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
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
6+ 7.79% |
$904 - $1.07K
|
83
$16.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
6+ 0.4% |
$904 - $1.07K
|
1.5K
$290K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
6New |
$904 - $1.07K
|
6
$1.16K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
6New |
$904 - $1.07K
|
6
$1.16K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5+ 38.46% |
$754 - $891
|
18
$3.49K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5New |
$754 - $891
|
5
$969
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5New |
$754 - $891
|
5
$969
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4+ 4.6% |
$603 - $713
|
91
$17.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.16% |
$603 - $713
|
2.49K
$483K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
4New |
$603 - $713
|
4
$775
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3+ 0.64% |
$452 - $534
|
470
$91.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3+ 1.5% |
$452 - $534
|
203
$39.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
3+ 0.12% |
$452 - $534
|
2.58K
$500K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3New |
$452 - $534
|
3
$581
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2+ 0.1% |
$301 - $356
|
2.1K
$407K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.06% |
$301 - $356
|
3.39K
$656K
|
|
|
Nov 24, 2025
Q3 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.69% |
$151 - $178
|
146
$28.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 20.0% |
$151 - $178
|
6
$1.16K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.28% |
$151 - $178
|
360
$69.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.58% |
$151 - $178
|
172
$33.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.06% |
$151 - $178
|
1.72K
$333K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1+ 0.04% |
$151 - $178
|
2.48K
$480K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
546K+ 327.66% |
$74.6M - $84.8M
|
713K
$138M
|
|
|
Aug 14, 2025
Q2 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
216K+ 138.08% |
$29.5M - $33.6M
|
373K
$72.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
200KNew |
$27.3M - $31M
|
200K
$38.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
151K+ 7318.46% |
$20.6M - $23.4M
|
153K
$29.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
122K+ 255.84% |
$16.7M - $19M
|
170K
$32.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
94.7K+ 60.56% |
$12.9M - $14.7M
|
251K
$48.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
90.4KNew |
$12.3M - $14M
|
90.4K
$17.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
72.3K+ 15.61% |
$9.86M - $11.2M
|
535K
$104M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
70.3KNew |
$9.6M - $10.9M
|
70.3K
$13.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
58.9KNew |
$8.04M - $9.14M
|
58.9K
$11.4M
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
37.6K+ 12.25% |
$5.13M - $5.84M
|
345K
$66.8M
|
|
|
Dec 18, 2025
Q2 2025
|
Danica Pension, Livsforsikringsaktieselskab
Copenhagen V, |
BUY
|
- |
36.7K+ 54.96% |
$5.02M - $5.7M
|
104K
$20.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
33KNew |
$4.5M - $5.12M
|
33K
$6.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
31.7KNew |
$4.32M - $4.92M
|
31.7K
$6.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
31.1K+ 197.13% |
$4.24M - $4.82M
|
46.8K
$9.08M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
30K+ 17.65% |
$4.09M - $4.66M
|
200K
$38.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
25.2K+ 20.46% |
$3.44M - $3.91M
|
148K
$28.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
22.6K+ 1457.16% |
$3.08M - $3.51M
|
24.1K
$4.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Bleichroeder LP
New York, NY |
BUY
|
- |
20KNew |
$2.73M - $3.1M
|
20K
$3.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
19.3K+ 56.73% |
$2.63M - $2.99M
|
53.2K
$10.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
18.6K+ 84.02% |
$2.54M - $2.89M
|
40.8K
$7.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
17.2KNew |
$2.35M - $2.67M
|
17.2K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
15.7KNew |
$2.14M - $2.43M
|
15.7K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
PUT |
12.7KNew |
$1.73M - $1.97M
|
12.7K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
12.5K+ 478.29% |
$1.71M - $1.94M
|
15.1K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.9K+ 6.0% |
$1.48M - $1.69M
|
192K
$37.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
PUT |
10KNew |
$1.36M - $1.55M
|
10K
$1.94M
|
|