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 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
864+ 3.88% |
$130K - $154K
|
23.1K
$4.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
3New |
$452 - $534
|
3
$581
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.94K- 5.1% |
$593K - $701K
|
73.3K
$14.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.19KNew |
$179K - $211K
|
1.19K
$230K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.31KNew |
$198K - $234K
|
1.31K
$254K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
14+ 0.9% |
$2.11K - $2.49K
|
1.57K
$304K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
6.45K+ 236.21% |
$972K - $1.15M
|
9.18K
$1.78M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.34K- 17.72% |
$353K - $417K
|
10.9K
$2.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Qvr LLC
|
BUY
|
- |
1.63KNew |
$245K - $290K
|
1.63K
$316K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
649+ 1.27% |
$97.8K - $116K
|
51.9K
$10.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
250+ 8.55% |
$37.7K - $44.5K
|
3.17K
$615K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-225- 1.14% |
$33.9K - $40.1K
|
19.5K
$3.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-60- 1.8% |
$9.04K - $10.7K
|
3.27K
$633K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-277- 9.37% |
$41.7K - $49.3K
|
2.68K
$519K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
103+ 25.94% |
$15.5K - $18.3K
|
500
$96.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
199+ 5.93% |
$30K - $35.4K
|
3.56K
$689K
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
BUY
|
- |
1.5K+ 16.28% |
$226K - $267K
|
10.7K
$2.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
25+ 6.93% |
$3.77K - $4.45K
|
386
$74.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
162+ 1.7% |
$24.4K - $28.9K
|
9.67K
$1.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
3KNew |
$452K - $534K
|
3K
$581K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.2K- 0.98% |
$181K - $214K
|
121K
$23.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.2KNew |
$181K - $214K
|
1.2K
$233K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
844+ 3.09% |
$127K - $150K
|
28.1K
$5.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-21- 0.3% |
$3.16K - $3.74K
|
7K
$1.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1+ 0.04% |
$151 - $178
|
2.48K
$480K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
16.3K+ 7.04% |
$2.46M - $2.91M
|
248K
$48.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.16% |
$603 - $713
|
2.49K
$483K
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
SELL
|
- |
-617- 3.44% |
$93K - $110K
|
17.3K
$3.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-4.92K- 1.69% |
$741K - $876K
|
287K
$55.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 1.5% |
$301 - $356
|
135
$26.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
81+ 13.94% |
$12.2K - $14.4K
|
662
$128K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
58+ 14.87% |
$8.74K - $10.3K
|
448
$86.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
6.53K+ 24.64% |
$985K - $1.16M
|
33.1K
$6.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
398+ 69.95% |
$60K - $70.9K
|
967
$187K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
11+ 23.91% |
$1.66K - $1.96K
|
57
$11K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-281- 5.97% |
$42.3K - $50.1K
|
4.42K
$857K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.77KNew |
$417K - $493K
|
2.77K
$537K
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-13- 0.69% |
$1.96K - $2.32K
|
1.88K
$365K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
915New |
$138K - $163K
|
915
$177K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
6New |
$904 - $1.07K
|
6
$1.16K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
10+ 6.02% |
$1.51K - $1.78K
|
176
$34.1K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
4.59K+ 0.99% |
$691K - $817K
|
467K
$90.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-271- 5.15% |
$40.8K - $48.3K
|
4.99K
$967K
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
10.2KNew |
$1.54M - $1.82M
|
10.2K
$1.98M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
94New |
$14.2K - $16.7K
|
94
$18.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.14K+ 8.27% |
$172K - $203K
|
15K
$2.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-237- 46.75% |
$35.7K - $42.2K
|
270
$52.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
53+ 1.13% |
$7.99K - $9.44K
|
4.75K
$920K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.84K+ 23.82% |
$278K - $328K
|
9.57K
$1.86M
|
|
|
Oct 24, 2025
Q3 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-21- 22.34% |
$3.16K - $3.74K
|
73
$14.1K
|
|