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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
820+ 3.51% |
$101K - $114K
|
24.2K
$3.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-69- 3.44% |
$8.49K - $9.61K
|
1.94K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-158- 0.94% |
$19.5K - $22K
|
16.6K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.06% |
$123 - $139
|
1.79K
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-12.3K- 3.97% |
$1.52M - $1.72M
|
298K
$43.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
85+ 1.77% |
$10.5K - $11.8K
|
4.89K
$712K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
13+ 9.63% |
$1.6K - $1.81K
|
148
$21.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Dupont Capital Management Corp
|
BUY
|
- |
56.8KNew |
$7M - $7.92M
|
56.8K
$8.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-175- 5.79% |
$21.5K - $24.4K
|
2.85K
$415K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-816- 1.22% |
$100K - $114K
|
66K
$9.61M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
SELL
|
- |
-630- 26.57% |
$77.6K - $87.8K
|
1.74K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15+ 0.74% |
$1.85K - $2.09K
|
2.05K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5- 2.96% |
$616 - $697
|
164
$23.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
16.6KNew |
$2.05M - $2.31M
|
16.6K
$2.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-258- 0.46% |
$31.8K - $35.9K
|
56.1K
$8.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37+ 14.74% |
$4.56K - $5.15K
|
288
$41.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-778- 17.68% |
$95.8K - $108K
|
3.62K
$527K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.2K+ 47.52% |
$148K - $167K
|
3.73K
$542K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
10+ 1.45% |
$1.23K - $1.39K
|
699
$102K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.24% |
$1.11K - $1.25K
|
3.78K
$550K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
58+ 2.22% |
$7.14K - $8.08K
|
2.67K
$389K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-57- 0.2% |
$7.02K - $7.94K
|
27.8K
$4.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
329+ 5.88% |
$40.5K - $45.8K
|
5.92K
$862K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$616 - $697
|
5
$728
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
614+ 12.23% |
$75.6K - $85.5K
|
5.63K
$820K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
147+ 8.59% |
$18.1K - $20.5K
|
1.86K
$271K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-166- 3.23% |
$20.4K - $23.1K
|
4.98K
$725K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$123 - $139
|
1
$146
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-68- 1.05% |
$8.37K - $9.47K
|
6.42K
$934K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
139+ 3.3% |
$17.1K - $19.4K
|
4.35K
$633K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
11+ 0.51% |
$1.35K - $1.53K
|
2.16K
$315K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
562+ 6.51% |
$69.2K - $78.3K
|
9.19K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1K- 84.18% |
$123K - $139K
|
188
$27.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
148+ 1.99% |
$18.2K - $20.6K
|
7.6K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-47- 1.73% |
$5.79K - $6.55K
|
2.67K
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
7.3KNew |
$899K - $1.02M
|
7.3K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.04KNew |
$251K - $284K
|
2.04K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
200New |
$24.6K - $27.9K
|
200
$29.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-588- 1.06% |
$72.4K - $81.9K
|
54.7K
$7.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.09% |
$123 - $139
|
93
$13.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.07KNew |
$255K - $289K
|
2.07K
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
9+ 0.47% |
$1.11K - $1.25K
|
1.92K
$279K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.5K- 41.11% |
$430K - $487K
|
5.01K
$729K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2.72K- 3.27% |
$335K - $379K
|
80.6K
$11.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.06K+ 1087.63% |
$130K - $147K
|
1.15K
$168K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20+ 18.87% |
$2.46K - $2.79K
|
126
$18.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
6.51KNew |
$801K - $906K
|
6.51K
$947K
|
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
824+ 34.78% |
$101K - $115K
|
3.19K
$465K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 33.33% |
$3.08K - $3.48K
|
100
$14.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-9- 1.21% |
$1.11K - $1.25K
|
736
$107K
|