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 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
69+ 23.31% |
$8.56K - $10.8K
|
365
$55.6K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
68+ 31.63% |
$8.44K - $10.7K
|
283
$43.1K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
66+ 21.09% |
$8.19K - $10.4K
|
379
$57.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
58+ 1.6% |
$7.19K - $9.1K
|
3.68K
$560K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
57+ 0.16% |
$7.07K - $8.94K
|
36.2K
$5.51M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
56+ 20.74% |
$6.95K - $8.78K
|
326
$49.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
53+ 3.89% |
$6.57K - $8.31K
|
1.42K
$216K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
53+ 1.23% |
$6.57K - $8.31K
|
4.37K
$666K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
49New |
$6.08K - $7.69K
|
49
$7.46K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
49+ 1.22% |
$6.08K - $7.69K
|
4.08K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
49+ 28.49% |
$6.08K - $7.69K
|
221
$33.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
48+ 2.83% |
$5.95K - $7.53K
|
1.75K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
45+ 1.36% |
$5.58K - $7.06K
|
3.34K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
45+ 0.57% |
$5.58K - $7.06K
|
7.9K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
44+ 8.16% |
$5.46K - $6.9K
|
583
$88.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
39+ 108.33% |
$4.84K - $6.12K
|
75
$11.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
38+ 0.91% |
$4.71K - $5.96K
|
4.22K
$643K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
37New |
$4.59K - $5.8K
|
37
$5.63K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
37+ 1.77% |
$4.59K - $5.8K
|
2.13K
$324K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
35+ 1.78% |
$4.34K - $5.49K
|
2K
$304K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
31New |
$3.85K - $4.86K
|
31
$4.72K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
31+ 1.77% |
$3.85K - $4.86K
|
1.78K
$271K
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
29+ 0.55% |
$3.6K - $4.55K
|
5.33K
$811K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
29+ 0.46% |
$3.6K - $4.55K
|
6.35K
$967K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
26+ 520.0% |
$3.23K - $4.08K
|
31
$4.72K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
25+ 11.36% |
$3.1K - $3.92K
|
245
$37.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
24+ 10.39% |
$2.98K - $3.76K
|
255
$38.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
23+ 0.89% |
$2.85K - $3.61K
|
2.62K
$399K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
22+ 0.35% |
$2.73K - $3.45K
|
6.26K
$953K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
22+ 200.0% |
$2.73K - $3.45K
|
33
$5.02K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
21+ 0.44% |
$2.61K - $3.29K
|
4.84K
$737K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20+ 0.29% |
$2.48K - $3.14K
|
6.99K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20+ 0.64% |
$2.48K - $3.14K
|
3.13K
$476K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
20+ 0.94% |
$2.48K - $3.14K
|
2.15K
$327K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
19+ 19.0% |
$2.36K - $2.98K
|
119
$18.1K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
18+ 1.01% |
$2.23K - $2.82K
|
1.81K
$275K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
17+ 0.3% |
$2.11K - $2.67K
|
5.73K
$873K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
17+ 0.81% |
$2.11K - $2.67K
|
2.12K
$322K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
16+ 106.67% |
$1.98K - $2.51K
|
31
$4.72K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
15+ 3.96% |
$1.86K - $2.35K
|
394
$60K
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
14+ 0.02% |
$1.74K - $2.2K
|
84.2K
$12.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12+ 3.8% |
$1.49K - $1.88K
|
328
$49.9K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
12+ 10.71% |
$1.49K - $1.88K
|
124
$18.9K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
12+ 0.46% |
$1.49K - $1.88K
|
2.61K
$398K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
11New |
$1.36K - $1.73K
|
11
$1.67K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
11+ 0.58% |
$1.36K - $1.73K
|
1.9K
$289K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
10New |
$1.24K - $1.57K
|
10
$1.52K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10New |
$1.24K - $1.57K
|
10
$1.52K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
10+ 0.6% |
$1.24K - $1.57K
|
1.67K
$253K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
10+ 166.67% |
$1.24K - $1.57K
|
16
$2.44K
|