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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
240+ 5.63% |
$21.2K - $25.2K
|
4.5K
$616K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
186New |
$16.4K - $19.5K
|
186
$25.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
186New |
$16.4K - $19.5K
|
186
$25.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
150New |
$13.2K - $15.8K
|
150
$20.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
139+ 42.25% |
$12.3K - $14.6K
|
468
$64K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
115New |
$10.2K - $12.1K
|
115
$15.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
113+ 0.94% |
$9.98K - $11.9K
|
12.2K
$1.66M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
108New |
$9.54K - $11.3K
|
108
$14.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
99New |
$8.74K - $10.4K
|
99
$13.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
79+ 158.0% |
$6.98K - $8.3K
|
129
$17.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
59+ 842.86% |
$5.21K - $6.2K
|
66
$9.03K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
55New |
$4.86K - $5.78K
|
55
$7.52K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
37+ 0.41% |
$3.27K - $3.89K
|
8.98K
$1.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
34New |
$3K - $3.57K
|
34
$4.65K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
32+ 58.18% |
$2.83K - $3.36K
|
87
$11.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
31+ 281.82% |
$2.74K - $3.26K
|
42
$5.74K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
28+ 4.93% |
$2.47K - $2.94K
|
596
$81.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
27+ 17.2% |
$2.38K - $2.84K
|
184
$25.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
23New |
$2.03K - $2.42K
|
23
$3.15K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
21New |
$1.85K - $2.21K
|
21
$2.87K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
17New |
$1.5K - $1.79K
|
17
$2.32K
|
|
|
Aug 05, 2024
Q2 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
15+ 0.41% |
$1.32K - $1.58K
|
3.68K
$503K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
14+ 0.61% |
$1.24K - $1.47K
|
2.31K
$315K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14+ 100.0% |
$1.24K - $1.47K
|
28
$3.83K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14New |
$1.24K - $1.47K
|
14
$1.91K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11+ 0.23% |
$971 - $1.16K
|
4.71K
$645K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
9New |
$795 - $945
|
9
$1.23K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8+ 2.05% |
$706 - $840
|
399
$54.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$530 - $630
|
6
$821
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6New |
$530 - $630
|
6
$821
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 45.45% |
$442 - $525
|
16
$2.19K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.2% |
$88.3 - $105
|
505
$69.1K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
3.32MNew |
$287M - $313M
|
3.32M
$454M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
509K+ 34.86% |
$44M - $48M
|
1.97M
$269M
|
|
|
May 14, 2024
Q1 2024
|
Waterfront Capital Partners, LLC
New York, NY |
BUY
|
- |
157KNew |
$13.6M - $14.8M
|
157K
$21.5M
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
156KNew |
$13.5M - $14.7M
|
156K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
118KNew |
$10.2M - $11.1M
|
118K
$16.2M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
93.6KNew |
$8.1M - $8.82M
|
93.6K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
88.5KNew |
$7.66M - $8.34M
|
88.5K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
77.6KNew |
$6.71M - $7.31M
|
77.6K
$10.6M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
35.9K+ 3.37% |
$3.11M - $3.39M
|
1.1M
$151M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
32.6K+ 30.21% |
$2.82M - $3.08M
|
141K
$19.2M
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
23KNew |
$1.99M - $2.16M
|
23K
$3.14M
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
22.9KNew |
$1.98M - $2.16M
|
22.9K
$3.13M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
19.6K+ 93.33% |
$1.7M - $1.85M
|
40.6K
$5.55M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
10.5K+ 13.17% |
$908K - $990K
|
90.2K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
9.7KNew |
$839K - $914K
|
9.7K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.23KNew |
$712K - $775K
|
8.23K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
7.48KNew |
$647K - $705K
|
7.48K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
6.1K+ 75.3% |
$527K - $575K
|
14.2K
$1.94M
|
|