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 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
103+ 2.2% |
$12.8K - $16.2K
|
4.78K
$727K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
100+ 5.0% |
$12.4K - $15.7K
|
2.1K
$320K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
100+ 0.36% |
$12.4K - $15.7K
|
27.6K
$4.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
100New |
$12.4K - $15.7K
|
100
$15.2K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
99New |
$12.3K - $15.5K
|
99
$15.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
97+ 5.5% |
$12K - $15.2K
|
1.86K
$283K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
96New |
$11.9K - $15.1K
|
96
$14.6K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
86+ 0.85% |
$10.7K - $13.5K
|
10.2K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
85New |
$10.5K - $13.3K
|
85
$12.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
80+ 12.25% |
$9.92K - $12.5K
|
733
$112K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
78+ 1.2% |
$9.68K - $12.2K
|
6.59K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
77New |
$9.55K - $12.1K
|
77
$11.7K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
77+ 4.33% |
$9.55K - $12.1K
|
1.85K
$282K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
77+ 1.77% |
$9.55K - $12.1K
|
4.43K
$674K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
73+ 2.04% |
$9.06K - $11.5K
|
3.64K
$555K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
72+ 1440.0% |
$8.93K - $11.3K
|
77
$11.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
69+ 1.22% |
$8.56K - $10.8K
|
5.74K
$875K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
68+ 31.63% |
$8.44K - $10.7K
|
283
$43.1K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
66+ 21.09% |
$8.19K - $10.4K
|
379
$57.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
58+ 1.6% |
$7.19K - $9.1K
|
3.68K
$560K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
57+ 0.16% |
$7.07K - $8.94K
|
36.2K
$5.51M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
56+ 20.74% |
$6.95K - $8.78K
|
326
$49.6K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
53+ 1.23% |
$6.57K - $8.31K
|
4.37K
$666K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
53+ 3.89% |
$6.57K - $8.31K
|
1.42K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
49+ 28.49% |
$6.08K - $7.69K
|
221
$33.6K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
49+ 1.22% |
$6.08K - $7.69K
|
4.08K
$621K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
49New |
$6.08K - $7.69K
|
49
$7.46K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
48+ 2.83% |
$5.95K - $7.53K
|
1.75K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
45+ 0.57% |
$5.58K - $7.06K
|
7.9K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
45+ 1.36% |
$5.58K - $7.06K
|
3.34K
$509K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
44+ 8.16% |
$5.46K - $6.9K
|
583
$88.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
39+ 108.33% |
$4.84K - $6.12K
|
75
$11.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
38+ 0.91% |
$4.71K - $5.96K
|
4.22K
$643K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
37+ 1.77% |
$4.59K - $5.8K
|
2.13K
$324K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
37New |
$4.59K - $5.8K
|
37
$5.63K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
35+ 1.78% |
$4.34K - $5.49K
|
2K
$304K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
31+ 1.77% |
$3.85K - $4.86K
|
1.78K
$271K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
31New |
$3.85K - $4.86K
|
31
$4.72K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
29+ 0.46% |
$3.6K - $4.55K
|
6.35K
$967K
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
29+ 0.55% |
$3.6K - $4.55K
|
5.33K
$811K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
26+ 520.0% |
$3.23K - $4.08K
|
31
$4.72K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
25+ 11.36% |
$3.1K - $3.92K
|
245
$37.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
23+ 0.89% |
$2.85K - $3.61K
|
2.62K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
22+ 200.0% |
$2.73K - $3.45K
|
33
$5.02K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
22+ 0.35% |
$2.73K - $3.45K
|
6.26K
$953K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
21+ 0.44% |
$2.61K - $3.29K
|
4.84K
$737K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
20+ 0.94% |
$2.48K - $3.14K
|
2.15K
$327K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20+ 0.64% |
$2.48K - $3.14K
|
3.13K
$476K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
19+ 19.0% |
$2.36K - $2.98K
|
119
$18.1K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
18+ 1.01% |
$2.23K - $2.82K
|
1.81K
$275K
|