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 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.45KNew |
$180K - $228K
|
1.45K
$221K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.44KNew |
$179K - $226K
|
1.44K
$220K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.44KNew |
$178K - $226K
|
1.44K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.43KNew |
$177K - $224K
|
1.43K
$218K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.43KNew |
$177K - $224K
|
1.43K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.42KNew |
$176K - $223K
|
1.42K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.4KNew |
$174K - $220K
|
1.4K
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.4KNew |
$174K - $220K
|
1.4K
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.39KNew |
$173K - $219K
|
1.39K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.39K+ 0.13% |
$173K - $219K
|
1.04M
$159M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.39KNew |
$172K - $218K
|
1.39K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.39K+ 0.8% |
$172K - $218K
|
176K
$26.8M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.39KNew |
$172K - $218K
|
1.39K
$211K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.38KNew |
$171K - $217K
|
1.38K
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.37KNew |
$170K - $215K
|
1.37K
$209K
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.35KNew |
$168K - $212K
|
1.35K
$206K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.35KNew |
$168K - $212K
|
1.35K
$206K
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1.35KNew |
$167K - $212K
|
1.35K
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.35KNew |
$167K - $212K
|
1.35K
$206K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.33K+ 1.14% |
$165K - $209K
|
119K
$18.1M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.33KNew |
$165K - $209K
|
1.33K
$203K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.33KNew |
$165K - $208K
|
1.33K
$202K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.32KNew |
$164K - $208K
|
1.32K
$202K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.32KNew |
$164K - $208K
|
1.32K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.32K+ 1.13% |
$163K - $207K
|
118K
$18M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
1.31KNew |
$163K - $206K
|
1.31K
$200K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.31K+ 42.67% |
$163K - $206K
|
4.39K
$668K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
1.31K+ 3.56% |
$163K - $206K
|
38.1K
$5.8M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.31KNew |
$162K - $205K
|
1.31K
$199K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
CALL |
1.3KNew |
$161K - $204K
|
1.3K
$198K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.27K+ 22.21% |
$157K - $199K
|
6.97K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.24K+ 0.05% |
$154K - $194K
|
2.57M
$392M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.23K+ 14.05% |
$153K - $194K
|
10K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.17K+ 0.51% |
$145K - $184K
|
229K
$34.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.16K+ 48.14% |
$144K - $183K
|
3.58K
$545K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
1.16K+ 5.83% |
$144K - $182K
|
21K
$3.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.16K+ 0.04% |
$144K - $181K
|
3.11M
$473M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.15KNew |
$143K - $181K
|
1.15K
$175K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.14K+ 1.11% |
$142K - $179K
|
104K
$15.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
1.13K+ 35.33% |
$140K - $177K
|
4.32K
$658K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.12K+ 2.49% |
$139K - $176K
|
46.3K
$7.05M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
1.11K+ 1.41% |
$138K - $174K
|
79.9K
$12.2M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.11K+ 921.67% |
$137K - $173K
|
1.23K
$187K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.07K+ 3.44% |
$133K - $168K
|
32.1K
$4.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 11.52% |
$131K - $165K
|
10.2K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.02K+ 71.27% |
$126K - $160K
|
2.44K
$372K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
1K+ 50.99% |
$125K - $157K
|
2.97K
$453K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1K+ 3.14% |
$124K - $157K
|
32.8K
$4.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
995+ 19.59% |
$123K - $156K
|
6.07K
$925K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
995+ 35.47% |
$123K - $156K
|
3.8K
$579K
|