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 26, 2026
Q4 2025
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
106K+ 4.22% |
$17.5M - $20.5M
|
2.61M
$506M
|
|
|
Jan 26, 2026
Q4 2025
|
Kbc Group Nv
|
BUY
|
- |
98.9K+ 10.23% |
$16.4M - $19.2M
|
1.07M
$206M
|
|
|
Jan 26, 2026
Q4 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
75K+ 306.74% |
$12.4M - $14.5M
|
99.4K
$19.3M
|
|
|
Jan 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
70.9K+ 33.77% |
$11.8M - $13.7M
|
281K
$54.4M
|
|
|
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 27, 2026
Q4 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
28.9K+ 2.28% |
$4.79M - $5.6M
|
1.3M
$251M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
23.1K+ 552.96% |
$3.84M - $4.49M
|
27.3K
$5.3M
|
|
|
Jan 26, 2026
Q4 2025
|
B&I Capital Ag
|
BUY
|
- |
20.4K+ 12.64% |
$3.39M - $3.95M
|
182K
$35.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
16.2K+ 0.51% |
$2.68M - $3.13M
|
3.19M
$617M
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
BUY
|
- |
13.2KNew |
$2.19M - $2.56M
|
13.2K
$2.56M
|
|
|
Jan 23, 2026
Q4 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
11.9K+ 55.55% |
$1.98M - $2.31M
|
33.4K
$6.48M
|
|
|
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 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
9.12K+ 2.28% |
$1.51M - $1.77M
|
408K
$79.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.82K+ 15.03% |
$1.13M - $1.32M
|
52.2K
$10.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
5.49K+ 4.37% |
$911K - $1.06M
|
131K
$25.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.25KNew |
$871K - $1.02M
|
5.25K
$1.02M
|
|
|
Jan 21, 2026
Q4 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
5.22K+ 19.17% |
$866K - $1.01M
|
32.4K
$6.29M
|
|
|
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 23, 2026
Q4 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.09KNew |
$679K - $793K
|
4.09K
$793K
|
|
|
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 26, 2026
Q4 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.56KNew |
$591K - $690K
|
3.56K
$690K
|
|
|
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 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.47K+ 8.33% |
$410K - $479K
|
32.1K
$6.22M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.3K+ 10.54% |
$381K - $445K
|
24.1K
$4.67M
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.02K+ 17.98% |
$336K - $392K
|
13.3K
$2.57M
|
|
|
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 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 19.78% |
$278K - $325K
|
10.1K
$1.97M
|
|
|
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 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.26K+ 16.32% |
$209K - $244K
|
8.98K
$1.74M
|
|