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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.07K+ 86.71% |
$283K - $322K
|
4.47K
$719K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.93K+ 37.01% |
$263K - $299K
|
7.14K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.87KNew |
$255K - $290K
|
1.87K
$301K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.82KNew |
$248K - $282K
|
1.82K
$293K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.71K+ 2.26% |
$233K - $265K
|
77.2K
$12.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.69K+ 8.02% |
$231K - $262K
|
22.8K
$3.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.62KNew |
$221K - $251K
|
1.62K
$260K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
1.57KNew |
$215K - $244K
|
1.57K
$253K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.4KNew |
$191K - $217K
|
1.4K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.38KNew |
$188K - $214K
|
1.38K
$222K
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.34KNew |
$183K - $208K
|
1.34K
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.26K+ 2.53% |
$173K - $196K
|
51.3K
$8.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.18K+ 24.75% |
$161K - $183K
|
5.96K
$960K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
996+ 8.78% |
$136K - $155K
|
12.3K
$1.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
993+ 51.42% |
$136K - $154K
|
2.92K
$471K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
986New |
$135K - $153K
|
986
$159K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
983+ 10.47% |
$134K - $153K
|
10.4K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
939+ 23.56% |
$128K - $146K
|
4.93K
$793K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
811+ 9.08% |
$111K - $126K
|
9.74K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
750+ 8.86% |
$102K - $116K
|
9.22K
$1.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
691+ 29.84% |
$94.3K - $107K
|
3.01K
$484K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
606+ 5.63% |
$82.7K - $94.1K
|
11.4K
$1.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
580+ 10.66% |
$79.2K - $90K
|
6.02K
$970K
|
|
|
Jul 23, 2025
Q2 2025
|
Franchise Capital LTD
Grand Cayman, E9 |
BUY
|
- |
560+ 267.94% |
$76.4K - $86.9K
|
769
$124K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
554+ 15.07% |
$75.6K - $86K
|
4.23K
$682K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
521+ 24.92% |
$71.1K - $80.9K
|
2.61K
$421K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
481+ 2.04% |
$65.7K - $74.7K
|
24K
$3.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
450+ 21.7% |
$61.4K - $69.8K
|
2.52K
$407K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
440New |
$60.1K - $68.3K
|
440
$70.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
436+ 18.12% |
$59.5K - $67.7K
|
2.84K
$458K
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
425+ 2.64% |
$58K - $66K
|
16.5K
$2.66M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
395+ 18.09% |
$53.9K - $61.3K
|
2.58K
$415K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
377+ 2.97% |
$51.5K - $58.5K
|
13.1K
$2.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
355+ 16.66% |
$48.5K - $55.1K
|
2.49K
$400K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
BUY
|
- |
334+ 0.9% |
$45.6K - $51.8K
|
37.5K
$6.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
331+ 17.61% |
$45.2K - $51.4K
|
2.21K
$356K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
327+ 3.9% |
$44.6K - $50.8K
|
8.71K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
309+ 0.96% |
$42.2K - $48K
|
32.4K
$5.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
306+ 19.22% |
$41.8K - $47.5K
|
1.9K
$306K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
261+ 19.71% |
$35.6K - $40.5K
|
1.59K
$255K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
256+ 2.08% |
$34.9K - $39.7K
|
12.5K
$2.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
234+ 124.47% |
$31.9K - $36.3K
|
422
$68K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
217+ 7.85% |
$29.6K - $33.7K
|
2.98K
$481K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
209+ 14.48% |
$28.5K - $32.4K
|
1.65K
$266K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
192+ 11.26% |
$26.2K - $29.8K
|
1.9K
$306K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
190+ 5.42% |
$25.9K - $29.5K
|
3.69K
$595K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
190+ 3.05% |
$25.9K - $29.5K
|
6.42K
$1.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
175+ 6.05% |
$23.9K - $27.2K
|
3.07K
$494K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
175+ 4.95% |
$23.9K - $27.2K
|
3.71K
$598K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
127+ 7.12% |
$17.3K - $19.7K
|
1.91K
$308K
|