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 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
2.9KNew |
$230K - $253K
|
2.9K
$362K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
208New |
$16.5K - $18.1K
|
208
$26K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
158New |
$12.5K - $13.8K
|
158
$19.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
100New |
$7.94K - $8.71K
|
100
$12.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
55New |
$4.36K - $4.79K
|
55
$6.86K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
40New |
$3.17K - $3.48K
|
40
$4.99K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
31New |
$2.46K - $2.7K
|
31
$3.87K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3New |
$238 - $261
|
3
$374
|
|
| Q3 2021 | |||||||
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.2K+ 233.26% |
$264K - $287K
|
4.57K
$570K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
542+ 14.41% |
$44.7K - $48.6K
|
4.3K
$537K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
300New |
$24.7K - $26.9K
|
300
$37.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
125New |
$10.3K - $11.2K
|
125
$15.6K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
55New |
$4.53K - $4.93K
|
55
$6.86K
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
50New |
$4.12K - $4.48K
|
50
$6.24K
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.7KNew |
$263K - $311K
|
3.7K
$462K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.68KNew |
$261K - $309K
|
3.68K
$459K
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
1.15KNew |
$81.7K - $96.6K
|
1.15K
$143K
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
200New |
$14.2K - $16.8K
|
200
$25K
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
42New |
$2.98K - $3.53K
|
42
$5.24K
|
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
39New |
$2.77K - $3.28K
|
39
$4.87K
|
|
| Q1 2021 | |||||||
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
965+ 77.2% |
$57.7K - $71.9K
|
2.22K
$276K
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
733New |
$43.8K - $54.6K
|
733
$91.5K
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
338New |
$20.2K - $25.2K
|
338
$42.2K
|
|
| Q4 2020 | |||||||
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
4.11K+ 45.16% |
$215K - $279K
|
13.2K
$1.65M
|
|
|
Feb 12, 2021
Q4 2020
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
3.5KNew |
$183K - $237K
|
3.5K
$437K
|
|
|
Jan 22, 2021
Q4 2020
|
Dividend Assets Capital, LLC
|
BUY
|
- |
3KNew |
$157K - $204K
|
3K
$374K
|
|
|
Jan 15, 2021
Q4 2020
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.2KNew |
$62.7K - $81.4K
|
1.2K
$150K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
657New |
$34.3K - $44.6K
|
657
$82K
|
|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
60+ 56.6% |
$3.14K - $4.07K
|
166
$20.7K
|
|
| Q3 2020 | |||||||
|
Nov 05, 2020
Q3 2020
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
3K+ 12.24% |
$148K - $183K
|
27.5K
$3.43M
|
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
112New |
$5.51K - $6.85K
|
112
$14K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
CALL |
550KNew |
$20.5M - $33.9M
|
550K
$68.6M
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
37New |
$1.38K - $2.28K
|
37
$4.62K
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
375New |
$12.5K - $33.7K
|
375
$46.8K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
62.5KNew |
$4.84M - $5.77M
|
62.5K
$7.8M
|
|
|
Feb 07, 2020
Q4 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
8.29K+ 8.68% |
$642K - $765K
|
104K
$13M
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
476New |
$36.8K - $43.9K
|
476
$59.4K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
473New |
$38.7K - $43.7K
|
473
$59K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
20KNew |
$1.44M - $1.69M
|
20K
$2.5M
|
|
|
Jul 18, 2019
Q2 2019
|
Hanson & Doremus Investment Management
|
BUY
|
- |
500+ 50.0% |
$35.9K - $42.3K
|
1.5K
$187K
|
|
|
Aug 13, 2019
Q2 2019
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
59+ 30.89% |
$4.23K - $4.99K
|
250
$31.2K
|
|
| Q1 2019 | |||||||
|
Apr 08, 2019
Q1 2019
|
Legacy Advisors, LLC
|
BUY
|
- |
200New |
$13.5K - $15.7K
|
200
$25K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.1KNew |
$191K - $231K
|
3.1K
$386K
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
490New |
$30.2K - $36.6K
|
490
$61.1K
|
|
|
May 07, 2019
Q4 2018
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
184New |
$11.3K - $13.7K
|
184
$23K
|
|
| Q2 2018 | |||||||
|
Jul 12, 2018
Q2 2018
|
James Hambro & Partners
|
BUY
|
- |
550New |
$27.5K - $34.5K
|
550
$68.6K
|
|
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
14+ 8.33% |
$700 - $878
|
182
$22.7K
|
|
| Q4 2017 | |||||||
|
Jan 26, 2018
Q4 2017
|
Townsend & Associates, Inc
|
BUY
|
- |
19.9KNew |
$1.26M - $1.39M
|
19.9K
$2.49M
|
|
|
Feb 14, 2018
Q4 2017
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
10.7KNew |
$677K - $744K
|
10.7K
$1.34M
|
|
| Q3 2017 | |||||||
|
Oct 27, 2017
Q3 2017
|
American Assets Investment Management, LLC
|
BUY
|
- |
10KNew |
$699K - $754K
|
10K
$1.25M
|
|