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 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
212New |
$26.3K - $33.3K
|
212
$32.3K
|
|
|
Apr 02, 2025
Q1 2025
|
Franchise Capital LTD
Grand Cayman, E9 |
BUY
|
- |
209New |
$25.9K - $32.8K
|
209
$31.8K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
207+ 0.74% |
$25.7K - $32.5K
|
28.3K
$4.31M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
203New |
$25.2K - $31.8K
|
203
$30.9K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
202+ 2.27% |
$25.1K - $31.7K
|
9.11K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
CALL |
200New |
$24.8K - $31.4K
|
200
$30.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
194+ 1.35% |
$24.1K - $30.4K
|
14.5K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
191+ 22.85% |
$23.7K - $30K
|
1.03K
$156K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
185+ 3.89% |
$22.9K - $29K
|
4.94K
$751K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
185New |
$22.9K - $29K
|
185
$28.2K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
180+ 6.46% |
$22.3K - $28.2K
|
2.97K
$452K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
177+ 2.41% |
$22K - $27.8K
|
7.51K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
176+ 1.4% |
$21.8K - $27.6K
|
12.7K
$1.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
174+ 1.52% |
$21.6K - $27.3K
|
11.6K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
173New |
$21.5K - $27.1K
|
173
$26.3K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
172+ 162.26% |
$21.3K - $27K
|
278
$42.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
165+ 2.16% |
$20.5K - $25.9K
|
7.8K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
164+ 7.33% |
$20.3K - $25.7K
|
2.4K
$365K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
160+ 9.81% |
$19.8K - $25.1K
|
1.79K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
159+ 1.99% |
$19.7K - $24.9K
|
8.16K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
159+ 8.4% |
$19.7K - $24.9K
|
2.05K
$312K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
158+ 6.17% |
$19.6K - $24.8K
|
2.72K
$414K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
157+ 6.86% |
$19.5K - $24.6K
|
2.44K
$372K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
156+ 1.22% |
$19.4K - $24.5K
|
13K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
154+ 7.4% |
$19.1K - $24.2K
|
2.23K
$340K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
152+ 9.52% |
$18.9K - $23.8K
|
1.75K
$266K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
151+ 7.82% |
$18.7K - $23.7K
|
2.08K
$317K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
151+ 60.89% |
$18.7K - $23.7K
|
399
$60.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
151+ 4.61% |
$18.7K - $23.7K
|
3.43K
$522K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
148+ 704.76% |
$18.4K - $23.2K
|
169
$25.7K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
142New |
$17.6K - $22.3K
|
142
$21.6K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
141+ 9.81% |
$17.5K - $22.1K
|
1.58K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
140+ 4.05% |
$17.4K - $22K
|
3.6K
$548K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
139+ 4.13% |
$17.2K - $21.8K
|
3.5K
$533K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
137+ 20.24% |
$17K - $21.5K
|
814
$124K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
134+ 7.84% |
$16.6K - $21K
|
1.84K
$281K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
133+ 2.38% |
$16.5K - $20.9K
|
5.71K
$870K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
132+ 8.04% |
$16.4K - $20.7K
|
1.77K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
131+ 2.57% |
$16.3K - $20.5K
|
5.22K
$795K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
131+ 3.41% |
$16.3K - $20.5K
|
3.98K
$605K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
130New |
$16.1K - $20.4K
|
130
$19.8K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
129+ 2580.0% |
$16K - $20.2K
|
134
$20.4K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
128New |
$15.9K - $20.1K
|
128
$19.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
118+ 4.13% |
$14.6K - $18.5K
|
2.97K
$452K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
117+ 25.77% |
$14.5K - $18.4K
|
571
$86.9K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
113+ 1.21% |
$14K - $17.7K
|
9.48K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
110+ 21.74% |
$13.6K - $17.3K
|
616
$93.8K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
108+ 3.15% |
$13.4K - $16.9K
|
3.54K
$538K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
107+ 57.22% |
$13.3K - $16.8K
|
294
$44.8K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
103New |
$12.8K - $16.2K
|
103
$15.7K
|