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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.83K+ 6.28% |
$228K - $288K
|
31K
$4.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.81KNew |
$225K - $285K
|
1.81K
$276K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.8KNew |
$224K - $283K
|
1.8K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
1.8K+ 6.67% |
$223K - $282K
|
28.8K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
1.8KNew |
$223K - $282K
|
1.8K
$274K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.8K+ 19.52% |
$223K - $282K
|
11K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
1.79KNew |
$222K - $280K
|
1.79K
$272K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.78K+ 6.82% |
$221K - $279K
|
27.9K
$4.25M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.77KNew |
$219K - $277K
|
1.77K
$269K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.77K+ 61.11% |
$219K - $277K
|
4.66K
$710K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
1.76K+ 9.48% |
$218K - $276K
|
20.3K
$3.1M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.72K+ 48.77% |
$213K - $270K
|
5.25K
$799K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
1.71KNew |
$212K - $267K
|
1.71K
$260K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
1.7K+ 4.72% |
$211K - $267K
|
37.7K
$5.74M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.67KNew |
$207K - $261K
|
1.67K
$254K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.63K+ 3.21% |
$202K - $256K
|
52.4K
$7.97M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.62KNew |
$201K - $254K
|
1.62K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.62K+ 7.6% |
$200K - $253K
|
22.9K
$3.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.61KNew |
$199K - $252K
|
1.61K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.6KNew |
$198K - $251K
|
1.6K
$243K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.6K+ 3.16% |
$198K - $250K
|
52.1K
$7.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.59KNew |
$197K - $250K
|
1.59K
$242K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.59KNew |
$197K - $249K
|
1.59K
$242K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.57K+ 7.75% |
$195K - $247K
|
21.9K
$3.33M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.57KNew |
$195K - $246K
|
1.57K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.56K+ 67.15% |
$194K - $245K
|
3.89K
$593K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.56KNew |
$194K - $245K
|
1.56K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
1.55KNew |
$192K - $243K
|
1.55K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.55KNew |
$192K - $243K
|
1.55K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.55KNew |
$192K - $243K
|
1.55K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1.53KNew |
$189K - $240K
|
1.53K
$232K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.53KNew |
$189K - $239K
|
1.53K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.52K+ 3042.0% |
$189K - $239K
|
1.57K
$239K
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
1.52KNew |
$189K - $238K
|
1.52K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.52K+ 12.64% |
$188K - $238K
|
13.5K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.51KNew |
$187K - $237K
|
1.51K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.5K+ 5.34% |
$186K - $236K
|
29.7K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
Digital Bridge Group, Inc.
Boca Raton, FL |
BUY
|
PUT |
1.5K+ 15.63% |
$186K - $235K
|
11.1K
$1.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.5KNew |
$186K - $235K
|
1.5K
$228K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.5KNew |
$186K - $235K
|
1.5K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.5KNew |
$185K - $235K
|
1.5K
$228K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.49KNew |
$184K - $233K
|
1.49K
$226K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.49KNew |
$184K - $233K
|
1.49K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
1.48KNew |
$184K - $233K
|
1.48K
$226K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.47KNew |
$183K - $231K
|
1.47K
$224K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.46K+ 71.34% |
$181K - $229K
|
3.5K
$533K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.46KNew |
$181K - $229K
|
1.46K
$222K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.46KNew |
$181K - $229K
|
1.46K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.46KNew |
$180K - $228K
|
1.46K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.46KNew |
$180K - $228K
|
1.46K
$222K
|