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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.06KNew |
$401K - $465K
|
5.06K
$536K
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
4.47KNew |
$355K - $411K
|
4.47K
$474K
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
4.14K+ 30.58% |
$328K - $380K
|
17.7K
$1.87M
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3.98KNew |
$316K - $366K
|
3.98K
$422K
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
3.96KNew |
$314K - $363K
|
3.96K
$419K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.74KNew |
$296K - $343K
|
3.74K
$396K
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.69KNew |
$293K - $339K
|
3.69K
$391K
|
|
Feb 13, 2024
Q4 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
3.6K+ 19.98% |
$286K - $331K
|
21.6K
$2.29M
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
3.23KNew |
$256K - $296K
|
3.23K
$342K
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
3KNew |
$238K - $276K
|
3K
$318K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.69K+ 47.56% |
$213K - $247K
|
8.33K
$883K
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.62KNew |
$208K - $241K
|
2.62K
$278K
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.49KNew |
$197K - $229K
|
2.49K
$264K
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.46KNew |
$195K - $226K
|
2.46K
$261K
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.41KNew |
$191K - $221K
|
2.41K
$255K
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.4KNew |
$190K - $220K
|
2.4K
$254K
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.38KNew |
$188K - $218K
|
2.38K
$252K
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.36KNew |
$187K - $217K
|
2.36K
$250K
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.34KNew |
$186K - $215K
|
2.34K
$248K
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.31KNew |
$183K - $212K
|
2.31K
$245K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.31KNew |
$183K - $212K
|
2.31K
$244K
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.3KNew |
$182K - $211K
|
2.3K
$244K
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.27KNew |
$180K - $209K
|
2.27K
$241K
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.25KNew |
$179K - $207K
|
2.25K
$239K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
2.23KNew |
$177K - $205K
|
2.23K
$236K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.5K+ 91.7% |
$119K - $138K
|
3.14K
$333K
|
|
Feb 14, 2024
Q4 2023
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
1.24K+ 9.02% |
$98.7K - $114K
|
15K
$1.59M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.15K+ 12.69% |
$91.5K - $106K
|
10.3K
$1.09M
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.05KNew |
$83.5K - $96.7K
|
1.05K
$112K
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
951+ 6.83% |
$75.4K - $87.4K
|
14.9K
$1.58M
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
786New |
$62.3K - $72.2K
|
786
$83.3K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
737+ 9.64% |
$58.5K - $67.7K
|
8.38K
$888K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
690New |
$54.7K - $63.4K
|
690
$73.1K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
574New |
$45.5K - $52.7K
|
574
$60.8K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
545New |
$43.2K - $50.1K
|
545
$57.8K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
504New |
$40K - $46.3K
|
504
$53.4K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
407+ 3.93% |
$32.3K - $37.4K
|
10.8K
$1.14M
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
303New |
$24K - $27.8K
|
303
$32.1K
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
285+ 2.56% |
$22.6K - $26.2K
|
11.4K
$1.21M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
241New |
$19.1K - $22.1K
|
241
$25.5K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
205New |
$16.3K - $18.8K
|
205
$21.7K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
166New |
$13.2K - $15.3K
|
166
$17.6K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
144New |
$11.4K - $13.2K
|
144
$15.3K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
140New |
$11.1K - $12.9K
|
140
$14.8K
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
104+ 3.93% |
$8.25K - $9.55K
|
2.75K
$291K
|
|
Jan 18, 2024
Q4 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
100+ 4.0% |
$7.93K - $9.19K
|
2.6K
$276K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
82New |
$6.5K - $7.53K
|
82
$8.69K
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
35New |
$2.78K - $3.22K
|
35
$3.71K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
31New |
$2.46K - $2.85K
|
31
$3.29K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
28+ 3.83% |
$2.22K - $2.57K
|
759
$80.4K
|