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 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 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
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
1.25KNew |
$188K - $223K
|
1.25K
$242K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.6K+ 10.8% |
$242K - $286K
|
16.4K
$3.19M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.97K- 3.68% |
$447K - $529K
|
77.6K
$15M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
87.1KNew |
$13.1M - $15.5M
|
87.1K
$16.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5New |
$754 - $891
|
5
$969
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-26- 0.7% |
$3.92K - $4.63K
|
3.69K
$715K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-6- 0.12% |
$904 - $1.07K
|
4.99K
$967K
|
|
|
Oct 03, 2025
Q3 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
1.82K+ 36.2% |
$274K - $324K
|
6.83K
$1.32M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3New |
$452 - $534
|
3
$581
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
BUY
|
- |
2.73K+ 18.95% |
$412K - $487K
|
17.2K
$3.32M
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danica Pension, Livsforsikringsaktieselskab
Copenhagen V, |
BUY
|
- |
36.7K+ 54.96% |
$5.02M - $5.7M
|
104K
$20.1M
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
37.6K+ 12.25% |
$5.13M - $5.84M
|
345K
$66.8M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.6K- 3.01% |
$3.22M - $3.67M
|
761K
$147M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
30K+ 17.65% |
$4.09M - $4.66M
|
200K
$38.8M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.17K- 14.42% |
$159K - $181K
|
6.92K
$1.34M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-255- 30.72% |
$34.8K - $39.6K
|
575
$111K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-32.6K- 40.84% |
$4.45M - $5.07M
|
47.3K
$9.16M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
26New |
$3.55K - $4.04K
|
26
$5.04K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-6- 1.46% |
$819 - $931
|
405
$78.5K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50+ 16.67% |
$6.82K - $7.76K
|
350
$67.8K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
87+ 39.55% |
$11.9K - $13.5K
|
307
$59.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-68- 24.03% |
$9.28K - $10.6K
|
215
$41.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-105- 10.61% |
$14.3K - $16.3K
|
885
$172K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
72.3K+ 15.61% |
$9.86M - $11.2M
|
535K
$104M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
1.4KNew |
$191K - $217K
|
1.4K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
PUT |
100New |
$13.6K - $15.5K
|
100
$19.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.73KNew |
$236K - $269K
|
1.73K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 39.2% |
$148K - $169K
|
3.86K
$748K
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-10.2K- 73.87% |
$1.4M - $1.59M
|
3.63K
$703K
|
|
|
Aug 14, 2025
Q2 2025
|
Bleichroeder LP
New York, NY |
BUY
|
- |
20KNew |
$2.73M - $3.1M
|
20K
$3.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
216K+ 138.08% |
$29.5M - $33.6M
|
373K
$72.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
19.3K+ 56.73% |
$2.63M - $2.99M
|
53.2K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
200KNew |
$27.3M - $31M
|
200K
$38.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
12+ 0.46% |
$1.64K - $1.86K
|
2.62K
$509K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
1.41KNew |
$192K - $218K
|
1.41K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
94.7K+ 60.56% |
$12.9M - $14.7M
|
251K
$48.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.04KNew |
$552K - $627K
|
4.04K
$783K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-39.3K- 32.47% |
$5.37M - $6.11M
|
81.8K
$15.9M
|
|