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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
SELL
|
- |
-1.04K- 26.97% |
$142K - $161K
|
2.81K
$545K
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
PUT |
12.7KNew |
$1.73M - $1.97M
|
12.7K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.75K- 69.09% |
$648K - $737K
|
2.13K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.9K+ 6.0% |
$1.48M - $1.69M
|
192K
$37.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
546K+ 327.66% |
$74.6M - $84.8M
|
713K
$138M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-19- 0.01% |
$2.59K - $2.95K
|
240K
$46.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
PUT |
10KNew |
$1.36M - $1.55M
|
10K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
15.7KNew |
$2.14M - $2.43M
|
15.7K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
70.3KNew |
$9.6M - $10.9M
|
70.3K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
2.1KNew |
$287K - $326K
|
2.1K
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.64KNew |
$223K - $254K
|
1.64K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
42+ 0.53% |
$5.73K - $6.52K
|
7.94K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-19- 0.82% |
$2.59K - $2.95K
|
2.29K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
122K+ 255.84% |
$16.7M - $19M
|
170K
$32.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-393- 18.25% |
$53.6K - $61K
|
1.76K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
17.2KNew |
$2.35M - $2.67M
|
17.2K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-117K- 92.16% |
$16M - $18.2M
|
9.98K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.99K+ 96.65% |
$272K - $309K
|
4.05K
$785K
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-1.5K- 42.63% |
$204K - $232K
|
2.01K
$390K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantessence Capital LLC
New York, NY |
SELL
|
- |
-2.85K- 24.53% |
$388K - $442K
|
8.76K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
12.5K+ 478.29% |
$1.71M - $1.94M
|
15.1K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2- 6.45% |
$273 - $310
|
29
$5.62K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
22.6K+ 1457.16% |
$3.08M - $3.51M
|
24.1K
$4.68M
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-55- 3.46% |
$7.51K - $8.54K
|
1.54K
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
31.1K+ 197.13% |
$4.24M - $4.82M
|
46.8K
$9.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
31.7KNew |
$4.32M - $4.92M
|
31.7K
$6.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
1.31K+ 15.22% |
$178K - $203K
|
9.89K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-264K- 46.26% |
$36M - $40.9M
|
306K
$59.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.1K+ 60.62% |
$150K - $170K
|
2.9K
$563K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
9+ 0.23% |
$1.23K - $1.4K
|
3.86K
$748K
|
|
|
Aug 13, 2025
Q2 2025
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
9.24KNew |
$1.26M - $1.43M
|
9.24K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
706+ 26.32% |
$96.4K - $110K
|
3.39K
$657K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-25- 0.68% |
$3.41K - $3.88K
|
3.63K
$703K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-4- 0.14% |
$546 - $621
|
2.91K
$564K
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-152K- 78.37% |
$20.8M - $23.6M
|
42K
$8.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.13K+ 10.85% |
$290K - $330K
|
21.7K
$4.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
10KNew |
$1.36M - $1.55M
|
10K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
151K+ 7318.46% |
$20.6M - $23.4M
|
153K
$29.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
11New |
$1.5K - $1.71K
|
11
$2.13K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
55New |
$7.51K - $8.54K
|
55
$10.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-827- 20.3% |
$113K - $128K
|
3.25K
$629K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
16+ 43.24% |
$2.18K - $2.48K
|
53
$10.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
510New |
$69.6K - $79.2K
|
510
$98.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-115- 0.1% |
$15.7K - $17.9K
|
112K
$21.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.26K- 49.12% |
$171K - $195K
|
1.3K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8New |
$1.09K - $1.24K
|
8
$1.55K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-258K- 91.0% |
$35.3M - $40.1M
|
25.5K
$4.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.49KNew |
$203K - $231K
|
1.49K
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.48KNew |
$202K - $230K
|
1.48K
$287K
|
|