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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.15K+ 17.24% |
$625K - $738K
|
28.2K
$5.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
4.08KNew |
$615K - $727K
|
4.08K
$791K
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4.02K+ 4.31% |
$606K - $716K
|
97.4K
$18.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
4K+ 1.03% |
$603K - $713K
|
391K
$75.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.99KNew |
$601K - $710K
|
3.99K
$773K
|
|
|
Nov 13, 2025
Q3 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
3.93KNew |
$593K - $701K
|
3.93K
$762K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
3.85K+ 1.89% |
$580K - $686K
|
207K
$40.1M
|
|
|
Nov 18, 2025
Q3 2025
|
Digital Bridge Group, Inc.
Boca Raton, FL |
BUY
|
- |
3.8KNew |
$573K - $677K
|
3.8K
$737K
|
|
|
Oct 29, 2025
Q3 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.76K+ 8.86% |
$567K - $670K
|
46.2K
$8.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
3.64K+ 45.74% |
$549K - $649K
|
11.6K
$2.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.48K+ 27.72% |
$524K - $620K
|
16K
$3.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.47K+ 36.88% |
$524K - $619K
|
12.9K
$2.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.47K+ 112.25% |
$523K - $619K
|
6.57K
$1.27M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.42K+ 3.8% |
$516K - $610K
|
93.4K
$18.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.41K+ 18.23% |
$514K - $607K
|
22.1K
$4.28M
|
|
|
Nov 04, 2025
Q3 2025
|
American Assets Capital Advisers, LLC
|
BUY
|
- |
3.38K+ 36.13% |
$509K - $602K
|
12.7K
$2.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3.36K+ 95.84% |
$507K - $599K
|
6.87K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.3K+ 6.76% |
$497K - $588K
|
52.1K
$10.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
3.23K+ 24.61% |
$487K - $575K
|
16.3K
$3.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.1K+ 1.42% |
$467K - $552K
|
221K
$42.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
3.07KNew |
$463K - $547K
|
3.07K
$595K
|
|
|
Oct 27, 2025
Q3 2025
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
3KNew |
$452K - $534K
|
3K
$581K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3K+ 310.47% |
$452K - $534K
|
3.96K
$768K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.98K+ 23.95% |
$449K - $531K
|
15.4K
$2.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
2.96KNew |
$446K - $527K
|
2.96K
$574K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.86KNew |
$431K - $509K
|
2.86K
$554K
|
|
|
Nov 03, 2025
Q3 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.86K+ 2.47% |
$430K - $509K
|
118K
$23M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.84K+ 24.22% |
$427K - $505K
|
14.5K
$2.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.78KNew |
$420K - $496K
|
2.78K
$540K
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
BUY
|
- |
2.73K+ 18.95% |
$412K - $487K
|
17.2K
$3.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.72K+ 25.65% |
$410K - $485K
|
13.3K
$2.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.71K+ 15.92% |
$408K - $483K
|
19.7K
$3.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.7KNew |
$407K - $482K
|
2.7K
$524K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.7K+ 23.66% |
$407K - $482K
|
14.1K
$2.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.68KNew |
$403K - $477K
|
2.68K
$518K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.66K+ 28.25% |
$401K - $474K
|
12.1K
$2.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.62KNew |
$395K - $467K
|
2.62K
$508K
|
|
|
Nov 18, 2025
Q3 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
2.61KNew |
$393K - $464K
|
2.61K
$505K
|
|
|
Nov 13, 2025
Q3 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.6K+ 2.32% |
$392K - $463K
|
115K
$22.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.59K+ 49.41% |
$390K - $461K
|
7.82K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.59K+ 0.2% |
$390K - $460K
|
1.29M
$251M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.52K+ 13.54% |
$380K - $449K
|
21.1K
$4.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.52K+ 6.38% |
$379K - $449K
|
42K
$8.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.49K+ 5.43% |
$375K - $443K
|
48.3K
$9.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Providence Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.49KNew |
$375K - $443K
|
2.49K
$482K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.47K+ 1.07% |
$372K - $440K
|
233K
$45.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.41K+ 7.88% |
$363K - $429K
|
33K
$6.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.39K+ 2.81% |
$360K - $425K
|
87.3K
$16.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.37K+ 61.96% |
$357K - $423K
|
6.2K
$1.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.37KNew |
$356K - $421K
|
2.37K
$458K
|
|