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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
3.6K+ 19.98% |
$286K - $331K
|
21.6K
$2.96M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
3.28K+ 46.78% |
$260K - $301K
|
10.3K
$1.41M
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
3KNew |
$238K - $276K
|
3K
$410K
|
|
|
Oct 22, 2024
Q4 2023
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
2.62KNew |
$208K - $241K
|
2.62K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.62KNew |
$208K - $241K
|
2.62K
$358K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.46KNew |
$195K - $226K
|
2.46K
$337K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.41KNew |
$191K - $221K
|
2.41K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.31KNew |
$183K - $212K
|
2.31K
$316K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.31KNew |
$183K - $212K
|
2.31K
$315K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.3KNew |
$182K - $211K
|
2.3K
$315K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
2.23KNew |
$177K - $205K
|
2.23K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.05KNew |
$83.5K - $96.7K
|
1.05K
$144K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
690New |
$54.7K - $63.4K
|
690
$94.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
574New |
$45.5K - $52.7K
|
574
$78.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
545New |
$43.2K - $50.1K
|
545
$74.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
407+ 3.93% |
$32.3K - $37.4K
|
10.8K
$1.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
285+ 2.56% |
$22.6K - $26.2K
|
11.4K
$1.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
241New |
$19.1K - $22.1K
|
241
$33K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
205New |
$16.3K - $18.8K
|
205
$28K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
166New |
$13.2K - $15.3K
|
166
$22.7K
|
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
104+ 3.93% |
$8.25K - $9.55K
|
2.75K
$376K
|
|
|
Jan 18, 2024
Q4 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
100+ 4.0% |
$7.93K - $9.19K
|
2.6K
$356K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
82New |
$6.5K - $7.53K
|
82
$11.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
31New |
$2.46K - $2.85K
|
31
$4.24K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
28+ 3.83% |
$2.22K - $2.57K
|
759
$104K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
22New |
$1.74K - $2.02K
|
22
$3.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
21New |
$1.67K - $1.93K
|
21
$2.87K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
15New |
$1.19K - $1.38K
|
15
$2.05K
|
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
BUY
|
- |
14+ 0.78% |
$1.11K - $1.29K
|
1.82K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7New |
$555 - $643
|
7
$957
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6New |
$476 - $551
|
6
$821
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 1.2% |
$159 - $184
|
168
$23K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 50.0% |
$79.3 - $91.9
|
3
$410
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.17% |
$79.3 - $91.9
|
593
$81.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
27.2MNew |
$2.14B - $2.32B
|
27.2M
$3.72B
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
66.3KNew |
$5.21M - $5.67M
|
66.3K
$9.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
20.7KNew |
$1.63M - $1.77M
|
20.7K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
20.5KNew |
$1.61M - $1.75M
|
20.5K
$2.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
19.4KNew |
$1.52M - $1.66M
|
19.4K
$2.65M
|
|
|
Oct 30, 2023
Q3 2023
|
Ldr Capital Management LLC
New York, NY |
BUY
|
- |
12.6KNew |
$990K - $1.08M
|
12.6K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
8.89KNew |
$699K - $760K
|
8.89K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.56K+ 59.21% |
$280K - $304K
|
9.58K
$1.31M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3.43KNew |
$269K - $293K
|
3.43K
$469K
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.46KNew |
$193K - $210K
|
2.46K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
1.9KNew |
$149K - $162K
|
1.9K
$260K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
1.71K+ 4.13% |
$134K - $146K
|
43.1K
$5.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.62K+ 10.36% |
$127K - $138K
|
17.2K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
950+ 14.69% |
$74.7K - $81.2K
|
7.42K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
892New |
$70.1K - $76.2K
|
892
$122K
|
|