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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
44+ 1.04% |
$4.58K - $5.71K
|
4.29K
$536K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
44+ 1.51% |
$4.58K - $5.71K
|
2.95K
$368K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
44+ 1.55% |
$4.58K - $5.71K
|
2.88K
$360K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
43New |
$4.47K - $5.58K
|
43
$5.37K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
42New |
$4.37K - $5.45K
|
42
$5.24K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
41+ 683.33% |
$4.26K - $5.32K
|
47
$5.86K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
41+ 2.12% |
$4.26K - $5.32K
|
1.98K
$247K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
37+ 2.39% |
$3.85K - $4.8K
|
1.59K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
37+ 0.1% |
$3.85K - $4.8K
|
35.5K
$4.43M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
36+ 52.17% |
$3.74K - $4.67K
|
105
$13.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
35+ 7.0% |
$3.64K - $4.54K
|
535
$66.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
32New |
$3.33K - $4.15K
|
32
$3.99K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
29+ 10.25% |
$3.02K - $3.76K
|
312
$38.9K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.06% |
$3.02K - $3.76K
|
2.76K
$345K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
29+ 4.39% |
$3.02K - $3.76K
|
689
$86K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
26New |
$2.7K - $3.37K
|
26
$3.24K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
26+ 0.68% |
$2.7K - $3.37K
|
3.83K
$478K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
26+ 1.01% |
$2.7K - $3.37K
|
2.6K
$325K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
26+ 0.4% |
$2.7K - $3.37K
|
6.6K
$823K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 1.9% |
$2.6K - $3.24K
|
1.34K
$167K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
23+ 0.14% |
$2.39K - $2.98K
|
16.3K
$2.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
23+ 0.08% |
$2.39K - $2.98K
|
30.5K
$3.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
22+ 0.29% |
$2.29K - $2.85K
|
7.59K
$947K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
21+ 0.19% |
$2.18K - $2.72K
|
10.9K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
20+ 0.44% |
$2.08K - $2.59K
|
4.53K
$566K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 1.46% |
$2.08K - $2.59K
|
1.39K
$174K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
19+ 0.89% |
$1.98K - $2.47K
|
2.16K
$269K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
19+ 0.55% |
$1.98K - $2.47K
|
3.47K
$433K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
19New |
$1.98K - $2.47K
|
19
$2.37K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
18+ 0.56% |
$1.87K - $2.34K
|
3.26K
$406K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
16+ 0.25% |
$1.66K - $2.08K
|
6.47K
$807K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16+ 5.3% |
$1.66K - $2.08K
|
318
$39.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
15+ 0.58% |
$1.56K - $1.95K
|
2.59K
$323K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
15+ 8.52% |
$1.56K - $1.95K
|
191
$23.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
13+ 41.94% |
$1.35K - $1.69K
|
44
$5.49K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12New |
$1.25K - $1.56K
|
12
$1.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
12+ 0.56% |
$1.25K - $1.56K
|
2.15K
$269K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 16.67% |
$1.25K - $1.56K
|
84
$10.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
11+ 0.1% |
$1.14K - $1.43K
|
11K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11+ 0.27% |
$1.14K - $1.43K
|
4.12K
$514K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
11+ 0.49% |
$1.14K - $1.43K
|
2.26K
$282K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 6.96% |
$1.14K - $1.43K
|
169
$21.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
11New |
$1.14K - $1.43K
|
11
$1.37K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
10New |
$1.04K - $1.3K
|
10
$1.25K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.27% |
$1.04K - $1.3K
|
3.77K
$471K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 1.77% |
$936 - $1.17K
|
518
$64.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
9+ 11.54% |
$936 - $1.17K
|
87
$10.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
9+ 0.44% |
$936 - $1.17K
|
2.08K
$259K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
9+ 0.21% |
$936 - $1.17K
|
4.36K
$544K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 29.63% |
$832 - $1.04K
|
35
$4.37K
|