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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
332+ 11.87% |
$41.2K - $52.1K
|
3.13K
$476K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
323+ 24.71% |
$40.1K - $50.7K
|
1.63K
$248K
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
300+ 2.46% |
$37.2K - $47.1K
|
12.5K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
300New |
$37.2K - $47.1K
|
300
$45.7K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
300New |
$37.2K - $47.1K
|
300
$45.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
297+ 14.08% |
$36.8K - $46.6K
|
2.41K
$366K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
297+ 3.71% |
$36.8K - $46.6K
|
8.3K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
292New |
$36.2K - $45.8K
|
292
$44.5K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
281+ 6.94% |
$34.9K - $44.1K
|
4.33K
$659K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
280+ 0.06% |
$34.7K - $43.9K
|
459K
$69.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
280+ 0.66% |
$34.7K - $43.9K
|
42.7K
$6.5M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
271New |
$33.6K - $42.5K
|
271
$41.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
269+ 13.05% |
$33.4K - $42.2K
|
2.33K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
269+ 8.33% |
$33.4K - $42.2K
|
3.5K
$533K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
259+ 2.38% |
$32.1K - $40.6K
|
11.1K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
254+ 5.15% |
$31.5K - $39.8K
|
5.19K
$790K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
250+ 25.13% |
$31K - $39.2K
|
1.25K
$190K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
245New |
$30.4K - $38.4K
|
245
$37.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
243+ 7.83% |
$30.1K - $38.1K
|
3.35K
$509K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
243+ 11.84% |
$30.1K - $38.1K
|
2.3K
$350K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
242+ 7.0% |
$30K - $38K
|
3.7K
$563K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
237+ 9.82% |
$29.4K - $37.2K
|
2.65K
$404K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
227+ 6.58% |
$28.2K - $35.6K
|
3.68K
$560K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
222+ 10.95% |
$27.5K - $34.8K
|
2.25K
$343K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
216New |
$26.8K - $33.9K
|
216
$32.9K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
216+ 8.45% |
$26.8K - $33.9K
|
2.77K
$422K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
212New |
$26.3K - $33.3K
|
212
$32.3K
|
|
|
Apr 02, 2025
Q1 2025
|
Franchise Capital LTD
Grand Cayman, E9 |
BUY
|
- |
209New |
$25.9K - $32.8K
|
209
$31.8K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
207+ 0.74% |
$25.7K - $32.5K
|
28.3K
$4.31M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
203New |
$25.2K - $31.8K
|
203
$30.9K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
202+ 2.27% |
$25.1K - $31.7K
|
9.11K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
194+ 1.35% |
$24.1K - $30.4K
|
14.5K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
191+ 22.85% |
$23.7K - $30K
|
1.03K
$156K
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
187+ 1.18% |
$23.2K - $29.3K
|
16.1K
$2.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
185New |
$22.9K - $29K
|
185
$28.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
185+ 3.89% |
$22.9K - $29K
|
4.94K
$751K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
184New |
$22.8K - $28.9K
|
184
$28K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
180+ 6.46% |
$22.3K - $28.2K
|
2.97K
$452K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
177+ 2.41% |
$22K - $27.8K
|
7.51K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
176+ 1.4% |
$21.8K - $27.6K
|
12.7K
$1.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
174+ 1.52% |
$21.6K - $27.3K
|
11.6K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
173New |
$21.5K - $27.1K
|
173
$26.3K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
172+ 162.26% |
$21.3K - $27K
|
278
$42.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
165+ 2.16% |
$20.5K - $25.9K
|
7.8K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
164+ 7.33% |
$20.3K - $25.7K
|
2.4K
$365K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
160+ 9.81% |
$19.8K - $25.1K
|
1.79K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
159+ 1.99% |
$19.7K - $24.9K
|
8.16K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
159+ 8.4% |
$19.7K - $24.9K
|
2.05K
$312K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
158+ 6.17% |
$19.6K - $24.8K
|
2.72K
$414K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
157+ 6.86% |
$19.5K - $24.6K
|
2.44K
$372K
|