Latest Institutional Purchases of Welltower Inc. (WELL)

WELL Quotes by TradingView

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
Oct 25, 2024 Q3 2024
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
8
New
$832 - $1.04K
8 $1.55K
Nov 12, 2024 Q3 2024
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
6
New
$624 - $778
6 $1.16K
Nov 01, 2024 Q3 2024
First Personal Financial Services

BUY
 -
6
New
$624 - $778
6 $1.16K
Jan 05, 2026 Q3 2024
Chesapeake Asset Management LLC

New York, NY
BUY
 -
5
New
$520 - $649
5 $969
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
5
New
$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
Oct 09, 2024 Q3 2024
Mendota Financial Group, LLC

Madison, WI
BUY
 -
1
New
$104 - $130
1 $194
Oct 09, 2024 Q3 2024
Psagot Value Holdings Ltd.

Tel Aviv, L3
BUY
 -
0
New
$0 - $0
0 $0
Q2 2024
Aug 14, 2024 Q2 2024
Voloridge Investment Management, LLC

Jupiter, FL
BUY
 -
124K
New
$10.9M - $13M
124K $23.9M
Aug 02, 2024 Q2 2024
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)

Stockholm, V7
BUY
 -
68.5K
New
$6.05M - $7.2M
68.5K $13.3M
Aug 12, 2024 Q2 2024
Hsbc Holdings PLC

London, X0
BUY
 CALL
20.7K
New
$1.83M - $2.17M
20.7K $4.01M
Aug 05, 2024 Q2 2024
Prosperitas Financial LLC

Valencia, CA
BUY
 -
20.5K
New
$1.81M - $2.16M
20.5K $3.98M
Aug 02, 2024 Q2 2024
Ctc Alternative Strategies, Ltd.

Chicago, IL
BUY
 -
10K
New
$883K - $1.05M
10K $1.94M
Aug 14, 2024 Q2 2024
Paloma Partners Management CO

Greenwich, CT
BUY
 PUT
6.3K
New
$556K - $662K
6.3K $1.22M
Aug 09, 2024 Q2 2024
Brass Tax Wealth Management, Inc

Cincinnati, OH
BUY
 -
5.23K
New
$462K - $550K
5.23K $1.01M
Jul 12, 2024 Q2 2024
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
3.57K
New
$315K - $374K
3.57K $691K
Jul 18, 2024 Q2 2024
Silver Lake Advisory, LLC

BUY
 -
3.12K
New
$275K - $328K
3.12K $605K
Aug 08, 2024 Q2 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
2.65K
New
$234K - $278K
2.65K $514K
Aug 08, 2024 Q2 2024
Trade Link Capital LLC

Chicago, IL
BUY
 -
2.4K
New
$212K - $252K
2.4K $465K
Aug 13, 2024 Q2 2024
C2 C Wealth Management, LLC

BUY
 -
2K
New
$177K - $210K
2K $388K
Aug 08, 2024 Q2 2024
Sykon Capital LLC

Harrison, NY
BUY
 -
2K
New
$177K - $210K
2K $388K
Jul 17, 2024 Q2 2024
Echo Wealth Management, LLC

BUY
 -
2K
New
$177K - $210K
2K $388K
Aug 14, 2024 Q2 2024
Cromwell Holdings LLC

Jackson, WY
BUY
 -
1.78K
New
$157K - $187K
1.78K $345K
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.08K
+ 44.21%
$95.4K - $113K
3.52K $683K
Aug 14, 2024 Q2 2024
Widmann Financial Services, Inc.

BUY
 -
1.03K
New
$90.9K - $108K
1.03K $199K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
873
New
$77.1K - $91.7K
873 $169K
Jul 08, 2024 Q2 2024
Bank & Trust CO

Litchfield, IL
BUY
 -
550
New
$48.6K - $57.8K
550 $107K
Aug 22, 2024 Q2 2024
Cypress Capital, LLC

BUY
 -
304
New
$26.8K - $31.9K
304 $58.9K
Aug 09, 2024 Q2 2024
Virtu Financial LLC

New York, NY
BUY
 -
279
+ 4.76%
$24.6K - $29.3K
6.15K $1.19M
Jul 18, 2024 Q2 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
261
New
$23K - $27.4K
261 $50.6K
Aug 06, 2024 Q2 2024
First Foundation Advisors

Irvine, CA
BUY
 -
245
New
$21.6K - $25.7K
245 $47.5K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
243
New
$21.5K - $25.5K
243 $47.1K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
186
New
$16.4K - $19.5K
186 $36.1K
Jul 24, 2024 Q2 2024
Edge Rock Capital LLC

BUY
 -
186
New
$16.4K - $19.5K
186 $36.1K
Aug 06, 2024 Q2 2024
Hgk Asset Management Inc

BUY
 -
150
New
$13.2K - $15.8K
150 $29.1K
Aug 06, 2024 Q2 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
115
New
$10.2K - $12.1K
115 $22.3K
Aug 14, 2024 Q2 2024
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
79
+ 158.0%
$6.98K - $8.3K
129 $25K
Jul 26, 2024 Q2 2024
Eagle Bay Advisors LLC

New York, NY
BUY
 -
34
New
$3K - $3.57K
34 $6.59K
Aug 12, 2024 Q2 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
32
+ 58.18%
$2.83K - $3.36K
87 $16.9K
Jul 24, 2024 Q2 2024
Unique Wealth Strategies, LLC

Burr Ridge, IL
BUY
 -
23
New
$2.03K - $2.42K
23 $4.46K
Jul 31, 2024 Q2 2024
Duncker Streett & CO Inc

BUY
 -
17
New
$1.5K - $1.79K
17 $3.29K
Aug 05, 2024 Q2 2024
Livelsberger Financial Advisory

Ashland, OH
BUY
 -
15
+ 0.41%
$1.32K - $1.58K
3.68K $713K
Aug 12, 2024 Q2 2024
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
14
+ 0.61%
$1.24K - $1.47K
2.31K $447K
Aug 07, 2024 Q2 2024
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
9
New
$795 - $945
9 $1.74K
Jul 09, 2024 Q2 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
6
New
$530 - $630
6 $1.16K
Q1 2024
May 15, 2024 Q1 2024
Moore Capital Management, LP

New York, NY
BUY
 -
118K
New
$10.2M - $11.1M
118K $22.9M
May 15, 2024 Q1 2024
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 CALL
93.6K
New
$8.1M - $8.82M
93.6K $18.1M
May 10, 2024 Q1 2024
Credit Suisse Ag

Zurich, V8
BUY
 -
35.9K
+ 3.37%
$3.11M - $3.39M
1.1M $214M

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