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 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
800New |
$121K - $143K
|
800
$155K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
800New |
$121K - $143K
|
800
$155K
|
|
|
Nov 12, 2025
Q3 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
784+ 4.13% |
$118K - $140K
|
19.8K
$3.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
773+ 15.77% |
$116K - $138K
|
5.67K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
756+ 1.91% |
$114K - $135K
|
40.3K
$7.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
738+ 1.71% |
$111K - $131K
|
44K
$8.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
737+ 2.57% |
$111K - $131K
|
29.4K
$5.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
734+ 30.44% |
$111K - $131K
|
3.15K
$610K
|
|
|
Nov 13, 2025
Q3 2025
|
Clear Street Markets LLC
|
BUY
|
- |
732+ 173.05% |
$110K - $130K
|
1.16K
$224K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
729+ 5.65% |
$110K - $130K
|
13.6K
$2.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
717+ 46.02% |
$108K - $128K
|
2.28K
$441K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
711New |
$107K - $127K
|
711
$138K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
701+ 31.62% |
$106K - $125K
|
2.92K
$566K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
686+ 8.47% |
$103K - $122K
|
8.79K
$1.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
676+ 35.64% |
$102K - $120K
|
2.57K
$499K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
674+ 8.28% |
$102K - $120K
|
8.81K
$1.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
656New |
$98.9K - $117K
|
656
$127K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
644+ 12.18% |
$97.1K - $115K
|
5.93K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
634+ 37.78% |
$95.6K - $113K
|
2.31K
$448K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
629+ 8.61% |
$94.8K - $112K
|
7.93K
$1.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
621+ 12.85% |
$93.6K - $111K
|
5.45K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
615+ 9.62% |
$92.7K - $110K
|
7.01K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
603+ 3.47% |
$90.9K - $107K
|
18K
$3.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
602+ 116.22% |
$90.7K - $107K
|
1.12K
$217K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
579+ 5.64% |
$87.3K - $103K
|
10.8K
$2.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
570+ 1.45% |
$85.9K - $102K
|
39.9K
$7.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
566+ 4.33% |
$85.3K - $101K
|
13.6K
$2.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
560+ 10.42% |
$84.4K - $99.8K
|
5.94K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
558+ 1.67% |
$84.1K - $99.4K
|
33.9K
$6.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
526+ 1.59% |
$79.3K - $93.7K
|
33.7K
$6.53M
|
|
|
Dec 01, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
520+ 15.55% |
$78.4K - $92.6K
|
3.87K
$749K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
513+ 7.74% |
$77.3K - $91.4K
|
7.14K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
498+ 18.94% |
$75.1K - $88.7K
|
3.13K
$606K
|
|
|
Nov 14, 2025
Q3 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
495+ 2.78% |
$74.6K - $88.2K
|
18.3K
$3.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
475+ 7.89% |
$71.6K - $84.6K
|
6.5K
$1.26M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
468+ 3.93% |
$70.5K - $83.4K
|
12.4K
$2.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
456+ 34.55% |
$68.7K - $81.2K
|
1.78K
$344K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
454+ 24.28% |
$68.4K - $80.9K
|
2.32K
$450K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
420New |
$63.3K - $74.8K
|
420
$81.4K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
400+ 1.45% |
$60.3K - $71.3K
|
28K
$5.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
398+ 20.84% |
$60K - $70.9K
|
2.31K
$447K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
395+ 5.61% |
$59.5K - $70.4K
|
7.44K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
391+ 1.37% |
$58.9K - $69.7K
|
28.8K
$5.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
382+ 14.52% |
$57.6K - $68K
|
3.01K
$584K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
382+ 8.2% |
$57.6K - $68K
|
5.04K
$977K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
381+ 23.2% |
$57.4K - $67.9K
|
2.02K
$392K
|
|
|
Nov 10, 2025
Q3 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
368+ 3.34% |
$55.5K - $65.6K
|
11.4K
$2.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
356+ 4.23% |
$53.7K - $63.4K
|
8.76K
$1.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
350+ 4.18% |
$52.7K - $62.3K
|
8.73K
$1.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
349+ 13.07% |
$52.6K - $62.2K
|
3.02K
$585K
|
|