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 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.67K+ 7.95% |
$331K - $419K
|
36.2K
$5.84M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.61K+ 6.14% |
$324K - $410K
|
45.2K
$7.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.57K+ 61.43% |
$319K - $403K
|
6.76K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$310K - $392K
|
2.5K
$403K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
2.5KNew |
$310K - $392K
|
2.5K
$402K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.45KNew |
$304K - $385K
|
2.45K
$395K
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.4K+ 15.38% |
$298K - $377K
|
18K
$2.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.32K+ 5.83% |
$288K - $364K
|
42.1K
$6.78M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.28K+ 34.25% |
$282K - $357K
|
8.92K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.25K+ 9.63% |
$279K - $353K
|
25.6K
$4.13M
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
BUY
|
- |
2.24K+ 8.84% |
$278K - $351K
|
27.6K
$4.44M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.22KNew |
$276K - $349K
|
2.22K
$358K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.17K+ 43.38% |
$269K - $341K
|
7.18K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.15KNew |
$267K - $338K
|
2.15K
$347K
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
2.15K+ 33.38% |
$266K - $337K
|
8.58K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.14K+ 2.43% |
$266K - $336K
|
90.2K
$14.5M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
2.1KNew |
$260K - $329K
|
2.1K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
2.07K+ 10.69% |
$257K - $324K
|
21.4K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.06KNew |
$255K - $323K
|
2.06K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.06KNew |
$255K - $323K
|
2.06K
$332K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.05K+ 23.5% |
$255K - $322K
|
10.8K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.01KNew |
$249K - $315K
|
2.01K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.97K+ 3.64% |
$245K - $310K
|
56.3K
$9.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.93K+ 1964.29% |
$239K - $302K
|
2.02K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.92K+ 103.39% |
$238K - $301K
|
3.78K
$609K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 4.2% |
$237K - $299K
|
47.4K
$7.63M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.9K+ 13.51% |
$235K - $297K
|
15.9K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.87KNew |
$232K - $293K
|
1.87K
$301K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.87K+ 5.09% |
$232K - $293K
|
38.6K
$6.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
1.86K+ 1.81% |
$231K - $292K
|
105K
$16.8M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.83K+ 6.28% |
$228K - $288K
|
31K
$5M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.81KNew |
$225K - $285K
|
1.81K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
1.8K+ 6.67% |
$223K - $282K
|
28.8K
$4.64M
|
|
|
May 15, 2025
Q1 2025
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
1.8KNew |
$223K - $282K
|
1.8K
$290K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
1.79KNew |
$222K - $280K
|
1.79K
$288K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.77KNew |
$219K - $277K
|
1.77K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
1.76K+ 9.48% |
$218K - $276K
|
20.3K
$3.28M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.72K+ 48.77% |
$213K - $270K
|
5.25K
$845K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
1.7K+ 4.72% |
$211K - $267K
|
37.7K
$6.08M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.67KNew |
$207K - $261K
|
1.67K
$269K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.63K+ 3.21% |
$202K - $256K
|
52.4K
$8.43M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.62KNew |
$201K - $254K
|
1.62K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.62K+ 7.6% |
$200K - $253K
|
22.9K
$3.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.61KNew |
$199K - $252K
|
1.61K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.6KNew |
$198K - $251K
|
1.6K
$258K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.6K+ 3.16% |
$198K - $250K
|
52.1K
$8.4M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.59KNew |
$197K - $249K
|
1.59K
$256K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.57K+ 7.75% |
$195K - $247K
|
21.9K
$3.53M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.56KNew |
$194K - $245K
|
1.56K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
1.55KNew |
$192K - $243K
|
1.55K
$250K
|