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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
19.6K+ 93.33% |
$1.7M - $1.85M
|
40.6K
$7.87M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
10.5K+ 13.17% |
$908K - $990K
|
90.2K
$17.5M
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
5.63KNew |
$487K - $530K
|
5.63K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
5.3KNew |
$458K - $499K
|
5.3K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
5.09KNew |
$440K - $479K
|
5.09K
$986K
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.56KNew |
$395K - $430K
|
4.56K
$884K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.86KNew |
$334K - $364K
|
3.86K
$749K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.43K+ 17.37% |
$297K - $323K
|
23.2K
$4.49M
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.91KNew |
$251K - $274K
|
2.91K
$563K
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
2.75KNew |
$238K - $259K
|
2.75K
$532K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.68K+ 5.56% |
$232K - $252K
|
50.8K
$9.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
2.25KNew |
$195K - $212K
|
2.25K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.17KNew |
$188K - $205K
|
2.17K
$421K
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.4KNew |
$121K - $132K
|
1.4K
$271K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
250New |
$21.6K - $23.6K
|
250
$48.5K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
207New |
$17.9K - $19.5K
|
207
$40.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
157+ 785.0% |
$13.6K - $14.8K
|
177
$34.3K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
69+ 4.19% |
$5.97K - $6.5K
|
1.71K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
58New |
$5.02K - $5.47K
|
58
$11.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
57New |
$4.93K - $5.37K
|
57
$11K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
50New |
$4.33K - $4.71K
|
50
$9.69K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
48+ 1.85% |
$4.15K - $4.52K
|
2.64K
$512K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
21New |
$1.82K - $1.98K
|
21
$4.07K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
19New |
$1.64K - $1.79K
|
19
$3.68K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
14+ 0.41% |
$1.21K - $1.32K
|
3.42K
$663K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
6New |
$519 - $566
|
6
$1.16K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5New |
$433 - $471
|
5
$969
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
222KNew |
$17.6M - $20.4M
|
222K
$43M
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
78.4K+ 122.83% |
$6.22M - $7.2M
|
142K
$27.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.7KNew |
$1.17M - $1.35M
|
14.7K
$2.85M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
12.3KNew |
$976K - $1.13M
|
12.3K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
10.9KNew |
$863K - $999K
|
10.9K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
9.63K+ 290.15% |
$764K - $885K
|
13K
$2.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
5.85K+ 8.09% |
$464K - $537K
|
78.2K
$15.1M
|
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.06KNew |
$401K - $465K
|
5.06K
$981K
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3.98KNew |
$316K - $366K
|
3.98K
$772K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.74KNew |
$296K - $343K
|
3.74K
$724K
|
|
|
Feb 13, 2024
Q4 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
3.6K+ 19.98% |
$286K - $331K
|
21.6K
$4.19M
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
3KNew |
$238K - $276K
|
3K
$581K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.46KNew |
$195K - $226K
|
2.46K
$477K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.31KNew |
$183K - $212K
|
2.31K
$447K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.3KNew |
$182K - $211K
|
2.3K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.05KNew |
$83.5K - $96.7K
|
1.05K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
690New |
$54.7K - $63.4K
|
690
$134K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
574New |
$45.5K - $52.7K
|
574
$111K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
407+ 3.93% |
$32.3K - $37.4K
|
10.8K
$2.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
285+ 2.56% |
$22.6K - $26.2K
|
11.4K
$2.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
241New |
$19.1K - $22.1K
|
241
$46.7K
|
|
|
Oct 30, 2025
Q4 2023
|
Broadwater Capital Management LLC
Boston, MA |
BUY
|
- |
200New |
$15.9K - $18.4K
|
200
$38.8K
|
|
|
Aug 15, 2025
Q4 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
139New |
$11K - $12.8K
|
139
$26.9K
|
|