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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
118New |
$17.8K - $21K
|
118
$22.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
116+ 5.83% |
$17.5K - $20.7K
|
2.11K
$408K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
110New |
$16.6K - $19.6K
|
110
$21.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
105+ 1.05% |
$15.8K - $18.7K
|
10.1K
$1.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
105+ 2.03% |
$15.8K - $18.7K
|
5.27K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
105+ 36.21% |
$15.8K - $18.7K
|
395
$76.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
103+ 1.77% |
$15.5K - $18.3K
|
5.91K
$1.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
97+ 6.83% |
$14.6K - $17.3K
|
1.52K
$294K
|
|
|
Nov 12, 2025
Q3 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
96+ 7.15% |
$14.5K - $17.1K
|
1.44K
$279K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
95New |
$14.3K - $16.9K
|
95
$18.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
93+ 0.59% |
$14K - $16.6K
|
15.9K
$3.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
92+ 0.31% |
$13.9K - $16.4K
|
29.4K
$5.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
91+ 2.29% |
$13.7K - $16.2K
|
4.07K
$788K
|
|
|
Nov 12, 2025
Q3 2025
|
Verde Capital Management
|
BUY
|
- |
89+ 0.54% |
$13.4K - $15.9K
|
16.6K
$3.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
89+ 1.81% |
$13.4K - $15.9K
|
5K
$969K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
81+ 4.4% |
$12.2K - $14.4K
|
1.92K
$372K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
79+ 0.52% |
$11.9K - $14.1K
|
15.2K
$2.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
75New |
$11.3K - $13.4K
|
75
$14.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
75+ 4.58% |
$11.3K - $13.4K
|
1.71K
$332K
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
66New |
$9.95K - $11.8K
|
66
$12.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
65+ 84.42% |
$9.8K - $11.6K
|
142
$27.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
63+ 3.38% |
$9.49K - $11.2K
|
1.93K
$374K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
62+ 2.3% |
$9.34K - $11K
|
2.76K
$534K
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
62+ 1.01% |
$9.34K - $11K
|
6.23K
$1.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
61+ 1.32% |
$9.19K - $10.9K
|
4.7K
$910K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
60+ 4.49% |
$9.04K - $10.7K
|
1.4K
$270K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
58+ 14.87% |
$8.74K - $10.3K
|
448
$86.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
56+ 3.84% |
$8.44K - $9.98K
|
1.52K
$294K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
54New |
$8.14K - $9.62K
|
54
$10.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
53+ 3.47% |
$7.99K - $9.44K
|
1.58K
$307K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
51+ 3.7% |
$7.69K - $9.09K
|
1.43K
$277K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50+ 1250.0% |
$7.54K - $8.91K
|
54
$10.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
49+ 49.0% |
$7.38K - $8.73K
|
149
$28.9K
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
48+ 1.39% |
$7.23K - $8.55K
|
3.49K
$677K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
47+ 2.27% |
$7.08K - $8.37K
|
2.11K
$410K
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
46New |
$6.93K - $8.19K
|
46
$8.92K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
43+ 3.83% |
$6.48K - $7.66K
|
1.17K
$226K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
42New |
$6.33K - $7.48K
|
42
$8.14K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
41New |
$6.18K - $7.3K
|
41
$7.95K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
41+ 0.6% |
$6.18K - $7.3K
|
6.87K
$1.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
39+ 1.19% |
$5.88K - $6.95K
|
3.33K
$645K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
39+ 1.96% |
$5.88K - $6.95K
|
2.03K
$394K
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
35+ 1.55% |
$5.27K - $6.23K
|
2.29K
$445K
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
33+ 13.47% |
$4.97K - $5.88K
|
278
$53.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
33+ 1.62% |
$4.97K - $5.88K
|
2.07K
$402K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
32New |
$4.82K - $5.7K
|
32
$6.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
31+ 0.55% |
$4.67K - $5.52K
|
5.69K
$1.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
31+ 2.03% |
$4.67K - $5.52K
|
1.56K
$301K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
30New |
$4.52K - $5.34K
|
30
$5.81K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
30+ 90.91% |
$4.52K - $5.34K
|
63
$12.2K
|
|