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 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
|
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
|
Founders Financial Securities LLC
|
SELL
|
- |
-99- 6.28% |
$14.9K - $17.6K
|
1.48K
$286K
|
|
|
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
|
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
|
Brighton Jones LLC
|
BUY
|
- |
1.56K+ 29.04% |
$235K - $278K
|
6.92K
$1.34M
|
|
|
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
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-958- 10.47% |
$144K - $171K
|
8.19K
$1.59M
|
|
|
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
|
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 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.15KNew |
$173K - $205K
|
1.15K
$223K
|
|
|
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
|
|