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
|
Independent Advisor Alliance
|
BUY
|
- |
156+ 1.22% |
$19.4K - $24.5K
|
13K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
154+ 7.4% |
$19.1K - $24.2K
|
2.23K
$340K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
152+ 9.52% |
$18.9K - $23.8K
|
1.75K
$266K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
151+ 4.61% |
$18.7K - $23.7K
|
3.43K
$522K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
151+ 60.89% |
$18.7K - $23.7K
|
399
$60.7K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
151+ 7.82% |
$18.7K - $23.7K
|
2.08K
$317K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
148+ 704.76% |
$18.4K - $23.2K
|
169
$25.7K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
142New |
$17.6K - $22.3K
|
142
$21.6K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
141+ 9.81% |
$17.5K - $22.1K
|
1.58K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
140+ 4.05% |
$17.4K - $22K
|
3.6K
$548K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
139+ 4.13% |
$17.2K - $21.8K
|
3.5K
$533K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
137+ 20.24% |
$17K - $21.5K
|
814
$124K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
134+ 7.84% |
$16.6K - $21K
|
1.84K
$281K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
133+ 0.64% |
$16.5K - $20.9K
|
21.1K
$3.21M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
133+ 2.38% |
$16.5K - $20.9K
|
5.71K
$870K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
132+ 8.04% |
$16.4K - $20.7K
|
1.77K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
131+ 2.57% |
$16.3K - $20.5K
|
5.22K
$795K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
131+ 3.41% |
$16.3K - $20.5K
|
3.98K
$605K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
130New |
$16.1K - $20.4K
|
130
$19.8K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
129+ 2580.0% |
$16K - $20.2K
|
134
$20.4K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
128New |
$15.9K - $20.1K
|
128
$19.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
118+ 4.13% |
$14.6K - $18.5K
|
2.97K
$452K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
117+ 5.23% |
$14.5K - $18.4K
|
2.36K
$359K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
117+ 25.77% |
$14.5K - $18.4K
|
571
$86.9K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
113+ 1.21% |
$14K - $17.7K
|
9.48K
$1.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
112+ 5.88% |
$13.9K - $17.6K
|
2.02K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
110+ 21.74% |
$13.6K - $17.3K
|
616
$93.8K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
108+ 3.15% |
$13.4K - $16.9K
|
3.54K
$538K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
107+ 57.22% |
$13.3K - $16.8K
|
294
$44.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
103+ 2.2% |
$12.8K - $16.2K
|
4.78K
$727K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
103New |
$12.8K - $16.2K
|
103
$15.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
100New |
$12.4K - $15.7K
|
100
$15.2K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
100+ 0.36% |
$12.4K - $15.7K
|
27.6K
$4.21M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
100+ 5.0% |
$12.4K - $15.7K
|
2.1K
$320K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
99New |
$12.3K - $15.5K
|
99
$15.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
97+ 5.5% |
$12K - $15.2K
|
1.86K
$283K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
96New |
$11.9K - $15.1K
|
96
$14.6K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
86+ 0.85% |
$10.7K - $13.5K
|
10.2K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
85New |
$10.5K - $13.3K
|
85
$12.9K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
81+ 27.0% |
$10K - $12.7K
|
381
$58K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
80+ 12.25% |
$9.92K - $12.5K
|
733
$112K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
80+ 1.16% |
$9.92K - $12.5K
|
6.96K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
78+ 1.2% |
$9.68K - $12.2K
|
6.59K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
77+ 1.77% |
$9.55K - $12.1K
|
4.43K
$674K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
77+ 4.33% |
$9.55K - $12.1K
|
1.85K
$282K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
77New |
$9.55K - $12.1K
|
77
$11.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
73+ 4.27% |
$9.06K - $11.5K
|
1.78K
$271K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
73+ 2.04% |
$9.06K - $11.5K
|
3.64K
$555K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
72+ 1440.0% |
$8.93K - $11.3K
|
77
$11.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
69+ 1.22% |
$8.56K - $10.8K
|
5.74K
$875K
|