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 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6New |
$819 - $931
|
6
$1.16K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
52New |
$7.1K - $8.07K
|
52
$10.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1+ 1.72% |
$136 - $155
|
59
$11.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
25New |
$3.41K - $3.88K
|
25
$4.85K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
176+ 25.32% |
$24K - $27.3K
|
871
$169K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
406K+ 91.83% |
$55.5M - $63.1M
|
849K
$165M
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
1.6KNew |
$218K - $248K
|
1.6K
$310K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.9KNew |
$396K - $450K
|
2.9K
$562K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-190- 3.31% |
$25.9K - $29.5K
|
5.55K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 0.29% |
$546 - $621
|
1.38K
$268K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.56K+ 6.33% |
$350K - $398K
|
43K
$8.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-644- 11.66% |
$87.9K - $100K
|
4.88K
$946K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
102+ 300.0% |
$13.9K - $15.8K
|
136
$26.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-300- 6.59% |
$40.9K - $46.6K
|
4.25K
$824K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-4K- 3.23% |
$546K - $621K
|
120K
$23.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
13+ 5.31% |
$1.77K - $2.02K
|
258
$50K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
71+ 1.64% |
$9.69K - $11K
|
4.4K
$853K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.08% |
$136 - $155
|
94
$18.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4+ 3.88% |
$546 - $621
|
107
$20.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-300- 2.77% |
$40.9K - $46.6K
|
10.5K
$2.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-360- 12.63% |
$49.1K - $55.9K
|
2.49K
$483K
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
18.6K+ 84.02% |
$2.54M - $2.89M
|
40.8K
$7.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.15% |
$136 - $155
|
663
$129K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-3- 15.79% |
$409 - $466
|
16
$3.1K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
19+ 190.0% |
$2.59K - $2.95K
|
29
$5.62K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10+ 333.33% |
$1.36K - $1.55K
|
13
$2.52K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
6.25KNew |
$853K - $970K
|
6.25K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
267New |
$36.4K - $41.4K
|
267
$51.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
82+ 78.1% |
$11.2K - $12.7K
|
187
$36.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
170+ 1545.45% |
$23.2K - $26.4K
|
181
$35.1K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
84+ 30.22% |
$11.5K - $13K
|
362
$70.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-12- 6.78% |
$1.64K - $1.86K
|
165
$32K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-70- 1.9% |
$9.55K - $10.9K
|
3.61K
$699K
|
|
|
Aug 05, 2025
Q2 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-20- 1.48% |
$2.73K - $3.1K
|
1.33K
$259K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-250- 49.5% |
$34.1K - $38.8K
|
255
$49.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-10- 0.19% |
$1.36K - $1.55K
|
5.31K
$1.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
58.9KNew |
$8.04M - $9.14M
|
58.9K
$11.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
5+ 0.11% |
$682 - $776
|
4.39K
$851K
|
|
|
Aug 01, 2025
Q2 2025
|
Garland Capital Management Inc
|
SELL
|
- |
-26.4K- 74.59% |
$3.61M - $4.1M
|
9.01K
$1.75M
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
5.15KNew |
$703K - $800K
|
5.15K
$999K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.06% |
$136 - $155
|
1.59K
$308K
|
|
|
Aug 01, 2025
Q2 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
25.2K+ 20.46% |
$3.44M - $3.91M
|
148K
$28.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.92% |
$136 - $155
|
110
$21.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
14New |
$1.91K - $2.17K
|
14
$2.71K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
566New |
$77.3K - $87.9K
|
566
$110K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
1.46K+ 6.16% |
$199K - $226K
|
25.2K
$4.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-75- 4.8% |
$10.2K - $11.6K
|
1.49K
$288K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-100- 5.88% |
$13.6K - $15.5K
|
1.6K
$310K
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-8.5K- 32.2% |
$1.16M - $1.32M
|
17.9K
$3.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
148New |
$20.2K - $23K
|
148
$28.7K
|
|