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 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
|
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
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-92- 1.18% |
$13.9K - $16.4K
|
7.72K
$1.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
10+ 5.41% |
$1.51K - $1.78K
|
195
$37.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-198- 3.43% |
$29.8K - $35.3K
|
5.58K
$1.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
658+ 11.05% |
$99.2K - $117K
|
6.62K
$1.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1.13KNew |
$170K - $200K
|
1.13K
$218K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.69K+ 20.48% |
$857K - $1.01M
|
33.4K
$6.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
97+ 5.92% |
$14.6K - $17.3K
|
1.74K
$336K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
28.8K+ 4.33% |
$4.35M - $5.14M
|
695K
$135M
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-238- 14.44% |
$35.9K - $42.4K
|
1.41K
$273K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-99- 6.28% |
$14.9K - $17.6K
|
1.48K
$286K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
7+ 0.18% |
$1.05K - $1.25K
|
3.92K
$759K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
19+ 2.05% |
$2.86K - $3.38K
|
948
$184K
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.29KNew |
$195K - $231K
|
1.29K
$251K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.1K+ 460.18% |
$1.52M - $1.8M
|
12.3K
$2.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.2KNew |
$181K - $214K
|
1.2K
$233K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
37.6K+ 487.25% |
$5.67M - $6.7M
|
45.4K
$8.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.42KNew |
$214K - $253K
|
1.42K
$275K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-17- 9.71% |
$2.56K - $3.03K
|
158
$30.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-400- 4.27% |
$60.3K - $71.3K
|
8.96K
$1.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.23KNew |
$185K - $218K
|
1.23K
$238K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-7.71K- 11.21% |
$1.16M - $1.37M
|
61K
$11.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
700+ 1.79% |
$105K - $125K
|
39.8K
$7.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-12.5K- 19.0% |
$1.89M - $2.23M
|
53.4K
$10.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.15K+ 24.09% |
$173K - $205K
|
5.93K
$1.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 0.91% |
$452 - $534
|
325
$63K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
36.1K+ 160.59% |
$5.44M - $6.43M
|
58.5K
$11.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-371- 6.06% |
$55.9K - $66.1K
|
5.75K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
57+ 3.11% |
$8.59K - $10.2K
|
1.89K
$367K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-30- 0.86% |
$4.52K - $5.34K
|
3.47K
$673K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
7+ 0.35% |
$1.05K - $1.25K
|
2K
$388K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
6+ 0.32% |
$904 - $1.07K
|
1.9K
$368K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.56K+ 29.04% |
$235K - $278K
|
6.92K
$1.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
670+ 14.04% |
$101K - $119K
|
5.44K
$1.05M
|
|