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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
599+ 379.11% |
$99.4K - $116K
|
757
$147K
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1New |
$166 - $194
|
1
$194
|
|
|
Jan 20, 2026
Q4 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-12- 0.73% |
$1.99K - $2.33K
|
1.62K
$315K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.79K+ 21.84% |
$628K - $734K
|
21.1K
$4.09M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
996+ 2929.41% |
$165K - $193K
|
1.03K
$200K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
5.19K+ 275.72% |
$861K - $1.01M
|
7.07K
$1.37M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
37+ 2.6% |
$6.14K - $7.17K
|
1.46K
$283K
|
|
|
Jan 20, 2026
Q4 2025
|
Sara Bay Financial
|
SELL
|
- |
-21- 0.41% |
$3.48K - $4.07K
|
5.14K
$995K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
829+ 15.43% |
$138K - $161K
|
6.2K
$1.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.88K- 2.5% |
$312K - $364K
|
73.3K
$14.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-113- 9.36% |
$18.8K - $21.9K
|
1.09K
$212K
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-117- 9.75% |
$19.4K - $22.7K
|
1.08K
$210K
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-505- 3.79% |
$83.8K - $97.9K
|
12.8K
$2.49M
|
|
|
Jan 20, 2026
Q4 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
90+ 1.38% |
$14.9K - $17.4K
|
6.61K
$1.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.3K+ 10.54% |
$381K - $445K
|
24.1K
$4.67M
|
|
|
Jan 20, 2026
Q4 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-835- 3.62% |
$139K - $162K
|
22.3K
$4.31M
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-393- 4.21% |
$65.2K - $76.2K
|
8.94K
$1.73M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
566+ 6.98% |
$93.9K - $110K
|
8.68K
$1.68M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
78+ 5.88% |
$12.9K - $15.1K
|
1.4K
$272K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
63+ 6.29% |
$10.5K - $12.2K
|
1.06K
$206K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 8.46% |
$169K - $197K
|
13.1K
$2.53M
|
|
|
Jan 20, 2026
Q4 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-2.86K- 1.26% |
$474K - $554K
|
224K
$43.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.02K+ 17.98% |
$336K - $392K
|
13.3K
$2.57M
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
45+ 9.98% |
$7.47K - $8.72K
|
496
$96.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4+ 0.28% |
$664 - $775
|
1.43K
$277K
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-28- 0.27% |
$4.65K - $5.43K
|
10.2K
$1.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.15% |
$332 - $388
|
1.36K
$263K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
67New |
$11.1K - $13K
|
67
$13K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-129- 4.02% |
$21.4K - $25K
|
3.08K
$597K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
177+ 33.91% |
$29.4K - $34.3K
|
699
$135K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.46K+ 9.4% |
$243K - $284K
|
17K
$3.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-200- 14.29% |
$33.2K - $38.8K
|
1.2K
$233K
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
20.3K+ 549.66% |
$3.36M - $3.93M
|
24K
$4.65M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-68- 5.84% |
$11.3K - $13.2K
|
1.1K
$213K
|
|
|
Jan 16, 2026
Q4 2025
|
Asset Planning Services Inc
|
BUY
|
- |
35KNew |
$5.81M - $6.79M
|
35K
$6.79M
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
59+ 62.77% |
$9.79K - $11.4K
|
153
$29.7K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-1.98K- 5.94% |
$328K - $383K
|
31.3K
$6.07M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-4.13K- 0.24% |
$686K - $801K
|
1.72M
$333M
|
|
|
Jan 16, 2026
Q4 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
3.66K+ 53.61% |
$608K - $710K
|
10.5K
$2.03M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
14New |
$2.32K - $2.71K
|
14
$2.71K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
450+ 7.32% |
$74.7K - $87.2K
|
6.6K
$1.28M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-82- 2.32% |
$13.6K - $15.9K
|
3.45K
$668K
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.25KNew |
$871K - $1.02M
|
5.25K
$1.02M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
11.1K+ 231.72% |
$1.84M - $2.14M
|
15.8K
$3.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
33.3K+ 6.7% |
$5.52M - $6.45M
|
530K
$103M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.82K+ 15.03% |
$1.13M - $1.32M
|
52.2K
$10.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.91K+ 7.21% |
$649K - $758K
|
58.1K
$11.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.15KNew |
$190K - $222K
|
1.15K
$222K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
482+ 17.66% |
$80K - $93.4K
|
3.21K
$623K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
4New |
$664 - $775
|
4
$775
|
|