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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-402K- 1.26% |
$41.8M - $52.2M
|
31.5M
$6.1B
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-864- 3.16% |
$89.9K - $112K
|
26.4K
$5.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
10New |
$1.04K - $1.3K
|
10
$1.94K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.12KNew |
$221K - $275K
|
2.12K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.29KNew |
$342K - $427K
|
3.29K
$638K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
CALL |
2K+ 80.0% |
$208K - $259K
|
4.5K
$872K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.81K- 17.37% |
$188K - $235K
|
8.61K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
15KNew |
$1.56M - $1.95M
|
15K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
13.6K+ 18.84% |
$1.42M - $1.77M
|
85.9K
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.81K+ 39.36% |
$500K - $624K
|
17K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5New |
$520 - $649
|
5
$969
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.86KNew |
$298K - $371K
|
2.86K
$555K
|
|
|
Nov 13, 2024
Q3 2024
|
Ranger Global Real Estate Advisors, LLC
Denver, CO |
BUY
|
- |
28.7KNew |
$2.99M - $3.73M
|
28.7K
$5.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
3.19KNew |
$332K - $414K
|
3.19K
$618K
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-14.6K- 11.09% |
$1.52M - $1.89M
|
117K
$22.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
69.2KNew |
$7.2M - $8.98M
|
69.2K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
3.4K+ 27.87% |
$354K - $441K
|
15.6K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Kite Lake Capital Management (Uk) LLP
London, X0 |
BUY
|
PUT |
65KNew |
$6.76M - $8.43M
|
65K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
6.27KNew |
$652K - $813K
|
6.27K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.52K+ 10.2% |
$262K - $327K
|
27.2K
$5.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
6New |
$624 - $778
|
6
$1.16K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.88KNew |
$195K - $243K
|
1.88K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.78KNew |
$185K - $230K
|
1.78K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
CALL |
75.4KNew |
$7.84M - $9.78M
|
75.4K
$14.6M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-20.6K- 41.96% |
$2.14M - $2.67M
|
28.5K
$5.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.04KNew |
$108K - $134K
|
1.04K
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
26New |
$2.7K - $3.37K
|
26
$5.04K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-335- 35.23% |
$34.8K - $43.5K
|
616
$119K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.08KNew |
$216K - $269K
|
2.08K
$402K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-415- 2.17% |
$43.2K - $53.8K
|
18.7K
$3.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
500New |
$52K - $64.9K
|
500
$96.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
400New |
$41.6K - $51.9K
|
400
$77.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5- 0.18% |
$520 - $649
|
2.77K
$537K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
51New |
$5.3K - $6.62K
|
51
$9.88K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
257+ 5.94% |
$26.7K - $33.3K
|
4.58K
$888K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
6New |
$624 - $778
|
6
$1.16K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
307New |
$31.9K - $39.8K
|
307
$59.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-56- 11.24% |
$5.82K - $7.27K
|
442
$85.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.41% |
$520 - $649
|
1.23K
$239K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 10.0% |
$208 - $259
|
22
$4.26K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-400- 10.3% |
$41.6K - $51.9K
|
3.48K
$675K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
400New |
$41.6K - $51.9K
|
400
$77.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
42New |
$4.37K - $5.45K
|
42
$8.14K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8New |
$832 - $1.04K
|
8
$1.55K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
350+ 41.18% |
$36.4K - $45.4K
|
1.2K
$233K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.29K+ 18.63% |
$342K - $426K
|
20.9K
$4.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
96+ 14.14% |
$9.98K - $12.5K
|
775
$150K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-31- 20.95% |
$3.22K - $4.02K
|
117
$22.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-2- 6.25% |
$208 - $259
|
30
$5.81K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
32New |
$3.33K - $4.15K
|
32
$6.2K
|
|