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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Windward Capital Management CO
|
SELL
|
- |
-304- 0.66% |
$45.8K - $54.2K
|
45.8K
$8.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-20- 7.55% |
$3.01K - $3.56K
|
245
$47.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-73.4K- 9.53% |
$11.1M - $13.1M
|
696K
$135M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
63+ 3.38% |
$9.49K - $11.2K
|
1.93K
$374K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
124+ 9.7% |
$18.7K - $22.1K
|
1.4K
$272K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
19.6KNew |
$2.95M - $3.49M
|
19.6K
$3.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
73K+ 31.48% |
$11M - $13M
|
305K
$59.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.06KNew |
$160K - $190K
|
1.06K
$206K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.24K- 8.21% |
$187K - $221K
|
13.8K
$2.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-690- 50.66% |
$104K - $123K
|
672
$130K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.13KNew |
$170K - $201K
|
1.13K
$219K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-41- 8.72% |
$6.18K - $7.3K
|
429
$83.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
1.13KNew |
$170K - $201K
|
1.13K
$219K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
800New |
$121K - $143K
|
800
$155K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
292+ 14.71% |
$44K - $52K
|
2.28K
$441K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
110New |
$16.6K - $19.6K
|
110
$21.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.59K+ 49.41% |
$390K - $461K
|
7.82K
$1.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
5.32K+ 4.33% |
$801K - $947K
|
128K
$24.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.91K+ 20.46% |
$288K - $340K
|
11.3K
$2.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.68KNew |
$403K - $477K
|
2.68K
$518K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-16- 2.23% |
$2.41K - $2.85K
|
700
$136K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
22.8K+ 369.53% |
$3.43M - $4.06M
|
29K
$5.61M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-838- 38.67% |
$126K - $149K
|
1.33K
$258K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
10+ 5.52% |
$1.51K - $1.78K
|
191
$37K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.2K+ 104.64% |
$1.53M - $1.81M
|
19.9K
$3.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.58K+ 108.88% |
$238K - $282K
|
3.03K
$588K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-26- 0.7% |
$3.92K - $4.63K
|
3.69K
$714K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
118New |
$17.8K - $21K
|
118
$22.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
676+ 35.64% |
$102K - $120K
|
2.57K
$499K
|
|
|
Oct 29, 2025
Q3 2025
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
4.34K+ 3.25% |
$654K - $773K
|
138K
$26.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.76K+ 8.86% |
$567K - $670K
|
46.2K
$8.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-378- 8.41% |
$57K - $67.3K
|
4.12K
$798K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
226+ 14.86% |
$34.1K - $40.3K
|
1.75K
$339K
|
|
|
Oct 28, 2025
Q3 2025
|
Franchise Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-200- 26.01% |
$30.1K - $35.6K
|
569
$110K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.24KNew |
$186K - $220K
|
1.24K
$239K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-966- 38.09% |
$146K - $172K
|
1.57K
$304K
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-484- 0.88% |
$72.9K - $86.2K
|
54.6K
$10.6M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2- 15.38% |
$301 - $356
|
11
$2.13K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.45K+ 20.93% |
$219K - $258K
|
8.39K
$1.63M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.3K+ 19.21% |
$196K - $232K
|
8.07K
$1.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
9.14K+ 14.81% |
$1.38M - $1.63M
|
70.8K
$13.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-150- 2.06% |
$22.6K - $26.7K
|
7.14K
$1.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.52K+ 13.54% |
$380K - $449K
|
21.1K
$4.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
25+ 1.92% |
$3.77K - $4.45K
|
1.33K
$257K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
34+ 17.35% |
$5.12K - $6.06K
|
230
$44.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-4- 2.96% |
$603 - $713
|
131
$25.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
27New |
$4.07K - $4.81K
|
27
$5.23K
|
|
|
Oct 28, 2025
Q3 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-110- 2.04% |
$16.6K - $19.6K
|
5.27K
$1.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.2KNew |
$181K - $214K
|
1.2K
$233K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
583+ 15.25% |
$87.9K - $104K
|
4.41K
$854K
|
|