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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
21.1KNew |
$2.62M - $3.31M
|
21.1K
$4.09M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.28K+ 34.25% |
$282K - $357K
|
8.92K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.6KNew |
$198K - $251K
|
1.6K
$310K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.33KNew |
$165K - $208K
|
1.33K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
CALL |
1.3KNew |
$161K - $204K
|
1.3K
$252K
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
SELL
|
- |
-1.33K- 8.03% |
$165K - $209K
|
15.3K
$2.96M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-7.28K- 12.99% |
$904K - $1.14M
|
48.8K
$9.45M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3- 0.2% |
$372 - $471
|
1.52K
$294K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
470+ 2.85% |
$58.3K - $73.7K
|
17K
$3.29M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-14- 50.0% |
$1.74K - $2.2K
|
14
$2.71K
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-500- 13.8% |
$62K - $78.4K
|
3.12K
$605K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
142New |
$17.6K - $22.3K
|
142
$27.5K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
2.9KNew |
$360K - $455K
|
2.9K
$562K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
23KNew |
$2.86M - $3.61M
|
23K
$4.46M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-154- 75.12% |
$19.1K - $24.2K
|
51
$9.88K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
654+ 7.0% |
$81.1K - $103K
|
10K
$1.94M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-300- 3.45% |
$37.2K - $47.1K
|
8.4K
$1.63M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.03K- 5.82% |
$127K - $161K
|
16.6K
$3.21M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-50- 0.82% |
$6.2K - $7.84K
|
6.03K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
49+ 1.22% |
$6.08K - $7.69K
|
4.08K
$790K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
66+ 21.09% |
$8.19K - $10.4K
|
379
$73.5K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
212New |
$26.3K - $33.3K
|
212
$41.1K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.77KNew |
$219K - $277K
|
1.77K
$343K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
6.5KNew |
$806K - $1.02M
|
6.5K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.55KNew |
$192K - $243K
|
1.55K
$300K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
158+ 6.17% |
$19.6K - $24.8K
|
2.72K
$527K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2+ 4.55% |
$248 - $314
|
46
$8.92K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.49KNew |
$184K - $233K
|
1.49K
$288K
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
103KNew |
$12.8M - $16.2M
|
103K
$20M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7New |
$868 - $1.1K
|
7
$1.36K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
CALL |
500New |
$62K - $78.4K
|
500
$96.9K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-156- 97.5% |
$19.4K - $24.5K
|
4
$775
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
4+ 2.2% |
$496 - $627
|
186
$36.1K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.35KNew |
$168K - $212K
|
1.35K
$262K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-74- 1.59% |
$9.18K - $11.6K
|
4.58K
$888K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
3.82KNew |
$474K - $600K
|
3.82K
$741K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-89- 4.71% |
$11K - $14K
|
1.8K
$349K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
96New |
$11.9K - $15.1K
|
96
$18.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-728- 11.36% |
$90.3K - $114K
|
5.68K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
8+ 21.05% |
$992 - $1.25K
|
46
$8.92K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-99- 1.14% |
$12.3K - $15.5K
|
8.58K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-120- 1.17% |
$14.9K - $18.8K
|
10.2K
$1.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-713- 23.52% |
$88.4K - $112K
|
2.32K
$449K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.32K+ 1.13% |
$163K - $207K
|
118K
$22.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
130New |
$16.1K - $20.4K
|
130
$25.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
900+ 46.56% |
$112K - $141K
|
2.83K
$549K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.66% |
$124 - $157
|
152
$29.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-6.3K- 86.3% |
$782K - $988K
|
1K
$194K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
216New |
$26.8K - $33.9K
|
216
$41.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.4KNew |
$174K - $220K
|
1.4K
$271K
|
|