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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
204K+ 11.83% |
$33.9M - $39.6M
|
1.93M
$374M
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
165K+ 27.98% |
$27.3M - $31.9M
|
753K
$146M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
45.2K+ 30.18% |
$7.5M - $8.76M
|
195K
$37.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
30KNew |
$4.97M - $5.8M
|
30K
$5.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.42K+ 24.08% |
$734K - $857K
|
22.8K
$4.42M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
3.39K+ 3.78% |
$562K - $656K
|
93K
$18M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.8K+ 87.6% |
$464K - $542K
|
5.99K
$1.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.72KNew |
$285K - $333K
|
1.72K
$333K
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
1.64KNew |
$272K - $318K
|
1.64K
$318K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.49KNew |
$248K - $289K
|
1.49K
$289K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.39K+ 10.05% |
$231K - $270K
|
15.3K
$2.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.12KNew |
$186K - $217K
|
1.12K
$217K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
664+ 4.28% |
$110K - $129K
|
16.2K
$3.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
510+ 7.97% |
$84.6K - $98.8K
|
6.91K
$1.34M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
369+ 4.31% |
$61.2K - $71.5K
|
8.94K
$1.73M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
256+ 1.1% |
$42.5K - $49.6K
|
23.5K
$4.55M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
255+ 11.76% |
$42.3K - $49.4K
|
2.42K
$470K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
156+ 5.17% |
$25.9K - $30.2K
|
3.17K
$615K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
131+ 10.39% |
$21.7K - $25.4K
|
1.39K
$270K
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
129+ 0.24% |
$21.4K - $25K
|
53.1K
$10.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
118+ 10.07% |
$19.6K - $22.9K
|
1.29K
$250K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
107+ 8.53% |
$17.8K - $20.7K
|
1.36K
$264K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
75New |
$12.4K - $14.5K
|
75
$14.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
57+ 0.62% |
$9.46K - $11K
|
9.28K
$1.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
35+ 28.0% |
$5.81K - $6.78K
|
160
$31K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
27+ 112.5% |
$4.48K - $5.23K
|
51
$9.88K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
9+ 0.73% |
$1.49K - $1.74K
|
1.25K
$242K
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
4+ 0.21% |
$664 - $775
|
1.95K
$378K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
3+ 1.42% |
$498 - $581
|
215
$41.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
3+ 0.09% |
$498 - $581
|
3.44K
$667K
|
|
| Q3 2025 | |||||||
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.99M+ 4.65% |
$602M - $711M
|
89.8M
$17.4B
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.93M+ 24.09% |
$442M - $522M
|
15.1M
$2.92B
|
|
|
Nov 13, 2025
Q3 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
2.66M+ 167.21% |
$401M - $473M
|
4.25M
$823M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.84M+ 4.13% |
$278M - $328M
|
46.5M
$9.02B
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
1.64M+ 4.13% |
$247M - $292M
|
41.3M
$8B
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.22M+ 8.13% |
$184M - $217M
|
16.2M
$3.15B
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.18M+ 56.47% |
$178M - $211M
|
3.28M
$635M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
782K+ 8.88% |
$118M - $139M
|
9.59M
$1.86B
|
|
|
Nov 14, 2025
Q3 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
763K+ 11.89% |
$115M - $136M
|
7.18M
$1.39B
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
720K+ 67.39% |
$109M - $128M
|
1.79M
$347M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
654K+ 8.93% |
$98.6M - $117M
|
7.98M
$1.55B
|
|
|
Nov 14, 2025
Q3 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
551KNew |
$83.1M - $98.2M
|
551K
$107M
|
|
|
Nov 14, 2025
Q3 2025
|
Axa Investment Managers S.A.
Puteaux, I0 |
BUY
|
- |
502KNew |
$75.6M - $89.4M
|
502K
$97.3M
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
493K+ 231.09% |
$74.3M - $87.8M
|
706K
$137M
|
|
|
Nov 12, 2025
Q3 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
465KNew |
$70.1M - $82.9M
|
465K
$90.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
429KNew |
$64.6M - $76.4M
|
429K
$83.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
417K+ 95.5% |
$62.8M - $74.3M
|
853K
$165M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
389KNew |
$58.7M - $69.3M
|
389K
$75.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
367K+ 1.93% |
$55.4M - $65.5M
|
19.4M
$3.76B
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
334K+ 12.02% |
$50.3M - $59.4M
|
3.11M
$602M
|
|