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 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.54K+ 1.89% |
$232K - $274K
|
82.7K
$16M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.51K+ 4.75% |
$228K - $270K
|
33.4K
$6.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.5KNew |
$227K - $268K
|
1.5K
$292K
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
BUY
|
- |
1.5K+ 16.28% |
$226K - $267K
|
10.7K
$2.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.5KNew |
$226K - $267K
|
1.5K
$290K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.5K+ 7.55% |
$225K - $266K
|
21.3K
$4.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.48KNew |
$224K - $264K
|
1.48K
$288K
|
|
|
Nov 12, 2025
Q3 2025
|
Ninepoint Partners LP
|
BUY
|
- |
1.47KNew |
$221K - $261K
|
1.47K
$284K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.47KNew |
$221K - $261K
|
1.47K
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.45KNew |
$218K - $258K
|
1.45K
$281K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.44K+ 16.55% |
$217K - $257K
|
10.2K
$1.97M
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.44KNew |
$217K - $256K
|
1.44K
$279K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.41K+ 0.6% |
$213K - $251K
|
236K
$45.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.4K+ 126.15% |
$211K - $249K
|
2.51K
$486K
|
|
|
Oct 31, 2025
Q3 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1.4K+ 3.15% |
$211K - $249K
|
45.8K
$8.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.37KNew |
$206K - $243K
|
1.37K
$265K
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
1.33KNew |
$200K - $237K
|
1.33K
$258K
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.33KNew |
$200K - $237K
|
1.33K
$258K
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
1.31K+ 8.2% |
$198K - $234K
|
17.3K
$3.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.3K+ 19.21% |
$196K - $232K
|
8.07K
$1.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.28K+ 5.93% |
$192K - $227K
|
22.8K
$4.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
1.27KNew |
$192K - $226K
|
1.27K
$246K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.26K+ 46.42% |
$190K - $225K
|
3.98K
$772K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.26KNew |
$190K - $224K
|
1.26K
$244K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.25K+ 1.66% |
$189K - $223K
|
76.6K
$14.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
1.25KNew |
$188K - $223K
|
1.25K
$242K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
1.25KNew |
$188K - $223K
|
1.25K
$242K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.24KNew |
$187K - $221K
|
1.24K
$240K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.24KNew |
$186K - $220K
|
1.24K
$239K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.23KNew |
$186K - $219K
|
1.23K
$239K
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.23KNew |
$186K - $219K
|
1.23K
$239K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.23KNew |
$185K - $218K
|
1.23K
$238K
|
|
|
Nov 12, 2025
Q3 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
1.22KNew |
$184K - $218K
|
1.22K
$237K
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.22KNew |
$184K - $217K
|
1.22K
$236K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.22KNew |
$183K - $216K
|
1.22K
$235K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.21KNew |
$183K - $216K
|
1.21K
$235K
|
|
|
Nov 10, 2025
Q3 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
1.2KNew |
$181K - $214K
|
1.2K
$233K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.2KNew |
$181K - $214K
|
1.2K
$233K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.19K+ 2.59% |
$180K - $212K
|
47.2K
$9.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.19KNew |
$179K - $211K
|
1.19K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.18KNew |
$178K - $210K
|
1.18K
$229K
|
|
|
Nov 04, 2025
Q3 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.17KNew |
$177K - $209K
|
1.17K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.16KNew |
$175K - $207K
|
1.16K
$225K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.15KNew |
$174K - $205K
|
1.15K
$223K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.15KNew |
$173K - $205K
|
1.15K
$223K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.15K+ 36.16% |
$173K - $204K
|
4.32K
$837K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.14K+ 8.27% |
$172K - $203K
|
15K
$2.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.13KNew |
$170K - $201K
|
1.13K
$219K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.13KNew |
$170K - $201K
|
1.13K
$219K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.12KNew |
$169K - $200K
|
1.12K
$218K
|
|