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 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
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
9+ 0.16% |
$1.36K - $1.6K
|
5.65K
$1.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-25- 1.28% |
$3.77K - $4.45K
|
1.93K
$374K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.15K+ 94.22% |
$1.38M - $1.63M
|
18.9K
$3.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-958- 10.47% |
$144K - $171K
|
8.19K
$1.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
73+ 1.5% |
$11K - $13K
|
4.95K
$960K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-33- 0.92% |
$4.97K - $5.88K
|
3.55K
$688K
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-359- 1.64% |
$54.1K - $64K
|
21.5K
$4.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 18.65% |
$201K - $237K
|
8.47K
$1.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
100+ 23.7% |
$15.1K - $17.8K
|
522
$101K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
539+ 0.51% |
$81.2K - $96K
|
107K
$20.8M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
SELL
|
- |
-252- 16.67% |
$38K - $44.9K
|
1.26K
$244K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
87+ 6.5% |
$13.1K - $15.5K
|
1.43K
$276K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-347- 10.62% |
$52.3K - $61.8K
|
2.92K
$566K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
24+ 20.17% |
$3.62K - $4.28K
|
143
$27.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.47K+ 1.07% |
$372K - $440K
|
233K
$45.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.33KNew |
$200K - $236K
|
1.33K
$257K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
21+ 11.35% |
$3.16K - $3.74K
|
206
$39.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-949- 3.95% |
$143K - $169K
|
23.1K
$4.47M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.15% |
$301 - $356
|
1.36K
$264K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-121- 4.67% |
$18.2K - $21.6K
|
2.47K
$479K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-290- 7.55% |
$43.7K - $51.7K
|
3.55K
$688K
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
67+ 4.99% |
$10.1K - $11.9K
|
1.41K
$273K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2KNew |
$302K - $357K
|
2K
$388K
|
|
|
Oct 10, 2025
Q3 2025
|
Sara Bay Financial
|
BUY
|
- |
10+ 0.19% |
$1.51K - $1.78K
|
5.16K
$999K
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.23KNew |
$186K - $219K
|
1.23K
$239K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.37KNew |
$356K - $421K
|
2.37K
$458K
|
|
|
Oct 10, 2025
Q3 2025
|
Fluent Financial, LLC
|
BUY
|
- |
209+ 4.63% |
$31.5K - $37.2K
|
4.72K
$915K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-382- 17.15% |
$57.6K - $68K
|
1.85K
$358K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.15KNew |
$173K - $205K
|
1.15K
$223K
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
11+ 0.2% |
$1.66K - $1.96K
|
5.62K
$1.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-153K- 9.32% |
$23.1M - $27.3M
|
1.49M
$289M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-6- 0.6% |
$904 - $1.07K
|
1K
$194K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.98K- 3.4% |
$298K - $353K
|
56.3K
$10.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
10+ 0.46% |
$1.51K - $1.78K
|
2.19K
$425K
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.81K+ 133.75% |
$424K - $501K
|
4.92K
$953K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.26KNew |
$190K - $224K
|
1.26K
$244K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
672+ 89.48% |
$101K - $120K
|
1.42K
$276K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
110+ 32.26% |
$16.6K - $19.6K
|
451
$87.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50+ 1250.0% |
$7.54K - $8.91K
|
54
$10.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-238- 0.66% |
$35.9K - $42.4K
|
35.7K
$6.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.06% |
$151 - $178
|
1.72K
$333K
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
18K+ 11.86% |
$2.71M - $3.21M
|
170K
$32.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.4K+ 9.88% |
$211K - $249K
|
15.6K
$3.02M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
16+ 4.29% |
$2.41K - $2.85K
|
389
$75.4K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
54New |
$8.14K - $9.62K
|
54
$10.5K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
9+ 0.2% |
$1.36K - $1.6K
|
4.48K
$867K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-2.58K- 98.7% |
$389K - $459K
|
34
$6.59K
|
|