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 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
45New |
$3.49K - $4.4K
|
45
$6.85K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12New |
$929 - $1.17K
|
12
$1.83K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
PUT |
1New |
$77.5 - $97.8
|
1
$152
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
40.1K+ 233.15% |
$3.19M - $3.94M
|
57.3K
$8.72M
|
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.18KNew |
$254K - $313K
|
3.18K
$484K
|
|
|
May 09, 2022
Q1 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
1.5KNew |
$120K - $147K
|
1.5K
$228K
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
1.21K+ 12.63% |
$96.7K - $119K
|
10.8K
$1.65M
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
895New |
$71.3K - $88K
|
895
$136K
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
500New |
$39.8K - $49.2K
|
500
$76.1K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
442New |
$35.2K - $43.5K
|
442
$67.3K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
387New |
$30.8K - $38K
|
387
$58.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
182New |
$14.5K - $17.9K
|
182
$27.7K
|
|
|
May 13, 2022
Q1 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
60New |
$4.78K - $5.9K
|
60
$9.14K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
37+ 3.1% |
$2.95K - $3.64K
|
1.23K
$188K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.99KNew |
$317K - $348K
|
3.99K
$608K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
2.9KNew |
$230K - $253K
|
2.9K
$442K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
208New |
$16.5K - $18.1K
|
208
$31.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
158New |
$12.5K - $13.8K
|
158
$24.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
100New |
$7.94K - $8.71K
|
100
$15.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
55New |
$4.36K - $4.79K
|
55
$8.37K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
40New |
$3.17K - $3.48K
|
40
$6.09K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
31New |
$2.46K - $2.7K
|
31
$4.72K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3New |
$238 - $261
|
3
$457
|
|
| Q3 2021 | |||||||
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.2K+ 233.26% |
$264K - $287K
|
4.57K
$696K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
542+ 14.41% |
$44.7K - $48.6K
|
4.3K
$655K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
300New |
$24.7K - $26.9K
|
300
$45.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
125New |
$10.3K - $11.2K
|
125
$19K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
55New |
$4.53K - $4.93K
|
55
$8.37K
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
50New |
$4.12K - $4.48K
|
50
$7.61K
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.7KNew |
$263K - $311K
|
3.7K
$563K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.68KNew |
$261K - $309K
|
3.68K
$560K
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
1.15KNew |
$81.7K - $96.6K
|
1.15K
$175K
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
200New |
$14.2K - $16.8K
|
200
$30.5K
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
42New |
$2.98K - $3.53K
|
42
$6.39K
|
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
39New |
$2.77K - $3.28K
|
39
$5.94K
|
|
| Q1 2021 | |||||||
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
338New |
$20.2K - $25.2K
|
338
$51.5K
|
|
| Q4 2020 | |||||||
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
4.11K+ 45.16% |
$215K - $279K
|
13.2K
$2.01M
|
|
|
Feb 12, 2021
Q4 2020
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
3.5KNew |
$183K - $237K
|
3.5K
$533K
|
|
|
Jan 22, 2021
Q4 2020
|
Dividend Assets Capital, LLC
|
BUY
|
- |
3KNew |
$157K - $204K
|
3K
$457K
|
|
|
Jan 15, 2021
Q4 2020
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.2KNew |
$62.7K - $81.4K
|
1.2K
$183K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
657New |
$34.3K - $44.6K
|
657
$100K
|
|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
60+ 56.6% |
$3.14K - $4.07K
|
166
$25.3K
|
|
| Q3 2020 | |||||||
|
Nov 05, 2020
Q3 2020
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
3K+ 12.24% |
$148K - $183K
|
27.5K
$4.19M
|
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
112New |
$5.51K - $6.85K
|
112
$17.1K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
CALL |
550KNew |
$20.5M - $33.9M
|
550K
$83.7M
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
37New |
$1.38K - $2.28K
|
37
$5.63K
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
375New |
$12.5K - $33.7K
|
375
$57.1K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
62.5KNew |
$4.84M - $5.77M
|
62.5K
$9.52M
|
|
|
Feb 07, 2020
Q4 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
8.29K+ 8.68% |
$642K - $765K
|
104K
$15.8M
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
476New |
$36.8K - $43.9K
|
476
$72.5K
|
|