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
|
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
|
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
|
|
|
Oct 31, 2025
Q3 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1.4K+ 3.15% |
$211K - $249K
|
45.8K
$8.88M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
7.82KNew |
$1.18M - $1.39M
|
7.82K
$1.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.97K+ 2.59% |
$296K - $350K
|
77.9K
$15.1M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
256+ 9.12% |
$38.6K - $45.6K
|
3.06K
$594K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
124+ 7.51% |
$18.7K - $22.1K
|
1.78K
$344K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-71- 5.08% |
$10.7K - $12.6K
|
1.33K
$257K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
227+ 3.26% |
$34.2K - $40.4K
|
7.19K
$1.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
5.46K+ 36.4% |
$822K - $972K
|
20.4K
$3.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-5.01K- 5.65% |
$755K - $892K
|
83.7K
$16.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
124KNew |
$18.6M - $22M
|
124K
$24M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-27- 11.64% |
$4.07K - $4.81K
|
205
$39.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
77+ 5.27% |
$11.6K - $13.7K
|
1.54K
$298K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.24KNew |
$187K - $221K
|
1.24K
$240K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-231K- 16.38% |
$34.9M - $41.2M
|
1.18M
$229M
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-306- 4.06% |
$46.1K - $54.5K
|
7.23K
$1.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
188+ 13.63% |
$28.3K - $33.5K
|
1.57K
$304K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-261- 8.49% |
$39.3K - $46.5K
|
2.81K
$545K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-42.5K- 75.88% |
$6.41M - $7.58M
|
13.5K
$2.62M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
2.3K+ 35.36% |
$347K - $410K
|
8.82K
$1.71M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.78KNew |
$420K - $496K
|
2.78K
$540K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 0.28% |
$301 - $356
|
722
$140K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
136+ 6.48% |
$20.5K - $24.2K
|
2.24K
$433K
|
|