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 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
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.12K+ 0.82% |
$425K - $484K
|
382K
$74.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2New |
$273 - $310
|
2
$388
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
25New |
$3.41K - $3.88K
|
25
$4.85K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2+ 40.0% |
$273 - $310
|
7
$1.36K
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-8- 0.56% |
$1.09K - $1.24K
|
1.42K
$276K
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.86K- 41.53% |
$253K - $288K
|
2.61K
$506K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
3New |
$409 - $466
|
3
$581
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-20- 16.0% |
$2.73K - $3.1K
|
105
$20.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
149+ 2.27% |
$20.3K - $23.1K
|
6.71K
$1.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-8- 0.54% |
$1.09K - $1.24K
|
1.49K
$288K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
333New |
$45.5K - $51.7K
|
333
$64.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-91- 0.38% |
$12.4K - $14.1K
|
23.7K
$4.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
3+ 0.03% |
$409 - $466
|
10.7K
$2.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
16New |
$2.18K - $2.48K
|
16
$3.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.22K- 61.11% |
$1.26M - $1.43M
|
5.86K
$1.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
19New |
$2.59K - $2.95K
|
19
$3.68K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
100New |
$13.6K - $15.5K
|
100
$19.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-45- 3.15% |
$6.14K - $6.98K
|
1.38K
$268K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-97- 2.83% |
$13.2K - $15.1K
|
3.33K
$646K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-4- 0.24% |
$546 - $621
|
1.66K
$322K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-7.9K- 75.47% |
$1.08M - $1.23M
|
2.57K
$498K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.66K+ 296.94% |
$636K - $723K
|
6.23K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.92KNew |
$535K - $609K
|
3.92K
$760K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
440New |
$60.1K - $68.3K
|
440
$85.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
26New |
$3.55K - $4.04K
|
26
$5.04K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.91KNew |
$534K - $607K
|
3.91K
$758K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
3.19KNew |
$435K - $494K
|
3.19K
$617K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
29New |
$3.96K - $4.5K
|
29
$5.62K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
175+ 6.05% |
$23.9K - $27.2K
|
3.07K
$595K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
983+ 10.47% |
$134K - $153K
|
10.4K
$2.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-1.81K- 41.78% |
$246K - $280K
|
2.52K
$487K
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-1.09K- 73.23% |
$149K - $170K
|
400
$77.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
450+ 21.7% |
$61.4K - $69.8K
|
2.52K
$489K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-82- 7.94% |
$11.2K - $12.7K
|
951
$184K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
986New |
$135K - $153K
|
986
$191K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-216- 9.6% |
$29.5K - $33.5K
|
2.03K
$394K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
23New |
$3.14K - $3.57K
|
23
$4.46K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
48New |
$6.55K - $7.45K
|
48
$9.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
77+ 208.11% |
$10.5K - $12K
|
114
$22.1K
|
|