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 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
369+ 4.31% |
$61.2K - $71.5K
|
8.94K
$1.73M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
129+ 0.24% |
$21.4K - $25K
|
53.1K
$10.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
510+ 7.97% |
$84.6K - $98.8K
|
6.91K
$1.34M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
75New |
$12.4K - $14.5K
|
75
$14.5K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
255+ 11.76% |
$42.3K - $49.4K
|
2.42K
$470K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.8K+ 87.6% |
$464K - $542K
|
5.99K
$1.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
156+ 5.17% |
$25.9K - $30.2K
|
3.17K
$615K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.49KNew |
$248K - $289K
|
1.49K
$289K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
3+ 0.09% |
$498 - $581
|
3.44K
$667K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
131+ 10.39% |
$21.7K - $25.4K
|
1.39K
$270K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.72KNew |
$285K - $333K
|
1.72K
$333K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3- 0.02% |
$498 - $581
|
13.7K
$2.66M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-2.06K- 16.18% |
$342K - $399K
|
10.7K
$2.07M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
35+ 28.0% |
$5.81K - $6.78K
|
160
$31K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
30KNew |
$4.97M - $5.8M
|
30K
$5.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.42K+ 24.08% |
$734K - $857K
|
22.8K
$4.42M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
118+ 10.07% |
$19.6K - $22.9K
|
1.29K
$250K
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
4+ 0.21% |
$664 - $775
|
1.95K
$378K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-100- 50.0% |
$16.6K - $19.4K
|
100
$19.4K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.39K+ 10.05% |
$231K - $270K
|
15.3K
$2.96M
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
169K+ 90.99% |
$25.4M - $30M
|
354K
$68.6M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7+ 1.66% |
$1.05K - $1.25K
|
429
$83.1K
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
8.4K+ 53.85% |
$1.27M - $1.5M
|
24K
$4.65M
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-6.58K- 12.34% |
$992K - $1.17M
|
46.7K
$9.06M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
165+ 5.24% |
$24.9K - $29.4K
|
3.31K
$642K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
400+ 1.45% |
$60.3K - $71.3K
|
28K
$5.44M
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
7+ 0.32% |
$1.05K - $1.25K
|
2.2K
$426K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-253- 7.1% |
$38.1K - $45.1K
|
3.31K
$641K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
876+ 4.2% |
$132K - $156K
|
21.8K
$4.22M
|
|
|
Dec 01, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
520+ 15.55% |
$78.4K - $92.6K
|
3.87K
$749K
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
4.2K+ 0.2% |
$633K - $748K
|
2.08M
$404M
|
|
|
Dec 01, 2025
Q3 2025
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
1.8KNew |
$271K - $321K
|
1.8K
$349K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
41New |
$6.18K - $7.3K
|
41
$7.95K
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.22KNew |
$184K - $217K
|
1.22K
$236K
|
|
|
Nov 25, 2025
Q3 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
1.59K+ 1.61% |
$240K - $283K
|
100K
$19.4M
|
|
|
Nov 24, 2025
Q3 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.69% |
$151 - $178
|
146
$28.3K
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-14- 0.63% |
$2.11K - $2.49K
|
2.2K
$426K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22- 6.98% |
$3.32K - $3.92K
|
293
$56.8K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-3.27K- 1.22% |
$493K - $583K
|
265K
$51.3M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
686+ 8.47% |
$103K - $122K
|
8.79K
$1.7M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
701+ 31.62% |
$106K - $125K
|
2.92K
$566K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-32- 1.67% |
$4.82K - $5.7K
|
1.88K
$365K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.25K- 98.99% |
$490K - $579K
|
33
$6.4K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
729+ 5.65% |
$110K - $130K
|
13.6K
$2.64M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-1K- 34.59% |
$151K - $179K
|
1.9K
$368K
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.15% |
$301 - $356
|
1.35K
$262K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.84K+ 24.22% |
$427K - $505K
|
14.5K
$2.82M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.54K+ 1.89% |
$232K - $274K
|
82.7K
$16M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-20- 8.85% |
$3.01K - $3.56K
|
206
$39.9K
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
4.61KNew |
$695K - $821K
|
4.61K
$894K
|
|