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 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
125New |
$17.1K - $19.4K
|
125
$20.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
116+ 2.49% |
$15.8K - $18K
|
4.78K
$770K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
107+ 6.08% |
$14.6K - $16.6K
|
1.87K
$301K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
104+ 21.8% |
$14.2K - $16.1K
|
581
$93.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
99+ 3.33% |
$13.5K - $15.4K
|
3.07K
$495K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
91+ 5.05% |
$12.4K - $14.1K
|
1.89K
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
84+ 0.44% |
$11.5K - $13K
|
19.2K
$3.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
77+ 1.35% |
$10.5K - $12K
|
5.79K
$933K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
77+ 208.11% |
$10.5K - $12K
|
114
$18.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
73+ 7.8% |
$9.96K - $11.3K
|
1.01K
$163K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
65+ 44.22% |
$8.87K - $10.1K
|
212
$34.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
52+ 0.69% |
$7.1K - $8.07K
|
7.54K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
52+ 1.99% |
$7.1K - $8.07K
|
2.67K
$430K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
51+ 2.22% |
$6.96K - $7.92K
|
2.35K
$378K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
48New |
$6.55K - $7.45K
|
48
$7.73K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
42+ 0.6% |
$5.73K - $6.52K
|
7.04K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29+ 0.38% |
$3.96K - $4.5K
|
7.75K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29+ 1.93% |
$3.96K - $4.5K
|
1.53K
$246K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
29New |
$3.96K - $4.5K
|
29
$4.67K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
28+ 0.16% |
$3.82K - $4.35K
|
17.1K
$2.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
26New |
$3.55K - $4.04K
|
26
$4.19K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
25New |
$3.41K - $3.88K
|
25
$4.03K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
23New |
$3.14K - $3.57K
|
23
$3.71K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
22New |
$3K - $3.41K
|
22
$3.54K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
18+ 1.1% |
$2.46K - $2.79K
|
1.65K
$265K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
16+ 2.6% |
$2.18K - $2.48K
|
631
$102K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
14+ 0.05% |
$1.91K - $2.17K
|
27.6K
$4.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
12New |
$1.64K - $1.86K
|
12
$1.93K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11+ 2.9% |
$1.5K - $1.71K
|
390
$62.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
10+ 0.46% |
$1.36K - $1.55K
|
2.18K
$352K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10+ 6.85% |
$1.36K - $1.55K
|
156
$25.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
8+ 2.4% |
$1.09K - $1.24K
|
341
$54.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.4% |
$1.09K - $1.24K
|
2K
$322K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
8+ 0.16% |
$1.09K - $1.24K
|
4.88K
$786K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
8+ 0.06% |
$1.09K - $1.24K
|
13.7K
$2.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 2.19% |
$1.09K - $1.24K
|
373
$60.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7+ 0.23% |
$955 - $1.09K
|
3.09K
$498K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7New |
$955 - $1.09K
|
7
$1.13K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
7+ 3.7% |
$955 - $1.09K
|
196
$31.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6+ 0.12% |
$819 - $931
|
4.99K
$804K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4+ 0.23% |
$546 - $621
|
1.75K
$282K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4+ 3.05% |
$546 - $621
|
135
$21.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.15% |
$273 - $310
|
1.35K
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.21% |
$273 - $310
|
949
$153K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2+ 0.52% |
$273 - $310
|
387
$62.3K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 1.16% |
$136 - $155
|
87
$14K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.59% |
$136 - $155
|
171
$27.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
1+ 0.51% |
$136 - $155
|
196
$31.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 33.33% |
$136 - $155
|
4
$644
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.06% |
$136 - $155
|
1.72K
$276K
|