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 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-45.4K- 23.1% |
$6.84M - $8.08M
|
151K
$29.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
130+ 2.95% |
$19.6K - $23.2K
|
4.54K
$879K
|
|
|
Nov 03, 2025
Q3 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-174- 7.43% |
$26.2K - $31K
|
2.17K
$420K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
35.1K+ 20.06% |
$5.29M - $6.25M
|
210K
$40.7M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-26.8K- 3.38% |
$4.04M - $4.77M
|
767K
$149M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
924+ 9.49% |
$139K - $165K
|
10.7K
$2.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
234+ 12.44% |
$35.3K - $41.7K
|
2.12K
$410K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-5- 0.09% |
$754 - $891
|
5.27K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-168- 13.38% |
$25.3K - $29.9K
|
1.09K
$211K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.28K- 41.12% |
$193K - $228K
|
1.83K
$355K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-31- 0.31% |
$4.67K - $5.52K
|
9.98K
$1.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-613- 6.08% |
$92.4K - $109K
|
9.46K
$1.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
11+ 8.09% |
$1.66K - $1.96K
|
147
$28.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3.36K+ 95.84% |
$507K - $599K
|
6.87K
$1.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
61+ 1.32% |
$9.19K - $10.9K
|
4.7K
$910K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-140- 3.0% |
$21.1K - $24.9K
|
4.52K
$877K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
105+ 36.21% |
$15.8K - $18.7K
|
395
$76.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
175+ 5.81% |
$26.4K - $31.2K
|
3.19K
$618K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.16K- 57.16% |
$476K - $562K
|
2.37K
$459K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-18.4K- 80.77% |
$2.77M - $3.28M
|
4.38K
$849K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
27New |
$4.07K - $4.81K
|
27
$5.23K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.21KNew |
$183K - $216K
|
1.21K
$235K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
25New |
$3.77K - $4.45K
|
25
$4.85K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.06% |
$151 - $178
|
1.72K
$333K
|
|
|
Nov 03, 2025
Q3 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.86K+ 2.47% |
$430K - $509K
|
118K
$23M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.48K+ 0.78% |
$224K - $264K
|
191K
$37M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.44K+ 16.55% |
$217K - $257K
|
10.2K
$1.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
133+ 3.23% |
$20K - $23.7K
|
4.25K
$823K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4+ 4.6% |
$603 - $713
|
91
$17.6K
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
34.5K+ 2.08% |
$5.2M - $6.15M
|
1.69M
$328M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.13KNew |
$170K - $201K
|
1.13K
$219K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
35+ 2.58% |
$5.27K - $6.23K
|
1.39K
$270K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
26New |
$3.92K - $4.63K
|
26
$5.04K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-2.76K- 0.55% |
$415K - $491K
|
500K
$96.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
14.7K+ 3.58% |
$2.21M - $2.61M
|
424K
$82.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
56.2K+ 15.53% |
$8.47M - $10M
|
418K
$81.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
60+ 3.43% |
$9.04K - $10.7K
|
1.81K
$350K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-357- 4.3% |
$53.8K - $63.6K
|
7.95K
$1.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.65KNew |
$248K - $293K
|
1.65K
$319K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
21.9K+ 52.2% |
$3.3M - $3.9M
|
63.8K
$12.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
199+ 3.21% |
$30K - $35.4K
|
6.4K
$1.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
6.6K+ 7.66% |
$994K - $1.18M
|
92.7K
$18M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.47KNew |
$221K - $261K
|
1.47K
$284K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.39K- 31.45% |
$209K - $247K
|
3.02K
$586K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-31- 0.77% |
$4.67K - $5.52K
|
3.98K
$770K
|
|
|
Oct 31, 2025
Q3 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.05K+ 18.16% |
$158K - $187K
|
6.84K
$1.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
9.37K+ 1.92% |
$1.41M - $1.67M
|
496K
$96.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-14- 3.2% |
$2.11K - $2.49K
|
424
$82.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.25K+ 1.66% |
$189K - $223K
|
76.6K
$14.8M
|
|
|
Oct 31, 2025
Q3 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-522- 2.09% |
$78.7K - $93K
|
24.4K
$4.74M
|
|