Latest Institutional Purchases of Welltower Inc. (WELL)
This list provides information on the latest institutional transactions involving Welltower Inc. (WELL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
995+ 19.59% |
$123K - $156K
|
6.07K
$925K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
995+ 35.47% |
$123K - $156K
|
3.8K
$579K
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
960+ 2.18% |
$119K - $151K
|
44.9K
$6.84M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
956+ 6.65% |
$119K - $150K
|
15.3K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
951+ 14.42% |
$118K - $149K
|
7.55K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
900+ 46.56% |
$112K - $141K
|
2.83K
$431K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
900+ 5.63% |
$112K - $141K
|
16.9K
$2.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
852+ 23.22% |
$106K - $134K
|
4.52K
$688K
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
BUY
|
- |
849+ 51.3% |
$105K - $133K
|
2.5K
$381K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
849+ 133.49% |
$105K - $133K
|
1.49K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
840+ 10.53% |
$104K - $132K
|
8.82K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
837+ 19.43% |
$104K - $131K
|
5.15K
$783K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
836+ 9.32% |
$104K - $131K
|
9.81K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
833+ 18.34% |
$103K - $131K
|
5.38K
$818K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
828+ 8.79% |
$103K - $130K
|
10.2K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
827+ 8.82% |
$103K - $130K
|
10.2K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
824+ 1.87% |
$102K - $129K
|
44.9K
$6.84M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
817+ 1.01% |
$101K - $128K
|
82.1K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
808+ 14.71% |
$100K - $127K
|
6.3K
$959K
|
|
|
May 08, 2025
Q1 2025
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
807+ 4.32% |
$100K - $127K
|
19.5K
$2.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
801+ 83.79% |
$99.4K - $126K
|
1.76K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
786+ 4.05% |
$97.5K - $123K
|
20.2K
$3.07M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
767+ 5.32% |
$95.1K - $120K
|
15.2K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
753+ 3.99% |
$93.4K - $118K
|
19.6K
$2.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
729+ 2.97% |
$90.4K - $114K
|
25.3K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
725+ 12.87% |
$89.9K - $114K
|
6.36K
$968K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
720New |
$89.3K - $113K
|
720
$110K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
717+ 14.79% |
$88.9K - $112K
|
5.56K
$847K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
654+ 7.0% |
$81.1K - $103K
|
10K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
653+ 3.13% |
$81K - $102K
|
21.5K
$3.27M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
650+ 0.55% |
$80.6K - $102K
|
119K
$18.1M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
621+ 8.44% |
$77K - $97.4K
|
7.98K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
609+ 12.57% |
$75.5K - $95.5K
|
5.46K
$831K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
606+ 6.3% |
$75.2K - $95.1K
|
10.2K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
599New |
$74.3K - $94K
|
599
$91.2K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
594+ 3.16% |
$73.7K - $93.2K
|
19.4K
$2.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
589+ 26.83% |
$73.1K - $92.4K
|
2.78K
$424K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
583+ 23.11% |
$72.3K - $91.4K
|
3.11K
$473K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
575+ 5.4% |
$71.3K - $90.2K
|
11.2K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
BUY
|
- |
568+ 1.55% |
$70.5K - $89.1K
|
37.2K
$5.66M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
560+ 1.77% |
$69.5K - $87.8K
|
32.3K
$4.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
555+ 4.94% |
$68.8K - $87.1K
|
11.8K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
551+ 14.18% |
$68.4K - $86.4K
|
4.44K
$676K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
527New |
$65.4K - $82.7K
|
527
$80.2K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
521+ 21.45% |
$64.6K - $81.7K
|
2.95K
$449K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
517New |
$64.1K - $81.1K
|
517
$78.7K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
513+ 8.25% |
$63.6K - $80.5K
|
6.73K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
CALL |
500New |
$62K - $78.4K
|
500
$76.1K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
492+ 20.09% |
$61K - $77.2K
|
2.94K
$448K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
478+ 18.29% |
$59.3K - $75K
|
3.09K
$471K
|