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 16, 2026
Q4 2025
|
Asset Planning Services Inc
|
BUY
|
- |
35KNew |
$5.81M - $6.79M
|
35K
$6.79M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
33.3K+ 6.7% |
$5.52M - $6.45M
|
530K
$103M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
30KNew |
$4.97M - $5.8M
|
30K
$5.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
23.1K+ 552.96% |
$3.84M - $4.49M
|
27.3K
$5.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
20.3K+ 549.66% |
$3.36M - $3.93M
|
24K
$4.65M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
11.1K+ 6.54% |
$1.84M - $2.15M
|
181K
$35.1M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
11.1K+ 231.72% |
$1.84M - $2.14M
|
15.8K
$3.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.82K+ 15.03% |
$1.13M - $1.32M
|
52.2K
$10.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.25KNew |
$871K - $1.02M
|
5.25K
$1.02M
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
5.19K+ 275.72% |
$861K - $1.01M
|
7.07K
$1.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
5.16K+ 7.32% |
$856K - $999K
|
75.6K
$14.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.42K+ 24.08% |
$734K - $857K
|
22.8K
$4.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.91K+ 7.21% |
$649K - $758K
|
58.1K
$11.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.79K+ 21.84% |
$628K - $734K
|
21.1K
$4.09M
|
|
|
Jan 16, 2026
Q4 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
3.66K+ 53.61% |
$608K - $710K
|
10.5K
$2.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
3.5KNew |
$580K - $678K
|
3.5K
$678K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
3.39K+ 3.78% |
$562K - $656K
|
93K
$18M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.37KNew |
$559K - $652K
|
3.37K
$652K
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
3.04KNew |
$504K - $588K
|
3.04K
$588K
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
2.89KNew |
$480K - $560K
|
2.89K
$560K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.8K+ 87.6% |
$464K - $542K
|
5.99K
$1.16M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.3K+ 10.54% |
$381K - $445K
|
24.1K
$4.67M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2KNew |
$331K - $387K
|
2K
$387K
|
|
|
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 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
1.6K+ 4.02% |
$266K - $310K
|
41.4K
$8.03M
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.59K+ 5.77% |
$264K - $308K
|
29.2K
$5.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.49KNew |
$248K - $289K
|
1.49K
$289K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.46K+ 9.4% |
$243K - $284K
|
17K
$3.3M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.39K+ 10.05% |
$231K - $270K
|
15.3K
$2.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.15KNew |
$190K - $222K
|
1.15K
$222K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.14KNew |
$190K - $222K
|
1.14K
$222K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.12KNew |
$186K - $217K
|
1.12K
$217K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.12K+ 6.19% |
$185K - $216K
|
19.2K
$3.71M
|
|
|
Jan 13, 2026
Q4 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.11KNew |
$185K - $216K
|
1.11K
$216K
|
|
|
Jan 15, 2026
Q4 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.11KNew |
$184K - $214K
|
1.11K
$214K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.1KNew |
$183K - $214K
|
1.1K
$214K
|
|
|
Jan 12, 2026
Q4 2025
|
Pensionfund Sabic
|
BUY
|
- |
1K+ 3.63% |
$166K - $194K
|
28.6K
$5.54M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
996+ 2929.41% |
$165K - $193K
|
1.03K
$200K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
829+ 15.43% |
$138K - $161K
|
6.2K
$1.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
763+ 2934.62% |
$127K - $148K
|
789
$153K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
664+ 4.28% |
$110K - $129K
|
16.2K
$3.14M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
661+ 9.99% |
$110K - $128K
|
7.28K
$1.41M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
655+ 46.19% |
$109K - $127K
|
2.07K
$402K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
599+ 379.11% |
$99.4K - $116K
|
757
$147K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
532+ 3.24% |
$88.3K - $103K
|
17K
$3.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
510+ 7.97% |
$84.6K - $98.8K
|
6.91K
$1.34M
|
|