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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
12.7K+ 94.55% |
$1.56M - $1.77M
|
26.1K
$3.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
61+ 0.47% |
$7.51K - $8.5K
|
12.9K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.05K+ 139.25% |
$991K - $1.12M
|
13.8K
$1.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.73K- 2.58% |
$337K - $381K
|
103K
$14.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-7.68K- 1.63% |
$945K - $1.07M
|
463K
$63.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
5New |
$616 - $697
|
5
$682
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 0.56% |
$24.6K - $27.9K
|
36K
$4.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
26.5K+ 29.41% |
$3.27M - $3.7M
|
117K
$15.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
25+ 28.74% |
$3.08K - $3.48K
|
112
$15.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-352- 2.45% |
$43.3K - $49K
|
14K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.78K+ 6.18% |
$220K - $249K
|
30.6K
$4.18M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
9.31K+ 2.61% |
$1.15M - $1.3M
|
366K
$50M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
216+ 0.7% |
$26.6K - $30.1K
|
31.1K
$4.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.8K- 21.89% |
$345K - $390K
|
9.99K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
276+ 10.01% |
$34K - $38.4K
|
3.03K
$414K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.76K+ 9.97% |
$216K - $245K
|
19.4K
$2.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.8K- 27.77% |
$221K - $250K
|
4.67K
$638K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
16+ 3.44% |
$1.97K - $2.23K
|
481
$65.6K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
344+ 11.39% |
$42.3K - $47.9K
|
3.37K
$459K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
664+ 41.34% |
$81.7K - $92.5K
|
2.27K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
61.1KNew |
$7.52M - $8.51M
|
61.1K
$8.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
341+ 3.76% |
$42K - $47.5K
|
9.42K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-402- 0.55% |
$49.5K - $56K
|
72.8K
$9.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
38New |
$4.68K - $5.29K
|
38
$5.19K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.57% |
$123 - $139
|
176
$24K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
16+ 2.29% |
$1.97K - $2.23K
|
716
$97.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3+ 0.17% |
$369 - $418
|
1.78K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
13New |
$1.6K - $1.81K
|
13
$1.77K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-1.64K- 10.81% |
$202K - $228K
|
13.5K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
23.5K+ 688.02% |
$2.89M - $3.27M
|
26.9K
$3.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
26.1K+ 1.99% |
$3.22M - $3.64M
|
1.34M
$183M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
76+ 3.66% |
$9.36K - $10.6K
|
2.15K
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
8.48K+ 35.72% |
$1.04M - $1.18M
|
32.2K
$4.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
75+ 3.79% |
$9.23K - $10.4K
|
2.05K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.22KNew |
$273K - $309K
|
2.22K
$302K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-412- 2.47% |
$50.7K - $57.4K
|
16.3K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
4.4K+ 2.89% |
$542K - $613K
|
157K
$21.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.16% |
$369 - $418
|
1.89K
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.59KNew |
$688K - $779K
|
5.59K
$763K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
635KNew |
$78.2M - $88.5M
|
635K
$86.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
127+ 1.88% |
$15.6K - $17.7K
|
6.88K
$939K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
280+ 15.23% |
$34.5K - $39K
|
2.12K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-183- 1.26% |
$22.5K - $25.5K
|
14.3K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-50- 3.03% |
$6.16K - $6.97K
|
1.6K
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-150- 6.0% |
$18.5K - $20.9K
|
2.35K
$321K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
112K+ 185.11% |
$13.8M - $15.7M
|
173K
$23.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
843+ 9.88% |
$104K - $117K
|
9.37K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
4.17KNew |
$514K - $581K
|
4.17K
$569K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.66KNew |
$205K - $232K
|
1.66K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5New |
$616 - $697
|
5
$682
|