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 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
470+ 2.85% |
$58.3K - $73.7K
|
17K
$2.59M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
465+ 4.52% |
$57.7K - $72.9K
|
10.8K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
462+ 13.25% |
$57.3K - $72.5K
|
3.95K
$601K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
441+ 9.72% |
$54.7K - $69.2K
|
4.98K
$758K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
437+ 12.31% |
$54.2K - $68.5K
|
3.99K
$607K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
435+ 24.76% |
$54K - $68.2K
|
2.19K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
434+ 41.77% |
$53.8K - $68.1K
|
1.47K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
417+ 13.5% |
$51.7K - $65.4K
|
3.51K
$534K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
416+ 1.19% |
$51.6K - $65.3K
|
35.3K
$5.37M
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
414+ 2.66% |
$51.4K - $64.9K
|
16K
$2.44M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
411+ 1.12% |
$51K - $64.5K
|
37.1K
$5.64M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
410+ 9.5% |
$50.9K - $64.3K
|
4.73K
$719K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
405+ 6.67% |
$50.2K - $63.5K
|
6.47K
$986K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
401+ 6.33% |
$49.7K - $62.9K
|
6.73K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
400+ 2.82% |
$49.6K - $62.7K
|
14.6K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
396+ 7.39% |
$49.1K - $62.1K
|
5.76K
$876K
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
393+ 1.05% |
$48.8K - $61.6K
|
37.9K
$5.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
390+ 25.31% |
$48.4K - $61.2K
|
1.93K
$294K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
385New |
$47.8K - $60.4K
|
385
$58.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
384+ 19.88% |
$47.6K - $60.2K
|
2.32K
$353K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
381+ 7.52% |
$47.3K - $59.8K
|
5.45K
$829K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
373+ 1.95% |
$46.3K - $58.5K
|
19.5K
$2.97M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
359+ 52.79% |
$44.5K - $56.3K
|
1.04K
$158K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
359+ 13.45% |
$44.5K - $56.3K
|
3.03K
$461K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
342+ 10.99% |
$42.4K - $53.6K
|
3.46K
$526K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
342+ 7.56% |
$42.4K - $53.6K
|
4.86K
$741K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
332+ 11.87% |
$41.2K - $52.1K
|
3.13K
$476K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
300New |
$37.2K - $47.1K
|
300
$45.7K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
300New |
$37.2K - $47.1K
|
300
$45.7K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
CALL |
300+ 75.0% |
$37.2K - $47.1K
|
700
$107K
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
300+ 2.46% |
$37.2K - $47.1K
|
12.5K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
297+ 3.71% |
$36.8K - $46.6K
|
8.3K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
292New |
$36.2K - $45.8K
|
292
$44.5K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
281+ 6.94% |
$34.9K - $44.1K
|
4.33K
$659K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
280+ 0.66% |
$34.7K - $43.9K
|
42.7K
$6.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
280+ 0.06% |
$34.7K - $43.9K
|
459K
$69.8M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
271New |
$33.6K - $42.5K
|
271
$41.3K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
269+ 8.33% |
$33.4K - $42.2K
|
3.5K
$533K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
269+ 13.05% |
$33.4K - $42.2K
|
2.33K
$355K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
259+ 2.38% |
$32.1K - $40.6K
|
11.1K
$1.7M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
250+ 25.13% |
$31K - $39.2K
|
1.25K
$190K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
245New |
$30.4K - $38.4K
|
245
$37.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
243+ 11.84% |
$30.1K - $38.1K
|
2.3K
$350K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
243+ 7.83% |
$30.1K - $38.1K
|
3.35K
$509K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
242+ 7.0% |
$30K - $38K
|
3.7K
$563K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
237+ 9.82% |
$29.4K - $37.2K
|
2.65K
$404K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
227+ 6.58% |
$28.2K - $35.6K
|
3.68K
$560K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
222+ 10.95% |
$27.5K - $34.8K
|
2.25K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
216+ 8.45% |
$26.8K - $33.9K
|
2.77K
$422K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
216New |
$26.8K - $33.9K
|
216
$32.9K
|