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 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
670+ 5.89% |
$101K - $119K
|
12K
$2.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
79+ 0.52% |
$11.9K - $14.1K
|
15.2K
$2.94M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
1.83K+ 3321.82% |
$275K - $325K
|
1.88K
$365K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
6New |
$904 - $1.07K
|
6
$1.16K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
135+ 3.01% |
$20.3K - $24K
|
4.61K
$894K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
125+ 8.53% |
$18.8K - $22.3K
|
1.59K
$308K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
200+ 1.71% |
$30.1K - $35.6K
|
11.9K
$2.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.23K+ 7.29% |
$186K - $219K
|
18.1K
$3.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
74+ 4.67% |
$11.2K - $13.2K
|
1.66K
$322K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.17KNew |
$176K - $208K
|
1.17K
$226K
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-277- 14.48% |
$41.7K - $49.3K
|
1.64K
$317K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-4.11K- 22.91% |
$619K - $732K
|
13.8K
$2.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.71K+ 15.92% |
$408K - $483K
|
19.7K
$3.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
15+ 10.14% |
$2.26K - $2.67K
|
163
$31.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-256- 1.16% |
$38.6K - $45.6K
|
21.8K
$4.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16+ 0.21% |
$2.41K - $2.85K
|
7.76K
$1.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
644+ 12.18% |
$97.1K - $115K
|
5.93K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
39.5K+ 13.36% |
$5.95M - $7.04M
|
335K
$65M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
398+ 20.84% |
$60K - $70.9K
|
2.31K
$447K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-221- 0.82% |
$33.3K - $39.4K
|
26.8K
$5.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
140K+ 323.69% |
$21.2M - $25M
|
184K
$35.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
454+ 24.28% |
$68.4K - $80.9K
|
2.32K
$450K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.31K+ 2.48% |
$198K - $234K
|
54.2K
$10.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
146+ 8.34% |
$22K - $26K
|
1.9K
$367K
|
|
|
Oct 20, 2025
Q3 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
7.86K+ 21.99% |
$1.18M - $1.4M
|
43.6K
$8.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5+ 0.14% |
$754 - $891
|
3.47K
$673K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
171+ 12.38% |
$25.8K - $30.5K
|
1.55K
$301K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
336New |
$50.6K - $59.9K
|
336
$65.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30+ 1.28% |
$4.52K - $5.34K
|
2.38K
$461K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-180- 0.73% |
$27.1K - $32.1K
|
24.3K
$4.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-335- 5.5% |
$50.5K - $59.7K
|
5.76K
$1.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.23K+ 24.89% |
$185K - $218K
|
6.15K
$1.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
203+ 13.91% |
$30.6K - $36.2K
|
1.66K
$322K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-91- 6.77% |
$13.7K - $16.2K
|
1.25K
$243K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.39% |
$301 - $356
|
510
$98.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.22KNew |
$183K - $216K
|
1.22K
$235K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
7.23K+ 7.11% |
$1.09M - $1.29M
|
109K
$21.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
6.39KNew |
$963K - $1.14M
|
6.39K
$1.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 0.2% |
$2.11K - $2.49K
|
7.05K
$1.37M
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
6.06K+ 9.4% |
$913K - $1.08M
|
70.5K
$13.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
125+ 4.05% |
$18.8K - $22.3K
|
3.21K
$622K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-602- 15.18% |
$90.7K - $107K
|
3.36K
$652K
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
147+ 9.36% |
$22.2K - $26.2K
|
1.72K
$333K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-742- 0.98% |
$112K - $132K
|
75.2K
$14.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-38- 0.61% |
$5.73K - $6.77K
|
6.23K
$1.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
16New |
$2.41K - $2.85K
|
16
$3.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-488- 12.32% |
$73.5K - $86.9K
|
3.47K
$673K
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.44KNew |
$217K - $256K
|
1.44K
$279K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-76- 1.1% |
$11.5K - $13.5K
|
6.84K
$1.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-92- 1.18% |
$13.9K - $16.4K
|
7.72K
$1.5M
|
|