Latest Institutional Purchases of Welltower Inc. (WELL)

WELL Quotes by TradingView

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
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
843
+ 4.49%
$66.3K - $72.1K
19.6K $2.68M
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
800
New
$62.9K - $68.4K
800 $109K
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
21
+ 4.0%
$1.65K - $1.79K
546 $74.7K
Oct 11, 2023 Q3 2023
Perkins Coie Trust CO

BUY
 -
8
New
$629 - $684
8 $1.09K
Nov 13, 2023 Q3 2023
Clari Vest Asset Management LLC

San Diego, CA
BUY
 -
6
New
$472 - $513
6 $821
Dec 12, 2024 Q3 2023
Heritage Wealth Advisors

BUY
 -
4
New
$314 - $342
4 $547
Nov 08, 2023 Q3 2023
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
3
+ 0.07%
$236 - $256
4.46K $609K
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
2
+ 40.0%
$157 - $171
7 $957
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
1
+ 2.86%
$78.6 - $85.5
36 $4.92K
Q2 2023
Aug 14, 2023 Q2 2023
Ergoteles LLC

New York, NY
BUY
 -
59.4K
New
$4.18M - $4.87M
59.4K $8.13M
Aug 14, 2023 Q2 2023
Bayesian Capital Management, LP

Brooklyn, NY
BUY
 -
16.5K
New
$1.16M - $1.35M
16.5K $2.26M
Jul 27, 2023 Q2 2023
Carson Advisory Inc.

BUY
 -
13.4K
New
$941K - $1.1M
13.4K $1.83M
Aug 14, 2023 Q2 2023
Banco Btg Pactual S.A.

Rio De Janeiro, D5
BUY
 -
8.28K
New
$583K - $679K
8.28K $1.13M
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
4.17K
New
$293K - $342K
4.17K $570K
Jul 27, 2023 Q2 2023
Ea Series Trust

Havertown, PA
BUY
 -
3.48K
New
$245K - $285K
3.48K $476K
Jul 13, 2023 Q2 2023
Prairie Sky Financial Group LLC

Westchester, IL
BUY
 -
3.33K
New
$235K - $273K
3.33K $456K
Aug 03, 2023 Q2 2023
Private Capital Management LLC

BUY
 -
3.12K
New
$220K - $256K
3.12K $427K
Aug 07, 2023 Q2 2023
Wharton Business Group, LLC

Malvern, PA
BUY
 -
2.56K
New
$180K - $209K
2.56K $349K
Jul 24, 2023 Q2 2023
Achmea Investment Management B.V.

BUY
 -
890
+ 104.22%
$62.6K - $72.9K
1.74K $238K
Nov 26, 2024 Q2 2023
Erste Asset Management Gmb H

Vienna, C4
BUY
 -
600
+ 22.22%
$42.2K - $49.2K
3.3K $451K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
317
New
$22.3K - $26K
317 $43.3K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
250
New
$17.6K - $20.5K
250 $34.2K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
138
New
$9.71K - $11.3K
138 $18.9K
Jul 24, 2023 Q2 2023
Toth Financial Advisory Corp

BUY
 -
134
New
$9.43K - $11K
134 $18.3K
Jul 03, 2023 Q2 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
114
New
$8.02K - $9.34K
114 $15.6K
Aug 11, 2023 Q2 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
100
New
$7.04K - $8.2K
100 $13.7K
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 CALL
100
New
$7.04K - $8.2K
100 $13.7K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
45
+ 27.11%
$3.17K - $3.69K
211 $28.9K
Aug 14, 2023 Q2 2023
Silicon Valley Capital Partners

BUY
 -
40
New
$2.82K - $3.28K
40 $5.47K
Aug 08, 2023 Q2 2023
Lee Financial CO

Dallas, TX
BUY
 -
35
New
$2.46K - $2.87K
35 $4.79K
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
9
+ 0.81%
$633 - $738
1.12K $153K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
9
New
$633 - $738
9 $1.23K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
6
New
$422 - $492
6 $821
Q1 2023
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 CALL
156K
New
$10.3M - $12.2M
156K $21.3M
Jan 10, 2025 Q1 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
19.4K
+ 3.26%
$1.28M - $1.51M
615K $84.1M
May 15, 2023 Q1 2023
Alberta Investment Management Corp

Edmonton, A0
BUY
 -
11.7K
New
$769K - $913K
11.7K $1.6M
Dec 19, 2024 Q1 2023
Pearl River Capital, LLC

Niles, MI
BUY
 -
10.2K
New
$673K - $799K
10.2K $1.4M
May 10, 2023 Q1 2023
Exos Tfp Holdings LLC

New York, NY
BUY
 -
5.87K
+ 104.62%
$386K - $458K
11.5K $1.57M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 PUT
5.56K
+ 13900.0%
$366K - $434K
5.6K $766K
May 18, 2023 Q1 2023
Manitou Investment Management Ltd.

Toronto, A6
BUY
 -
270
New
$17.8K - $21.1K
270 $36.9K
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
200
New
$13.2K - $15.6K
200 $27.4K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
100
New
$6.58K - $7.81K
100 $13.7K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
87
New
$5.72K - $6.79K
87 $11.9K
May 02, 2023 Q1 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
75
New
$4.93K - $5.85K
75 $10.3K
Apr 18, 2023 Q1 2023
First Hawaiian Bank

BUY
 -
16
+ 0.31%
$1.05K - $1.25K
5.15K $704K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
11
+ 23.91%
$723 - $859
57 $7.79K
Q4 2022
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
4.19M
New
$241M - $300M
4.19M $574M
Feb 14, 2023 Q4 2022
Allstate Investment Management CO

Northbrook, IL
BUY
 -
188K
New
$10.8M - $13.5M
188K $25.7M
Feb 14, 2023 Q4 2022
Weiss Multi Strategy Advisers LLC

New York, NY
BUY
 -
150K
New
$8.62M - $10.8M
150K $20.6M

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