Purchases and Sales Made in Q1 2025 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q1 2025. The information is specifically focused on institutions that hold shares of WELLTOWER INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
653+ 3.13% |
$81K - $102K
|
21.5K
$3.27M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
650+ 0.55% |
$80.6K - $102K
|
119K
$18.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
628+ 42.93% |
$77.9K - $98.5K
|
2.09K
$318K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
621+ 8.44% |
$77K - $97.4K
|
7.98K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
609+ 12.57% |
$75.5K - $95.5K
|
5.46K
$831K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
606+ 6.3% |
$75.2K - $95.1K
|
10.2K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
599New |
$74.3K - $94K
|
599
$91.2K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
594+ 3.16% |
$73.7K - $93.2K
|
19.4K
$2.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
589+ 26.83% |
$73.1K - $92.4K
|
2.78K
$424K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
583+ 23.11% |
$72.3K - $91.4K
|
3.11K
$473K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
575+ 5.4% |
$71.3K - $90.2K
|
11.2K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
BUY
|
- |
568+ 1.55% |
$70.5K - $89.1K
|
37.2K
$5.66M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
560+ 1.77% |
$69.5K - $87.8K
|
32.3K
$4.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
555+ 4.94% |
$68.8K - $87.1K
|
11.8K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
551+ 14.18% |
$68.4K - $86.4K
|
4.44K
$676K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
527New |
$65.4K - $82.7K
|
527
$80.2K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
521+ 21.45% |
$64.6K - $81.7K
|
2.95K
$449K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
517New |
$64.1K - $81.1K
|
517
$78.7K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
513+ 8.25% |
$63.6K - $80.5K
|
6.73K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
492+ 20.09% |
$61K - $77.2K
|
2.94K
$448K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
478+ 18.29% |
$59.3K - $75K
|
3.09K
$471K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
470+ 2.85% |
$58.3K - $73.7K
|
17K
$2.59M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
465+ 4.52% |
$57.7K - $72.9K
|
10.8K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
462+ 13.25% |
$57.3K - $72.5K
|
3.95K
$601K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
457New |
$56.7K - $71.7K
|
457
$69.6K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
441+ 9.72% |
$54.7K - $69.2K
|
4.98K
$758K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
437+ 12.31% |
$54.2K - $68.5K
|
3.99K
$607K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
435+ 24.76% |
$54K - $68.2K
|
2.19K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
434+ 41.77% |
$53.8K - $68.1K
|
1.47K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
417+ 13.5% |
$51.7K - $65.4K
|
3.51K
$534K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
416+ 1.19% |
$51.6K - $65.3K
|
35.3K
$5.37M
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
414+ 2.66% |
$51.4K - $64.9K
|
16K
$2.44M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
411+ 1.12% |
$51K - $64.5K
|
37.1K
$5.64M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
410+ 9.5% |
$50.9K - $64.3K
|
4.73K
$719K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
405+ 13.83% |
$50.2K - $63.5K
|
3.33K
$508K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
405+ 6.67% |
$50.2K - $63.5K
|
6.47K
$986K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
401+ 6.33% |
$49.7K - $62.9K
|
6.73K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
400+ 2.82% |
$49.6K - $62.7K
|
14.6K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
396+ 7.39% |
$49.1K - $62.1K
|
5.76K
$876K
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
393+ 1.05% |
$48.8K - $61.6K
|
37.9K
$5.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
390+ 25.31% |
$48.4K - $61.2K
|
1.93K
$294K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
385New |
$47.8K - $60.4K
|
385
$58.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
384+ 19.88% |
$47.6K - $60.2K
|
2.32K
$353K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
381+ 7.52% |
$47.3K - $59.8K
|
5.45K
$829K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
373+ 1.95% |
$46.3K - $58.5K
|
19.5K
$2.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
359+ 13.45% |
$44.5K - $56.3K
|
3.03K
$461K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
359+ 52.79% |
$44.5K - $56.3K
|
1.04K
$158K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
347+ 7.4% |
$43K - $54.4K
|
5.03K
$766K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
342+ 10.99% |
$42.4K - $53.6K
|
3.46K
$526K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
342+ 7.56% |
$42.4K - $53.6K
|
4.86K
$741K
|