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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
44.2KNew |
$5.49M - $6.94M
|
44.2K
$8.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-142- 6.42% |
$17.6K - $22.3K
|
2.07K
$401K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
720New |
$89.3K - $113K
|
720
$140K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-23- 17.97% |
$2.85K - $3.61K
|
105
$20.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-456- 25.47% |
$56.6K - $71.5K
|
1.33K
$259K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
8+ 4.57% |
$992 - $1.25K
|
183
$35.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
134+ 7.84% |
$16.6K - $21K
|
1.84K
$357K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.24K- 49.02% |
$402K - $508K
|
3.37K
$652K
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
16.9K+ 29.75% |
$2.1M - $2.65M
|
73.7K
$14.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
1.79KNew |
$222K - $280K
|
1.79K
$346K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-24- 19.05% |
$2.98K - $3.76K
|
102
$19.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-25- 1.13% |
$3.1K - $3.92K
|
2.19K
$424K
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
1.52KNew |
$189K - $238K
|
1.52K
$295K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
11New |
$1.36K - $1.73K
|
11
$2.13K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
1.86K+ 1.81% |
$231K - $292K
|
105K
$20.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
107+ 57.22% |
$13.3K - $16.8K
|
294
$57K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
25.2KNew |
$3.13M - $3.96M
|
25.2K
$4.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
100New |
$12.4K - $15.7K
|
100
$19.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
CALL |
-15K- 27.27% |
$1.86M - $2.35M
|
40K
$7.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
2.5KNew |
$310K - $392K
|
2.5K
$484K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
10New |
$1.24K - $1.57K
|
10
$1.94K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-37- 1.51% |
$4.59K - $5.8K
|
2.42K
$469K
|
|
| Q4 2024 | |||||||
|
Jun 10, 2025
Q4 2024
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
800New |
$98.5K - $111K
|
800
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-46.7K- 0.97% |
$5.75M - $6.5M
|
4.79M
$929M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-1.1K- 22.45% |
$135K - $153K
|
3.8K
$737K
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.08K+ 16.18% |
$255K - $289K
|
14.9K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-50- 0.34% |
$6.16K - $6.97K
|
14.5K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-8K- 24.24% |
$985K - $1.11M
|
25K
$4.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
46New |
$5.66K - $6.41K
|
46
$8.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.34K+ 13.27% |
$164K - $186K
|
11.4K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-51.9KClosed |
$6.38M - $7.22M
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
69+ 3.75% |
$8.49K - $9.61K
|
1.91K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
249+ 10.42% |
$30.7K - $34.7K
|
2.64K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
710+ 39.14% |
$87.4K - $98.9K
|
2.52K
$489K
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2.12KNew |
$261K - $295K
|
2.12K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
78New |
$9.6K - $10.9K
|
78
$15.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
10.5KNew |
$1.29M - $1.46M
|
10.5K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.46KNew |
$180K - $203K
|
1.46K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
3.08KNew |
$379K - $429K
|
3.08K
$596K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
6New |
$739 - $836
|
6
$1.16K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
60New |
$7.39K - $8.36K
|
60
$11.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
486+ 17.41% |
$59.8K - $67.7K
|
3.28K
$635K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
15New |
$1.85K - $2.09K
|
15
$2.91K
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
10.5K+ 198.4% |
$1.29M - $1.46M
|
15.8K
$3.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-29.6K- 29.16% |
$3.65M - $4.13M
|
72K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.01KNew |
$862K - $976K
|
7.01K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
776New |
$95.5K - $108K
|
776
$150K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9New |
$1.11K - $1.25K
|
9
$1.74K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
23New |
$2.83K - $3.2K
|
23
$4.46K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
4+ 0.22% |
$492 - $557
|
1.8K
$349K
|
|