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 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2+ 4.55% |
$248 - $314
|
46
$7K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.21% |
$248 - $314
|
947
$144K
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1+ 0.03% |
$124 - $157
|
3.65K
$556K
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.06% |
$124 - $157
|
1.72K
$261K
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 16.67% |
$124 - $157
|
7
$1.07K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1+ 0.04% |
$124 - $157
|
2.48K
$377K
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1+ 0.23% |
$124 - $157
|
433
$65.9K
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.59% |
$124 - $157
|
170
$25.9K
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.66% |
$124 - $157
|
152
$23.1K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
1+ 0.52% |
$124 - $157
|
195
$29.7K
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1+ 0.01% |
$124 - $157
|
9.05K
$1.38M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.57% |
$124 - $157
|
177
$26.9K
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.69% |
$124 - $157
|
145
$22.1K
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
199K+ 424.05% |
$24.5M - $27.8M
|
246K
$37.5M
|
|
Feb 12, 2025
Q4 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
102K+ 781.62% |
$12.5M - $14.2M
|
115K
$17.5M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
100KNew |
$12.3M - $13.9M
|
100K
$15.2M
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
91.5K+ 52.65% |
$11.3M - $12.7M
|
265K
$40.4M
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
89.7KNew |
$11M - $12.5M
|
89.7K
$13.7M
|
|
Feb 14, 2025
Q4 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
79.2KNew |
$9.75M - $11M
|
79.2K
$12.1M
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
51.1K+ 437.42% |
$6.3M - $7.12M
|
62.8K
$9.57M
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
31.6KNew |
$3.89M - $4.4M
|
31.6K
$4.81M
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25.9KNew |
$3.19M - $3.61M
|
25.9K
$3.95M
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
25.4KNew |
$3.13M - $3.54M
|
25.4K
$3.87M
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
24KNew |
$2.95M - $3.34M
|
24K
$3.65M
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
13.1KNew |
$1.61M - $1.82M
|
13.1K
$1.99M
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
11.5KNew |
$1.42M - $1.6M
|
11.5K
$1.75M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11K+ 17.0% |
$1.35M - $1.53M
|
75.7K
$11.5M
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
10.5K+ 198.4% |
$1.29M - $1.46M
|
15.8K
$2.41M
|
|
Feb 14, 2025
Q4 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
10.5KNew |
$1.29M - $1.46M
|
10.5K
$1.6M
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
9.39K+ 24.19% |
$1.16M - $1.31M
|
48.2K
$7.34M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.88K+ 284.78% |
$970K - $1.1M
|
10.6K
$1.62M
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
7.23K+ 53.65% |
$889K - $1.01M
|
20.7K
$3.15M
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.01KNew |
$862K - $976K
|
7.01K
$1.07M
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
6.98KNew |
$860K - $973K
|
6.98K
$1.06M
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
6.51KNew |
$801K - $906K
|
6.51K
$991K
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.59KNew |
$688K - $779K
|
5.59K
$851K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.57K+ 3.63% |
$686K - $776K
|
159K
$24.2M
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.86KNew |
$599K - $678K
|
4.86K
$741K
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
4.39KNew |
$540K - $611K
|
4.39K
$668K
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
3.82K+ 0.49% |
$470K - $532K
|
777K
$118M
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
3.08KNew |
$379K - $429K
|
3.08K
$468K
|
|
Feb 10, 2025
Q4 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
PUT |
2.8KNew |
$345K - $390K
|
2.8K
$426K
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
2.62KNew |
$322K - $364K
|
2.62K
$398K
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.5K+ 2.51% |
$308K - $348K
|
102K
$15.6M
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
2.48KNew |
$305K - $345K
|
2.48K
$377K
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
2.45KNew |
$302K - $341K
|
2.45K
$373K
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.22KNew |
$273K - $309K
|
2.22K
$337K
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2.12KNew |
$261K - $295K
|
2.12K
$322K
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.08K+ 16.18% |
$255K - $289K
|
14.9K
$2.27M
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.07KNew |
$255K - $289K
|
2.07K
$316K
|