
$599K - $678K
|
4.03K
$619K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4.61K+ 0.42% |
$568K - $642K
|
1.1M
$169M
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
11.2KNew |
$1.38M - $1.57M
|
11.2K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-38.4K- 10.72% |
$4.73M - $5.35M
|
320K
$49.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
CALL |
-64.9K- 82.89% |
$7.99M - $9.04M
|
13.4K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-102K- 5.24% |
$12.6M - $14.3M
|
1.85M
$284M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
52.5K+ 51.63% |
$6.46M - $7.31M
|
154K
$23.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
6.98KNew |
$860K - $973K
|
6.98K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-46.7K- 0.97% |
$5.75M - $6.5M
|
4.79M
$735M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
417K+ 59.01% |
$51.3M - $58.1M
|
1.12M
$173M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
1.1KNew |
$135K - $153K
|
1.1K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
124KNew |
$15.2M - $17.3M
|
124K
$19M
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
5.51KNew |
$679K - $768K
|
5.51K
$846K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.26K+ 63.58% |
$1.02M - $1.15M
|
21.3K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.05K+ 3.03% |
$129K - $146K
|
35.6K
$5.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
137K+ 193.56% |
$16.9M - $19.1M
|
208K
$31.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
3.94K+ 13.88% |
$485K - $549K
|
32.3K
$4.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7.86K+ 0.36% |
$967K - $1.09M
|
2.21M
$339M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
745+ 3.89% |
$91.7K - $104K
|
19.9K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-4.42K- 5.37% |
$544K - $615K
|
77.8K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.98K- 31.26% |
$737K - $833K
|
13.2K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-1.1K- 22.45% |
$135K - $153K
|
3.8K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 22.31% |
$180K - $204K
|
5.09K
$781K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59.5K+ 31.4% |
$7.32M - $8.29M
|
249K
$38.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
59.6K+ 34.92% |
$7.34M - $8.3M
|
230K
$35.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
7.96K+ 5.26% |
$980K - $1.11M
|
159K
$24.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.65KNew |
$696K - $788K
|
5.65K
$868K
|
|
|
Feb 14, 2025
Q4 2024
|
Grs Advisors, LLC
Chicago, IL |
BUY
|
- |
14.9K+ 76.55% |
$1.84M - $2.08M
|
34.5K
$5.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-7.32K- 2.09% |
$902K - $1.02M
|
343K
$52.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.08K+ 16.18% |
$255K - $289K
|
14.9K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
807K+ 2.26% |
$99.3M - $112M
|
36.4M
$5.59B
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.16K+ 18.57% |
$266K - $301K
|
13.8K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-245- 9.23% |
$30.2K - $34.1K
|
2.41K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-50- 0.34% |
$6.16K - $6.97K
|
14.5K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
838+ 48.75% |
$103K - $117K
|
2.56K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-8K- 24.24% |
$985K - $1.11M
|
25K
$3.84M
|