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
Nov 08, 2024 Q3 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
1.04K
New
$108K - $134K
1.04K $158K
Nov 07, 2024 Q3 2024
Mid Atlantic Capital Management, Inc.

Richmond, VA
BUY
 -
500
New
$52K - $64.9K
500 $76.1K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
489
New
$50.9K - $63.4K
489 $74.5K
Nov 06, 2024 Q3 2024
Mechanics Financial Corp

BUY
 -
400
New
$41.6K - $51.9K
400 $60.9K
Oct 29, 2024 Q3 2024
Carmichael Hill & Associates, Inc.

BUY
 CALL
400
New
$41.6K - $51.9K
400 $60.9K
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
389
New
$40.5K - $50.5K
389 $59.2K
May 12, 2025 Q3 2024
Allianz Se

Munich, 2M
BUY
 -
370
+ 5.9%
$38.5K - $48K
6.64K $1.01M
Oct 25, 2024 Q3 2024
Washington Trust CO

BUY
 -
350
+ 41.18%
$36.4K - $45.4K
1.2K $183K
Oct 09, 2024 Q3 2024
Independence Bank Of Kentucky

BUY
 -
333
New
$34.6K - $43.2K
333 $50.7K
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
307
New
$31.9K - $39.8K
307 $46.7K
Oct 24, 2024 Q3 2024
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
96
+ 14.14%
$9.98K - $12.5K
775 $118K
Nov 12, 2024 Q3 2024
Hemington Wealth Management

BUY
 -
78
New
$8.11K - $10.1K
78 $11.9K
Oct 28, 2024 Q3 2024
Rosenberg Matthew Hamilton

BUY
 -
75
+ 9.28%
$7.8K - $9.73K
883 $134K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
51
New
$5.3K - $6.62K
51 $7.76K
Oct 28, 2024 Q3 2024
Reston Wealth Management LLC

BUY
 -
42
New
$4.37K - $5.45K
42 $6.39K
Oct 07, 2024 Q3 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
41
+ 683.33%
$4.26K - $5.32K
47 $7.16K
Oct 23, 2024 Q3 2024
Dt Investment Partners, LLC

BUY
 -
32
New
$3.33K - $4.15K
32 $4.87K
Nov 08, 2024 Q3 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
26
New
$2.7K - $3.37K
26 $3.96K
Nov 12, 2024 Q3 2024
Belpointe Asset Management LLC

BUY
 -
13
+ 41.94%
$1.35K - $1.69K
44 $6.7K
Nov 13, 2024 Q3 2024
Tortoise Investment Management, LLC

BUY
 -
12
New
$1.25K - $1.56K
12 $1.83K
Oct 07, 2024 Q3 2024
Clean Yield Group

BUY
 -
11
New
$1.14K - $1.43K
11 $1.67K
Nov 15, 2024 Q3 2024
Jdm Financial Group LLC

Encino, CA
BUY
 -
10
New
$1.04K - $1.3K
10 $1.52K
Oct 25, 2024 Q3 2024
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
8
New
$832 - $1.04K
8 $1.22K
Nov 12, 2024 Q3 2024
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
6
New
$624 - $778
6 $914
Nov 01, 2024 Q3 2024
First Personal Financial Services

BUY
 -
6
New
$624 - $778
6 $914
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
5
New
$520 - $649
5 $761
Nov 12, 2024 Q3 2024
Crewe Advisors LLC

BUY
 -
5
+ 7.94%
$520 - $649
68 $10.4K
Oct 29, 2024 Q3 2024
Key F Inancial Inc

BUY
 -
5
+ 0.41%
$520 - $649
1.23K $187K
Oct 29, 2024 Q3 2024
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
2
+ 10.0%
$208 - $259
22 $3.35K
Oct 09, 2024 Q3 2024
Mendota Financial Group, LLC

Madison, WI
BUY
 -
1
New
$104 - $130
1 $152
Oct 09, 2024 Q3 2024
Psagot Value Holdings Ltd.

Tel Aviv, L3
BUY
 -
0
New
$0 - $0
0 $0
Q2 2024
Aug 14, 2024 Q2 2024
Voloridge Investment Management, LLC

Jupiter, FL
BUY
 -
124K
New
$10.9M - $13M
124K $18.8M
May 14, 2025 Q2 2024
Torno Capital, LLC

Cohasset, MA
BUY
 CALL
77.6K
New
$6.85M - $8.15M
77.6K $11.8M
Aug 14, 2024 Q2 2024
Two Sigma Investments, LP

New York, NY
BUY
 -
70K
+ 131.32%
$6.18M - $7.35M
123K $18.8M
Aug 02, 2024 Q2 2024
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)

Stockholm, V7
BUY
 -
68.5K
New
$6.05M - $7.2M
68.5K $10.4M
Jul 31, 2024 Q2 2024
La Banque Postale Asset Management Sa

Paris, I0
BUY
 -
22.6K
New
$2M - $2.38M
22.6K $3.44M
Aug 12, 2024 Q2 2024
Hsbc Holdings PLC

London, X0
BUY
 CALL
20.7K
New
$1.83M - $2.17M
20.7K $3.15M
Aug 05, 2024 Q2 2024
Prosperitas Financial LLC

Valencia, CA
BUY
 -
20.5K
New
$1.81M - $2.16M
20.5K $3.13M
Jul 10, 2024 Q2 2024
Amf Tjanstepension Ab

BUY
 -
17.6K
+ 26.87%
$1.55M - $1.85M
83K $12.6M
Aug 02, 2024 Q2 2024
Ctc Alternative Strategies, Ltd.

Chicago, IL
BUY
 -
10K
New
$883K - $1.05M
10K $1.52M
Aug 14, 2024 Q2 2024
Paloma Partners Management CO

Greenwich, CT
BUY
 PUT
6.3K
New
$556K - $662K
6.3K $959K
Aug 09, 2024 Q2 2024
Brass Tax Wealth Management, Inc

Cincinnati, OH
BUY
 -
5.23K
New
$462K - $550K
5.23K $797K
Jul 12, 2024 Q2 2024
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
3.57K
New
$315K - $374K
3.57K $543K
Jul 18, 2024 Q2 2024
Silver Lake Advisory, LLC

BUY
 -
3.12K
New
$275K - $328K
3.12K $475K
Aug 08, 2024 Q2 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
2.65K
New
$234K - $278K
2.65K $404K
Aug 08, 2024 Q2 2024
Trade Link Capital LLC

Chicago, IL
BUY
 -
2.4K
New
$212K - $252K
2.4K $365K
Aug 13, 2024 Q2 2024
C2 C Wealth Management, LLC

BUY
 -
2K
New
$177K - $210K
2K $305K
Aug 08, 2024 Q2 2024
Sykon Capital LLC

Harrison, NY
BUY
 -
2K
New
$177K - $210K
2K $305K
Jul 17, 2024 Q2 2024
Echo Wealth Management, LLC

BUY
 -
2K
New
$177K - $210K
2K $305K

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