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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
566+ 6.98% |
$93.9K - $110K
|
8.68K
$1.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
532+ 3.24% |
$88.3K - $103K
|
17K
$3.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
510+ 7.97% |
$84.6K - $98.8K
|
6.91K
$1.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
482+ 17.66% |
$80K - $93.4K
|
3.21K
$623K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
450+ 7.32% |
$74.7K - $87.2K
|
6.6K
$1.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
385+ 13.9% |
$63.9K - $74.6K
|
3.16K
$612K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
383+ 2.11% |
$63.6K - $74.2K
|
18.5K
$3.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
369+ 4.31% |
$61.2K - $71.5K
|
8.94K
$1.73M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
300+ 12.62% |
$49.8K - $58.1K
|
2.68K
$519K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
289+ 8.14% |
$48K - $56K
|
3.84K
$744K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
256+ 1.1% |
$42.5K - $49.6K
|
23.5K
$4.55M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
255+ 11.76% |
$42.3K - $49.4K
|
2.42K
$470K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
253+ 15.53% |
$42K - $49K
|
1.88K
$365K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
214+ 6.29% |
$35.5K - $41.5K
|
3.62K
$701K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
177+ 33.91% |
$29.4K - $34.3K
|
699
$135K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
156+ 5.17% |
$25.9K - $30.2K
|
3.17K
$615K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
143+ 9.26% |
$23.7K - $27.7K
|
1.69K
$327K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
131+ 26.2% |
$21.7K - $25.4K
|
631
$122K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
131+ 10.39% |
$21.7K - $25.4K
|
1.39K
$270K
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
129+ 0.24% |
$21.4K - $25K
|
53.1K
$10.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
118+ 10.07% |
$19.6K - $22.9K
|
1.29K
$250K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
107+ 8.53% |
$17.8K - $20.7K
|
1.36K
$264K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
99+ 1.01% |
$16.4K - $19.2K
|
9.87K
$1.91M
|
|
|
Jan 20, 2026
Q4 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
90+ 1.38% |
$14.9K - $17.4K
|
6.61K
$1.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
78+ 5.88% |
$12.9K - $15.1K
|
1.4K
$272K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
75New |
$12.4K - $14.5K
|
75
$14.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
67New |
$11.1K - $13K
|
67
$13K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
63+ 6.29% |
$10.5K - $12.2K
|
1.06K
$206K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
59+ 62.77% |
$9.79K - $11.4K
|
153
$29.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
57+ 0.62% |
$9.46K - $11K
|
9.28K
$1.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
37+ 2.6% |
$6.14K - $7.17K
|
1.46K
$283K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
35+ 28.0% |
$5.81K - $6.78K
|
160
$31K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
32New |
$5.31K - $6.2K
|
32
$6.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
32+ 1.77% |
$5.31K - $6.2K
|
1.84K
$356K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
29+ 0.74% |
$4.81K - $5.62K
|
3.95K
$765K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
27+ 112.5% |
$4.48K - $5.23K
|
51
$9.88K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
18+ 2.72% |
$2.99K - $3.49K
|
680
$132K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
17+ 2.19% |
$2.82K - $3.29K
|
793
$154K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
14New |
$2.32K - $2.71K
|
14
$2.71K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
12+ 8.39% |
$1.99K - $2.33K
|
155
$30K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
10+ 0.53% |
$1.66K - $1.94K
|
1.91K
$370K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
9+ 0.73% |
$1.49K - $1.74K
|
1.25K
$242K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
7+ 0.35% |
$1.16K - $1.36K
|
2.01K
$390K
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.02% |
$830 - $969
|
21.1K
$4.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
4New |
$664 - $775
|
4
$775
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
4+ 30.77% |
$664 - $775
|
17
$3.29K
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
4+ 0.21% |
$664 - $775
|
1.95K
$378K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
3+ 1.42% |
$498 - $581
|
215
$41.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
3+ 0.09% |
$498 - $581
|
3.44K
$667K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.15% |
$332 - $388
|
1.36K
$263K
|
|