WELL Insider Trading

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About

Insider Ownership Percentage: 0.12%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $187,038.00

Welltower Insider Trading History Chart

Welltower Share Price & Price History

^$152.50

▼ -1.65 (-1.07%)

As of 04/2/2025 04:10 PM ET

Days: 30 | 90 | 365

Welltower Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction	Details
6/4/2024	Kenneth J. Bacon	Director	Sell	1,800	$103.91	$187,038.00	14,579

SEC Filings (Institutional Ownership Changes) for Welltower (NYSE:WELL)

94.80% of Welltower stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Welltower Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/1/2025	MassMutual Private Wealth & Trust FSB	2,406	$0.37M	0.0%	+14.1%	0.000%
3/17/2025	Wealth Enhancement Advisory Services LLC	121,080	$15.26M	0.0%	+0.8%	0.019%
3/14/2025	Lansforsakringar Fondforvaltning AB publ	204,857	$25.82M	0.3%	N/A	0.032%
3/12/2025	Centaurus Financial Inc.	17,135	$2.16M	0.1%	+2,074.5%	0.003%
3/6/2025	Wood Tarver Financial Group LLC	432	$54K	0.0%	N/A	0.000%
3/5/2025	Probity Advisors Inc.	1,785	$0.23M	0.0%	-3.9%	0.000%
3/4/2025	Comprehensive Money Management Services LLC	4,276	$0.54M	0.4%	N/A	0.001%
3/4/2025	Dogwood Wealth Management LLC	4,846	$0.61M	0.3%	+9.7%	0.001%
3/4/2025	Siemens Fonds Invest GmbH	16,827	$2.10M	0.1%	+120.1%	0.003%
2/28/2025	Universal Beteiligungs und Servicegesellschaft mbH	1,541,472	$194.27M	0.4%	N/A	0.240%
2/28/2025	Brooklyn FI LLC	4,864	$0.64M	0.1%	N/A	0.001%
2/28/2025	Employees Retirement System of Texas	320,000	$40.33M	0.3%	+7.0%	0.050%
2/27/2025	Azzad Asset Management Inc. ADV	10,877	$1.37M	0.3%	+11.6%	0.002%
2/27/2025	Pinnacle Wealth Planning Services Inc.	2,080	$0.26M	0.0%	-38.6%	0.000%
2/25/2025	B. Riley Wealth Advisors Inc.	22,869	$2.88M	0.1%	-15.7%	0.004%
2/25/2025	Integrated Advisors Network LLC	4,821	$0.61M	0.0%	+2.4%	0.001%
2/24/2025	Ameriflex Group Inc.	506	$69K	0.0%	N/A	0.000%
2/21/2025	AlphaCore Capital LLC	4,522	$0.57M	0.1%	-2.5%	0.001%
2/20/2025	Mackenzie Financial Corp	233,792	$29.47M	0.0%	-16.9%	0.036%
2/19/2025	Toronto Dominion Bank	319,949	$40.32M	0.1%	-10.7%	0.050%
2/19/2025	Retirement Planning Group LLC NY	2,476	$0.31M	0.3%	N/A	0.000%
2/19/2025	GF Fund Management CO. LTD.	11,239	$1.42M	0.0%	N/A	0.002%
2/19/2025	Public Employees Retirement System of Ohio	1,099,391	$138.56M	0.5%	+0.4%	0.171%
2/18/2025	GTS Securities LLC	4,033	$0.51M	0.0%	-120.3%	0.001%
2/18/2025	Vise Technologies Inc.	10,643	$1.34M	0.1%	+284.8%	0.002%
2/18/2025	Orion Capital Management LLC	2,120	$0.27M	0.1%	-4.5%	0.000%
2/18/2025	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	118,434	$14.93M	0.1%	+18.7%	0.019%
2/18/2025	Focus Partners Advisor Solutions LLC	5,699	$0.72M	0.0%	+3.1%	0.001%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	7,632,705	$961.95M	0.2%	+10.3%	1.226%
2/17/2025	USS Investment Management Ltd	111,703	$14.06M	0.1%	-9.9%	0.018%
2/17/2025	Waverly Advisors LLC	13,805	$1.74M	0.0%	+18.6%	0.002%
2/17/2025	Worldquant Millennium Advisors LLC	221,098	$27.87M	0.2%	N/A	0.036%
2/17/2025	Woodline Partners LP	35,377	$4.46M	0.0%	N/A	0.006%
2/17/2025	Zimmer Partners LP	3,329,794	$419.65M	7.2%	+0.4%	0.535%
2/17/2025	Vident Advisory LLC	30,434	$3.84M	0.1%	-32.3%	0.005%
2/17/2025	Virtus Investment Advisers Inc.	785	$99K	0.1%	N/A	0.000%
2/17/2025	Visionary Wealth Advisors	2,760	$0.35M	0.0%	-3.5%	0.000%
2/17/2025	Wexford Capital LP	10,500	$1.32M	0.2%	N/A	0.002%
2/17/2025	Tidal Investments LLC	45,492	$5.73M	0.0%	+116.5%	0.007%
2/17/2025	TrinityPoint Wealth LLC	11,404	$1.44M	0.2%	+13.3%	0.002%
2/17/2025	State of Wyoming	1,459	$0.18M	0.0%	N/A	0.000%
2/17/2025	Strategic Wealth Partners Ltd.	2,593	$0.33M	0.0%	-2.6%	0.000%
2/17/2025	Toronto Dominion Bank	319,949	$40.32M	0.1%	-10.7%	0.051%
2/17/2025	Shell Asset Management Co.	32,312	$4.07M	0.2%	+13.9%	0.005%
2/17/2025	Rafferty Asset Management LLC	77,843	$9.81M	0.0%	-5.4%	0.013%
2/17/2025	Raiffeisen Bank International AG	5,513	$0.69M	0.0%	N/A	0.001%
2/17/2025	Resolution Capital Ltd	5,769,173	$727.09M	13.1%	-5.5%	0.926%
2/17/2025	Point72 Asset Management L.P.	63,059	$7.95M	0.0%	-39.1%	0.010%
2/17/2025	ProShare Advisors LLC	122,602	$15.45M	0.0%	-42.9%	0.020%
2/17/2025	Quantinno Capital Management LP	41,657	$5.25M	0.1%	+14.4%	0.007%
2/17/2025	Mufg Securities Americas Inc.	8,732	$1.10M	0.1%	N/A	0.001%
2/17/2025	Nissay Asset Management Corp Japan ADV	159,143	$19.89M	0.1%	+5.3%	0.026%
2/17/2025	Nomura Holdings Inc.	88,167	$11.11M	0.0%	N/A	0.014%
2/17/2025	NorthRock Partners LLC	5,307	$0.67M	0.0%	+147.0%	0.001%
2/17/2025	Nuveen Asset Management LLC	4,790,755	$603.78M	0.2%	-1.0%	0.769%
2/17/2025	OMERS ADMINISTRATION Corp	23,491	$2.96M	0.0%	+22.0%	0.004%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	83,383	$10.51M	0.0%	+4.9%	0.013%
2/17/2025	Lazard Asset Management LLC	8,857	$1.12M	0.0%	-55.7%	0.001%
2/17/2025	LMR Partners LLP	3,712	$0.47M	0.0%	N/A	0.001%
2/17/2025	Laird Norton Wetherby Wealth Management LLC	6,686	$0.84M	0.0%	-14.7%	0.001%
2/17/2025	Investment Management Corp of Ontario	24,256	$3.06M	0.1%	+22.4%	0.004%
2/17/2025	Janus Henderson Group PLC	578,584	$72.84M	0.0%	-48.0%	0.093%
2/17/2025	Jefferies Financial Group Inc.	129,000	$16.26M	0.1%	N/A	0.020%
2/17/2025	GRS Advisors LLC	34,474	$4.35M	0.4%	+76.5%	0.006%
2/17/2025	Geller Advisors LLC	1,911	$0.24M	0.0%	+3.7%	0.000%
2/17/2025	Gotham Asset Management LLC	65,824	$8.30M	0.1%	+85.5%	0.011%
2/17/2025	Graham Capital Management L.P.	6,982	$0.88M	0.0%	N/A	0.001%
2/17/2025	Focus Partners Wealth	36,905	$4.81M	0.0%	+74.9%	0.006%
2/17/2025	Ellevest Inc.	5,494	$0.69M	0.0%	+23.6%	0.001%
2/17/2025	Ensign Peak Advisors Inc	146,650	$18.48M	0.0%	+1.6%	0.024%
2/17/2025	Ethic Inc.	79,917	$10.07M	0.2%	+26.4%	0.013%
2/17/2025	Fiduciary Trust Co	2,660	$0.34M	0.0%	+9.4%	0.000%
2/17/2025	FJ Capital Management LLC	19,341	$2.44M	0.3%	-6.3%	0.003%
2/17/2025	Fred Alger Management LLC	54,041	$6.81M	0.0%	-26.0%	0.009%
2/17/2025	Deutsche Bank AG	5,003,103	$630.54M	0.2%	+5.4%	0.803%
2/17/2025	DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main	6,518,273	$821.50M	0.8%	+3.7%	1.047%
2/17/2025	EP Wealth Advisors LLC	4,157	$0.52M	0.0%	+18.9%	0.001%
2/17/2025	CoreCap Advisors LLC	3,113	$0.39M	0.0%	-3.5%	0.000%
2/17/2025	Cresset Asset Management LLC	5,654	$0.71M	0.0%	N/A	0.001%
2/17/2025	Cetera Investment Advisers	86,745	$10.93M	0.0%	-2.1%	0.014%
2/17/2025	Centiva Capital LP	17,582	$2.22M	0.0%	-11.7%	0.003%
2/17/2025	Cercano Management LLC	123,863	$15.61M	0.4%	N/A	0.020%
2/17/2025	BOKF NA	2,509	$0.31M	0.0%	-3.9%	0.000%
2/17/2025	BROOKFIELD Corp ON	266,997	$33.65M	0.2%	+42.6%	0.043%
2/17/2025	Blue Capital Inc.	2,616	$0.33M	0.2%	N/A	0.000%
2/17/2025	Bridgefront Capital LLC	2,321	$0.29M	0.1%	N/A	0.000%
2/17/2025	Cahill Financial Advisors Inc.	1,715	$0.22M	0.0%	-5.9%	0.000%
2/17/2025	Captrust Financial Advisors	81,260	$10.24M	0.0%	+4.0%	0.013%
2/17/2025	Cary Street Partners Financial LLC	1,339	$0.17M	0.0%	N/A	0.000%
2/17/2025	Baird Financial Group Inc.	11,914	$1.50M	0.0%	+7.0%	0.002%
2/17/2025	Balyasny Asset Management L.P.	167,179	$21.07M	0.0%	+1,156.0%	0.027%
2/17/2025	Bamco Inc. NY	1,151,495	$145.12M	0.4%	+18.1%	0.185%
2/17/2025	Baldwin Investment Management LLC	4,027	$0.51M	0.1%	+7.1%	0.001%
2/17/2025	Bank of America Corp DE	18,706,788	$2.36B	0.2%	+9.7%	3.004%
2/17/2025	Benjamin Edwards Inc.	22,330	$2.82M	0.0%	+13.2%	0.004%
2/17/2025	Ameriprise Financial Inc.	1,603,050	$197.53M	0.1%	-5.3%	0.257%
2/17/2025	Alteri Wealth LLC	7,176	$0.90M	0.3%	N/A	0.001%
2/17/2025	Alyeska Investment Group L.P.	581,839	$73.33M	0.3%	+355.7%	0.093%
2/17/2025	Ancora Advisors LLC	7,853	$0.99M	0.0%	-3.3%	0.001%
2/17/2025	Aptus Capital Advisors LLC	4,509	$0.57M	0.0%	+36.8%	0.001%

Data available starting January 2016

See Full Table

Welltower Inc. (NYSE:WELL), a real estate investment trust ("REIT") and S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. Welltower invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience. Welltower owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing and post-acute communities and outpatient medical properties.

Today's Range

Now: $152.50

$152.18

$154.99

50 Day Range

MA: $146.67

$131.17

$156.91

52 Week Range

Now: $152.50

$87.87

$158.55

Volume

1,246,976 shs

Average Volume

3,003,821 shs

Market Capitalization

$97.80 billion

P/E Ratio

97.76

Dividend Yield

1.79%

Beta

1.2

Who are the company insiders with the largest holdings of Welltower?: Welltower's top insider investors include:
Kenneth J Bacon (Director)
Learn More about top insider investors at Welltower.
Who are the major institutional investors of Welltower?: Welltower's top institutional investors include:
MassMutual Private Wealth & Trust FSB — 0.00%
Learn More about top institutional investors of Welltower stock.
Which institutional investors are buying Welltower stock?: During the previous quarter, WELL stock was purchased by institutional investors including:
MassMutual Private Wealth & Trust FSB