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 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 5.07% |
$184K - $217K
|
22.8K
$4.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-10.4K- 3.93% |
$1.56M - $1.85M
|
254K
$49.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-93- 0.46% |
$14K - $16.6K
|
20.1K
$3.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-353- 2.05% |
$53.2K - $62.9K
|
16.8K
$3.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
BUY
|
- |
920New |
$139K - $164K
|
920
$178K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
8.76K+ 2.24% |
$1.32M - $1.56M
|
399K
$77.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
22.9K+ 42.59% |
$3.44M - $4.07M
|
76.5K
$14.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-28- 0.93% |
$4.22K - $4.99K
|
2.98K
$577K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6+ 0.07% |
$904 - $1.07K
|
8.98K
$1.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-295- 7.07% |
$44.5K - $52.6K
|
3.88K
$751K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
63.3K+ 5.26% |
$9.54M - $11.3M
|
1.27M
$246M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.59K- 7.15% |
$993K - $1.17M
|
85.5K
$16.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-915- 1.7% |
$138K - $163K
|
53K
$10.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.61% |
$1.66K - $1.96K
|
1.8K
$349K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2.26K- 1.64% |
$340K - $402K
|
136K
$26.3M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
334New |
$50.3K - $59.5K
|
334
$64.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
75+ 4.58% |
$11.3K - $13.4K
|
1.71K
$332K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-151- 1.01% |
$22.8K - $26.9K
|
14.8K
$2.87M
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
46+ 1.25% |
$6.93K - $8.19K
|
3.74K
$725K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
271+ 14.28% |
$40.8K - $48.3K
|
2.17K
$420K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
23+ 0.14% |
$3.47K - $4.1K
|
16.5K
$3.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-312- 2.17% |
$47K - $55.6K
|
14.1K
$2.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-31.2K- 7.74% |
$4.7M - $5.56M
|
372K
$72.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-32- 11.27% |
$4.82K - $5.7K
|
252
$48.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21.8KNew |
$3.29M - $3.89M
|
21.8K
$4.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.86KNew |
$431K - $509K
|
2.86K
$554K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.66K- 23.4% |
$249K - $295K
|
5.42K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-77- 0.79% |
$11.6K - $13.7K
|
9.64K
$1.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
97+ 1.51% |
$14.6K - $17.3K
|
6.52K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7+ 0.74% |
$1.05K - $1.25K
|
956
$185K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
2.3K+ 7.01% |
$347K - $410K
|
35.1K
$6.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12+ 0.35% |
$1.81K - $2.14K
|
3.4K
$659K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-906- 9.79% |
$137K - $161K
|
8.35K
$1.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
176+ 6.19% |
$26.5K - $31.4K
|
3.02K
$585K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.41K+ 0.6% |
$213K - $251K
|
236K
$45.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-200- 12.66% |
$30.1K - $35.6K
|
1.38K
$267K
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
843+ 2.82% |
$127K - $150K
|
30.8K
$5.97M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
357+ 2231.25% |
$53.8K - $63.6K
|
373
$72.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
152+ 6.87% |
$22.9K - $27.1K
|
2.36K
$458K
|
|
|
Oct 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-840- 0.37% |
$127K - $150K
|
227K
$44M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.11K+ 68.94% |
$168K - $198K
|
2.73K
$529K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-303- 16.68% |
$45.7K - $54K
|
1.51K
$293K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
17.3KNew |
$2.61M - $3.09M
|
17.3K
$3.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.92KNew |
$289K - $342K
|
1.92K
$372K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
8.03K+ 31.8% |
$1.21M - $1.43M
|
33.3K
$6.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
62+ 1.01% |
$9.34K - $11K
|
6.23K
$1.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
1.93KNew |
$290K - $343K
|
1.93K
$373K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4.04K+ 400.79% |
$609K - $720K
|
5.05K
$979K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
59+ 1.38% |
$8.89K - $10.5K
|
4.33K
$838K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-197- 1.46% |
$29.7K - $35.1K
|
13.3K
$2.58M
|
|