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
Jan 18, 2023 Q4 2022
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
24
New
$1.38K - $1.72K
24 $3.52K
Feb 14, 2023 Q4 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
10
+ 3.57%
$574 - $716
290 $42.5K
Jan 24, 2023 Q4 2022
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
9
New
$516 - $644
9 $1.32K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
9
New
$516 - $644
9 $1.32K
Feb 09, 2023 Q4 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
1
+ 0.88%
$57.4 - $71.6
115 $16.8K
Q3 2022
May 14, 2024 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 PUT
150K
New
$9.5M - $13M
150K $22M
Oct 20, 2022 Q3 2022
Benson Investment Management Company, Inc.

BUY
 -
43.7K
New
$2.77M - $3.77M
43.7K $6.4M
Nov 03, 2022 Q3 2022
Duality Advisers, LP

Miami, FL
BUY
 -
41.7K
+ 141.27%
$2.64M - $3.6M
71.2K $10.4M
Nov 14, 2022 Q3 2022
Peak6 Investments LLC

Chicago, IL
BUY
 -
39.5K
+ 110.13%
$2.5M - $3.41M
75.4K $11M
Nov 14, 2022 Q3 2022
Holocene Advisors, LP

New York, NY
BUY
 -
28.1K
New
$1.78M - $2.42M
28.1K $4.11M
Nov 10, 2022 Q3 2022
Banque Pictet & Cie Sa

BUY
 -
16.2K
New
$1.03M - $1.4M
16.2K $2.38M
Nov 01, 2022 Q3 2022
Toews Corp

BUY
 -
15.6K
New
$988K - $1.35M
15.6K $2.29M
Nov 14, 2022 Q3 2022
Sante Capital Fund, LP

BUY
 -
14.4K
New
$912K - $1.24M
14.4K $2.11M
Nov 10, 2022 Q3 2022
Agf Investments LLC

Boston, MA
BUY
 -
11.3K
+ 105.48%
$718K - $978K
22.1K $3.23M
Oct 21, 2022 Q3 2022
Nu Wave Investment Management, LLC

BUY
 -
5.47K
New
$346K - $472K
5.47K $802K
Nov 14, 2022 Q3 2022
Drw Securities, L.L.C.

Chicago, IL
BUY
 -
5.16K
New
$327K - $446K
5.16K $757K
Nov 14, 2022 Q3 2022
Maryland Capital Management

Towson, MD
BUY
 -
4.78K
+ 4.17%
$303K - $413K
119K $17.5M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
4.53K
New
$287K - $391K
4.53K $663K
Nov 08, 2022 Q3 2022
Alpha Centric Advisors LLC

San Juan, PR
BUY
 -
3.56K
+ 47.45%
$225K - $307K
11.1K $1.62M
Nov 08, 2022 Q3 2022
Broderick Brian C

BUY
 -
3.5K
+ 23.33%
$222K - $302K
18.5K $2.71M
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
3.12K
New
$198K - $269K
3.12K $457K
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
2.17K
+ 68.09%
$137K - $187K
5.35K $784K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
2.05K
New
$130K - $177K
2.05K $300K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1.8K
New
$114K - $155K
1.8K $264K
Oct 14, 2022 Q3 2022
Redpoint Investment Management Pty LTD

BUY
 -
908
+ 2.21%
$57.5K - $78.4K
42K $6.16M
Nov 03, 2022 Q3 2022
Renasant Bank

BUY
 -
750
+ 18.47%
$47.5K - $64.8K
4.81K $705K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
546
+ 2.22%
$34.6K - $47.1K
25.1K $3.68M
Nov 09, 2022 Q3 2022
Opseu Pension Plan Trust Fund

Toronto, A6
BUY
 -
513
+ 2.13%
$32.5K - $44.3K
24.6K $3.6M
Oct 11, 2022 Q3 2022
West Financial Advisors, LLC

BUY
 -
320
New
$20.3K - $27.6K
320 $46.9K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
278
+ 8.52%
$17.6K - $24K
3.54K $519K
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

BUY
 -
173
+ 123.57%
$11K - $14.9K
313 $45.9K
Nov 14, 2022 Q3 2022
Kenfarb & Co.

Ashland, KY
BUY
 -
100
New
$6.33K - $8.63K
100 $14.7K
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
30
+ 2.26%
$1.9K - $2.59K
1.36K $199K
Oct 31, 2022 Q3 2022
Cadent Capital Advisors, LLC

BUY
 -
23
+ 0.22%
$1.46K - $1.99K
10.6K $1.56M
Nov 07, 2022 Q3 2022
Institutional & Family Asset Management, LLC

BUY
 -
21
+ 44.68%
$1.33K - $1.81K
68 $9.96K
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

BUY
 -
12
+ 0.76%
$760 - $1.04K
1.59K $233K
Nov 14, 2022 Q3 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
4
+ 9.3%
$253 - $345
47 $6.89K
Nov 14, 2022 Q3 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
3
+ 0.04%
$190 - $259
6.72K $984K
Q2 2022
Aug 15, 2022 Q2 2022
Mufg Securities Emea PLC

London, X0
BUY
 -
3.05M
New
$236M - $299M
3.05M $447M
Aug 12, 2022 Q2 2022
Natixis Investment Managers International

Paris, I0
BUY
 -
19.1K
+ 173.47%
$1.48M - $1.87M
30.1K $4.41M
Aug 15, 2022 Q2 2022
Maven Securities LTD

St Helier, Y9
BUY
 PUT
15.7K
New
$1.22M - $1.54M
15.7K $2.3M
Jul 21, 2022 Q2 2022
Aurora Private Wealth, Inc.

BUY
 -
11.5K
New
$894K - $1.13M
11.5K $1.69M
Aug 12, 2022 Q2 2022
Harbert Fund Advisors, Inc.

Birmingham, AL
BUY
 -
6.82K
New
$528K - $667K
6.82K $999K
Aug 02, 2022 Q2 2022
Jennison Associates LLC

BUY
 -
6.53K
New
$506K - $639K
6.53K $957K
Aug 12, 2022 Q2 2022
Pluribus Labs, LLC

Mill Valley, CA
BUY
 -
4.82K
New
$373K - $471K
4.82K $706K
Jul 18, 2022 Q2 2022
Sabal Trust CO

BUY
 -
3.23K
New
$250K - $316K
3.23K $473K
Jul 11, 2022 Q2 2022
Symmetry Partners, LLC

BUY
 -
2.57K
New
$199K - $251K
2.57K $376K
Jul 22, 2022 Q2 2022
Urban Wealth Management, LLC

BUY
 -
937
New
$72.6K - $91.7K
937 $137K
Aug 11, 2022 Q2 2022
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
913
+ 17.68%
$70.7K - $89.3K
6.08K $891K

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