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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
21.9K+ 3.35% |
$3.3M - $3.9M
|
675K
$131M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-397- 0.9% |
$59.8K - $70.7K
|
43.9K
$8.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
603+ 3.47% |
$90.9K - $107K
|
18K
$3.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
429KNew |
$64.6M - $76.4M
|
429K
$83.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
246+ 585.71% |
$37.1K - $43.8K
|
288
$55.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
7.34K+ 41.15% |
$1.11M - $1.31M
|
25.2K
$4.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-314- 10.61% |
$47.3K - $55.9K
|
2.65K
$513K
|
|
|
Nov 10, 2025
Q3 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
5.56K+ 13.56% |
$838K - $990K
|
46.5K
$9.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Tredje Ap Fonden
|
BUY
|
- |
60K+ 73.69% |
$9.04M - $10.7M
|
141K
$27.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
3.85K+ 1.89% |
$580K - $686K
|
207K
$40.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-201K- 24.17% |
$30.3M - $35.8M
|
631K
$122M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
29.5K+ 14.8% |
$4.45M - $5.26M
|
229K
$44.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
30New |
$4.52K - $5.34K
|
30
$5.81K
|
|
|
Nov 10, 2025
Q3 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-200- 0.06% |
$30.1K - $35.6K
|
346K
$67.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-40- 1.4% |
$6.03K - $7.13K
|
2.82K
$547K
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
10KNew |
$1.51M - $1.78M
|
10K
$1.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-392- 3.41% |
$59.1K - $69.8K
|
11.1K
$2.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-11.5K- 69.04% |
$1.73M - $2.04M
|
5.14K
$995K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.4K- 14.47% |
$211K - $250K
|
8.29K
$1.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
824+ 0.78% |
$124K - $147K
|
107K
$20.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
654K+ 8.93% |
$98.6M - $117M
|
7.98M
$1.55B
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-146- 4.76% |
$22K - $26K
|
2.92K
$567K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-10.5K- 24.09% |
$1.59M - $1.88M
|
33.2K
$6.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.28K+ 5.93% |
$192K - $227K
|
22.8K
$4.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.31K+ 9.2% |
$197K - $233K
|
15.5K
$3.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-318- 5.51% |
$47.9K - $56.6K
|
5.45K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.75K+ 40.67% |
$264K - $312K
|
6.07K
$1.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
250+ 4.28% |
$37.7K - $44.5K
|
6.1K
$1.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
420New |
$63.3K - $74.8K
|
420
$81.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
382+ 8.2% |
$57.6K - $68K
|
5.04K
$977K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.99KNew |
$601K - $710K
|
3.99K
$773K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-300- 17.73% |
$45.2K - $53.4K
|
1.39K
$270K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
257+ 13.68% |
$38.7K - $45.8K
|
2.14K
$414K
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-142- 22.43% |
$21.4K - $25.3K
|
491
$95.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-619- 2.43% |
$93.3K - $110K
|
24.8K
$4.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
1.2KNew |
$181K - $214K
|
1.2K
$233K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
602+ 116.22% |
$90.7K - $107K
|
1.12K
$217K
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
3.07KNew |
$463K - $547K
|
3.07K
$595K
|
|
|
Nov 10, 2025
Q3 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-51K- 37.52% |
$7.68M - $9.08M
|
84.8K
$16.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
43+ 3.83% |
$6.48K - $7.66K
|
1.17K
$226K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
615+ 9.62% |
$92.7K - $110K
|
7.01K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
31+ 2.03% |
$4.67K - $5.52K
|
1.56K
$301K
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-19- 0.55% |
$2.86K - $3.38K
|
3.44K
$667K
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
4.27K+ 31.0% |
$643K - $760K
|
18K
$3.5M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
19+ 0.42% |
$2.86K - $3.38K
|
4.52K
$875K
|
|
|
Nov 10, 2025
Q3 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
47.4K+ 331.46% |
$7.14M - $8.44M
|
61.7K
$12M
|
|
|
Nov 10, 2025
Q3 2025
|
Aew Capital Management L P
|
SELL
|
- |
-78.2K- 6.1% |
$11.8M - $13.9M
|
1.21M
$234M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
11.1K+ 4.88% |
$1.68M - $1.99M
|
240K
$46.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
350+ 4.18% |
$52.7K - $62.3K
|
8.73K
$1.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
368+ 3.34% |
$55.5K - $65.6K
|
11.4K
$2.21M
|
|