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 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 23, 2026
Q4 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
58New |
$9.62K - $11.2K
|
58
$11.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
57+ 0.62% |
$9.46K - $11K
|
9.28K
$1.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
45+ 9.98% |
$7.47K - $8.72K
|
496
$96.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
37+ 2.6% |
$6.14K - $7.17K
|
1.46K
$283K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
35New |
$5.81K - $6.78K
|
35
$6.78K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
35+ 28.0% |
$5.81K - $6.78K
|
160
$31K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
34+ 11.56% |
$5.64K - $6.59K
|
328
$63.6K
|
|
|
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 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
30+ 1.66% |
$4.98K - $5.81K
|
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 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
23+ 0.66% |
$3.82K - $4.46K
|
3.5K
$678K
|
|
|
Jan 22, 2026
Q4 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
22+ 0.52% |
$3.65K - $4.26K
|
4.27K
$827K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
19+ 0.33% |
$3.15K - $3.68K
|
5.78K
$1.12M
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
19+ 0.38% |
$3.15K - $3.68K
|
5.07K
$983K
|
|
|
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 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
12+ 6.15% |
$1.99K - $2.33K
|
207
$40.1K
|
|
|
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 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
8+ 3.48% |
$1.33K - $1.55K
|
238
$46.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8+ 14.29% |
$1.33K - $1.55K
|
64
$12.4K
|
|
|
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 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4+ 0.28% |
$664 - $775
|
1.43K
$277K
|
|
|
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 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3+ 0.16% |
$498 - $581
|
1.88K
$363K
|
|
|
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 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.39% |
$332 - $388
|
512
$99.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 66.67% |
$332 - $388
|
5
$969
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.15% |
$332 - $388
|
1.36K
$263K
|
|
|
Jan 13, 2026
Q4 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
2+ 0.06% |
$332 - $388
|
3.57K
$691K
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1New |
$166 - $194
|
1
$194
|
|
| Q3 2025 | |||||||
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.99M+ 4.65% |
$602M - $711M
|
89.8M
$17.4B
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.93M+ 24.09% |
$442M - $522M
|
15.1M
$2.92B
|
|
|
Nov 13, 2025
Q3 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
2.66M+ 167.21% |
$401M - $473M
|
4.25M
$823M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.84M+ 4.13% |
$278M - $328M
|
46.5M
$9.02B
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
1.64M+ 4.13% |
$247M - $292M
|
41.3M
$8B
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.22M+ 8.13% |
$184M - $217M
|
16.2M
$3.15B
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.18M+ 56.47% |
$178M - $211M
|
3.28M
$635M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
782K+ 8.88% |
$118M - $139M
|
9.59M
$1.86B
|
|