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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
8.28KNew |
$583K - $679K
|
8.28K
$878K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.17KNew |
$293K - $342K
|
4.17K
$442K
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
4.16KNew |
$293K - $341K
|
4.16K
$441K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
3.48KNew |
$245K - $285K
|
3.48K
$369K
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
3.33KNew |
$235K - $273K
|
3.33K
$353K
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
3.12KNew |
$220K - $256K
|
3.12K
$331K
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.02KNew |
$212K - $247K
|
3.02K
$320K
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.78KNew |
$196K - $228K
|
2.78K
$295K
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.56KNew |
$180K - $209K
|
2.56K
$271K
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.52KNew |
$177K - $207K
|
2.52K
$267K
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.49KNew |
$175K - $204K
|
2.49K
$264K
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
890+ 104.22% |
$62.6K - $72.9K
|
1.74K
$185K
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
746+ 2.01% |
$52.5K - $61.1K
|
37.9K
$4.02M
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
620+ 21.75% |
$43.6K - $50.8K
|
3.47K
$368K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
317New |
$22.3K - $26K
|
317
$33.6K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
300New |
$21.1K - $24.6K
|
300
$31.8K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
250New |
$17.6K - $20.5K
|
250
$26.5K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
138New |
$9.71K - $11.3K
|
138
$14.6K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
134New |
$9.43K - $11K
|
134
$14.2K
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
114New |
$8.02K - $9.34K
|
114
$12.1K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100New |
$7.04K - $8.2K
|
100
$10.6K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
100New |
$7.04K - $8.2K
|
100
$10.6K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
59+ 5.06% |
$4.15K - $4.84K
|
1.23K
$130K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
45+ 27.11% |
$3.17K - $3.69K
|
211
$22.4K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
40New |
$2.82K - $3.28K
|
40
$4.24K
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
35New |
$2.46K - $2.87K
|
35
$3.71K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
9+ 0.81% |
$633 - $738
|
1.12K
$118K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9New |
$633 - $738
|
9
$954
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
7New |
$493 - $574
|
7
$742
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
6New |
$422 - $492
|
6
$636
|
|
Q1 2023 | |||||||
May 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
17.6MNew |
$1.16B - $1.38B
|
17.6M
$1.87B
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
156KNew |
$10.3M - $12.2M
|
156K
$16.5M
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
11.7KNew |
$769K - $913K
|
11.7K
$1.24M
|
|
May 15, 2023
Q1 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
7.71KNew |
$507K - $601K
|
7.71K
$816K
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
7.46KNew |
$490K - $582K
|
7.46K
$790K
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
5.87K+ 104.62% |
$386K - $458K
|
11.5K
$1.22M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
5.56K+ 13900.0% |
$366K - $434K
|
5.6K
$593K
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.9KNew |
$191K - $226K
|
2.9K
$307K
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.8KNew |
$184K - $219K
|
2.8K
$297K
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.85KNew |
$122K - $144K
|
1.85K
$196K
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
412+ 48.47% |
$27.1K - $32.2K
|
1.26K
$134K
|
|
May 18, 2023
Q1 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
270New |
$17.8K - $21.1K
|
270
$28.6K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
230+ 30.5% |
$15.1K - $18K
|
984
$104K
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
200New |
$13.2K - $15.6K
|
200
$21.2K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100New |
$6.58K - $7.81K
|
100
$10.6K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
87New |
$5.72K - $6.79K
|
87
$9.22K
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
75New |
$4.93K - $5.85K
|
75
$7.95K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
38+ 4.18% |
$2.5K - $2.97K
|
948
$100K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
28+ 1.79% |
$1.84K - $2.19K
|
1.6K
$169K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17New |
$1.12K - $1.33K
|
17
$1.8K
|