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 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
253+ 15.53% |
$42K - $49K
|
1.88K
$365K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.63K- 13.95% |
$437K - $510K
|
16.2K
$3.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
29+ 0.74% |
$4.81K - $5.62K
|
3.95K
$765K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.12K+ 6.19% |
$185K - $216K
|
19.2K
$3.71M
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-2.45K- 5.25% |
$407K - $475K
|
44.3K
$8.58M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.37KNew |
$559K - $652K
|
3.37K
$652K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
131+ 26.2% |
$21.7K - $25.4K
|
631
$122K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
23.1K+ 552.96% |
$3.84M - $4.49M
|
27.3K
$5.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
763+ 2934.62% |
$127K - $148K
|
789
$153K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
289+ 8.14% |
$48K - $56K
|
3.84K
$744K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-46- 4.76% |
$7.63K - $8.92K
|
921
$179K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-143- 7.75% |
$23.7K - $27.7K
|
1.7K
$330K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
18+ 2.72% |
$2.99K - $3.49K
|
680
$132K
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-255- 4.51% |
$42.3K - $49.4K
|
5.39K
$1.05M
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.02% |
$830 - $969
|
21.1K
$4.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
655+ 46.19% |
$109K - $127K
|
2.07K
$402K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.14KNew |
$190K - $222K
|
1.14K
$222K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-259- 5.23% |
$43K - $50.2K
|
4.69K
$910K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
300+ 12.62% |
$49.8K - $58.1K
|
2.68K
$519K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-47- 0.28% |
$7.8K - $9.11K
|
16.8K
$3.25M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
3.5KNew |
$580K - $678K
|
3.5K
$678K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
214+ 6.29% |
$35.5K - $41.5K
|
3.62K
$701K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-296- 14.79% |
$49.1K - $57.4K
|
1.71K
$331K
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-728- 51.63% |
$121K - $141K
|
682
$132K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-148- 0.42% |
$24.6K - $28.7K
|
35.5K
$6.88M
|
|
|
Jan 13, 2026
Q4 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.11KNew |
$185K - $216K
|
1.11K
$216K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-149- 7.86% |
$24.7K - $28.9K
|
1.75K
$339K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.27K- 5.23% |
$211K - $247K
|
23.1K
$4.47M
|
|
|
Jan 13, 2026
Q4 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
2+ 0.06% |
$332 - $388
|
3.57K
$691K
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-84- 1.03% |
$13.9K - $16.3K
|
8.1K
$1.57M
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
5.16K+ 7.32% |
$856K - $999K
|
75.6K
$14.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
11.1K+ 6.54% |
$1.84M - $2.15M
|
181K
$35.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-229- 4.08% |
$38K - $44.4K
|
5.39K
$1.04M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-609- 11.19% |
$101K - $118K
|
4.83K
$937K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.1KNew |
$183K - $214K
|
1.1K
$214K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
32+ 1.77% |
$5.31K - $6.2K
|
1.84K
$356K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
7+ 0.35% |
$1.16K - $1.36K
|
2.01K
$390K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
10+ 0.53% |
$1.66K - $1.94K
|
1.91K
$370K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.59K+ 5.77% |
$264K - $308K
|
29.2K
$5.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-415- 24.18% |
$68.9K - $80.4K
|
1.3K
$252K
|
|
|
Jan 12, 2026
Q4 2025
|
Pensionfund Sabic
|
BUY
|
- |
1K+ 3.63% |
$166K - $194K
|
28.6K
$5.54M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
661+ 9.99% |
$110K - $128K
|
7.28K
$1.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
143+ 9.26% |
$23.7K - $27.7K
|
1.69K
$327K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-205- 2.64% |
$34K - $39.7K
|
7.56K
$1.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
17+ 2.19% |
$2.82K - $3.29K
|
793
$154K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-279- 18.43% |
$46.3K - $54.1K
|
1.24K
$239K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
4+ 30.77% |
$664 - $775
|
17
$3.29K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2KNew |
$331K - $387K
|
2K
$387K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
3.39K+ 3.78% |
$562K - $656K
|
93K
$18M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-4.08K- 29.48% |
$676K - $790K
|
9.75K
$1.89M
|
|