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 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
|
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
10KNew |
$1.36M - $1.55M
|
10K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
9.24KNew |
$1.26M - $1.43M
|
9.24K
$1.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
6.25KNew |
$853K - $970K
|
6.25K
$1.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
5.15KNew |
$703K - $800K
|
5.15K
$999K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.66K+ 296.94% |
$636K - $723K
|
6.23K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.04KNew |
$552K - $627K
|
4.04K
$783K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.92KNew |
$535K - $609K
|
3.92K
$760K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.91KNew |
$534K - $607K
|
3.91K
$758K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
3.19KNew |
$435K - $494K
|
3.19K
$617K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.12K+ 0.82% |
$425K - $484K
|
382K
$74.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.9KNew |
$396K - $450K
|
2.9K
$562K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.56K+ 6.33% |
$350K - $398K
|
43K
$8.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.13K+ 10.85% |
$290K - $330K
|
21.7K
$4.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
2.1KNew |
$287K - $326K
|
2.1K
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.99K+ 96.65% |
$272K - $309K
|
4.05K
$785K
|
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.73KNew |
$236K - $269K
|
1.73K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.64KNew |
$223K - $254K
|
1.64K
$317K
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
1.6KNew |
$218K - $248K
|
1.6K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.49KNew |
$203K - $231K
|
1.49K
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.48KNew |
$202K - $230K
|
1.48K
$287K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
1.46K+ 6.16% |
$199K - $226K
|
25.2K
$4.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
1.41KNew |
$192K - $218K
|
1.41K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
1.4KNew |
$191K - $217K
|
1.4K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
1.31K+ 15.22% |
$178K - $203K
|
9.89K
$1.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
1.14K+ 5.85% |
$156K - $177K
|
20.6K
$4M
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.1K+ 60.62% |
$150K - $170K
|
2.9K
$563K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 39.2% |
$148K - $169K
|
3.86K
$748K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
986New |
$135K - $153K
|
986
$191K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
983+ 10.47% |
$134K - $153K
|
10.4K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
706+ 26.32% |
$96.4K - $110K
|
3.39K
$657K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
566New |
$77.3K - $87.9K
|
566
$110K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
510New |
$69.6K - $79.2K
|
510
$98.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
440New |
$60.1K - $68.3K
|
440
$85.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
333New |
$45.5K - $51.7K
|
333
$64.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
267New |
$36.4K - $41.4K
|
267
$51.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
176+ 25.32% |
$24K - $27.3K
|
871
$169K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
175+ 6.05% |
$23.9K - $27.2K
|
3.07K
$595K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
175+ 4.95% |
$23.9K - $27.2K
|
3.71K
$719K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
170+ 1545.45% |
$23.2K - $26.4K
|
181
$35.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
150+ 7.41% |
$20.5K - $23.3K
|
2.17K
$421K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
149+ 2.27% |
$20.3K - $23.1K
|
6.71K
$1.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
148New |
$20.2K - $23K
|
148
$28.7K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
102+ 300.0% |
$13.9K - $15.8K
|
136
$26.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
PUT |
100New |
$13.6K - $15.5K
|
100
$19.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
100New |
$13.6K - $15.5K
|
100
$19.4K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
84+ 30.22% |
$11.5K - $13K
|
362
$70.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
84+ 0.44% |
$11.5K - $13K
|
19.2K
$3.72M
|
|