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, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
4+ 0.22% |
$492 - $557
|
1.8K
$349K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3+ 0.17% |
$369 - $418
|
1.78K
$344K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$123 - $139
|
1
$194
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
173K+ 21235.95% |
$18M - $22.5M
|
174K
$33.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
CALL |
75.4KNew |
$7.84M - $9.78M
|
75.4K
$14.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
69.2KNew |
$7.2M - $8.98M
|
69.2K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kite Lake Capital Management (Uk) LLP
London, X0 |
BUY
|
PUT |
65KNew |
$6.76M - $8.43M
|
65K
$12.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42K+ 9.63% |
$4.37M - $5.45M
|
478K
$92.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Ranger Global Real Estate Advisors, LLC
Denver, CO |
BUY
|
- |
28.7KNew |
$2.99M - $3.73M
|
28.7K
$5.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
15KNew |
$1.56M - $1.95M
|
15K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
13.6K+ 18.84% |
$1.42M - $1.77M
|
85.9K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
6.27KNew |
$652K - $813K
|
6.27K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.81K+ 39.36% |
$500K - $624K
|
17K
$3.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
3.4K+ 27.87% |
$354K - $441K
|
15.6K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.29KNew |
$342K - $427K
|
3.29K
$638K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.29K+ 18.63% |
$342K - $426K
|
20.9K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
3.19KNew |
$332K - $414K
|
3.19K
$618K
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.86KNew |
$298K - $371K
|
2.86K
$555K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.52K+ 10.2% |
$262K - $327K
|
27.2K
$5.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.12KNew |
$221K - $275K
|
2.12K
$411K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.08KNew |
$216K - $269K
|
2.08K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
CALL |
2K+ 80.0% |
$208K - $259K
|
4.5K
$872K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.88KNew |
$195K - $243K
|
1.88K
$364K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.86KNew |
$193K - $241K
|
1.86K
$360K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.84K+ 0.93% |
$191K - $238K
|
199K
$38.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.78KNew |
$185K - $230K
|
1.78K
$344K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
1.7KNew |
$177K - $221K
|
1.7K
$329K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.7KNew |
$177K - $220K
|
1.7K
$329K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.65KNew |
$171K - $214K
|
1.65K
$320K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.04KNew |
$108K - $134K
|
1.04K
$201K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
500New |
$52K - $64.9K
|
500
$96.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
400New |
$41.6K - $51.9K
|
400
$77.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
400New |
$41.6K - $51.9K
|
400
$77.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
350+ 41.18% |
$36.4K - $45.4K
|
1.2K
$233K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
307New |
$31.9K - $39.8K
|
307
$59.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
257+ 5.94% |
$26.7K - $33.3K
|
4.58K
$888K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
96+ 14.14% |
$9.98K - $12.5K
|
775
$150K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
42New |
$4.37K - $5.45K
|
42
$8.14K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
41+ 683.33% |
$4.26K - $5.32K
|
47
$9.11K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
32New |
$3.33K - $4.15K
|
32
$6.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
26New |
$2.7K - $3.37K
|
26
$5.04K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
11New |
$1.14K - $1.43K
|
11
$2.13K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
10New |
$1.04K - $1.3K
|
10
$1.94K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8New |
$832 - $1.04K
|
8
$1.55K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
6New |
$624 - $778
|
6
$1.16K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
6New |
$624 - $778
|
6
$1.16K
|
|
|
Jan 05, 2026
Q3 2024
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
5New |
$520 - $649
|
5
$969
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5New |
$520 - $649
|
5
$969
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.41% |
$520 - $649
|
1.23K
$239K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 10.0% |
$208 - $259
|
22
$4.26K
|
|