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 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1- 0.21% |
$124 - $157
|
477
$72.6K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 0.26% |
$124 - $157
|
379
$57.7K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.02% |
$124 - $157
|
4.49K
$684K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 0.16% |
$124 - $157
|
625
$95.2K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3- 0.59% |
$372 - $471
|
505
$76.9K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3- 0.2% |
$372 - $471
|
1.52K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 1.03% |
$372 - $471
|
289
$44K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5- 3.55% |
$620 - $784
|
136
$20.7K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-6- -0.0% |
$744 - $941
|
215K
$32.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-7- 1.46% |
$868 - $1.1K
|
474
$72.2K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-8- 0.18% |
$992 - $1.25K
|
4.4K
$670K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-8- 0.2% |
$992 - $1.25K
|
3.95K
$601K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-9- 0.38% |
$1.12K - $1.41K
|
2.35K
$358K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-10- 0.66% |
$1.24K - $1.57K
|
1.49K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-11- 0.23% |
$1.36K - $1.73K
|
4.7K
$716K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13- 0.12% |
$1.61K - $2.04K
|
11.2K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-14- 0.38% |
$1.74K - $2.2K
|
3.71K
$565K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-14- 50.0% |
$1.74K - $2.2K
|
14
$2.13K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-16- 0.37% |
$1.98K - $2.51K
|
4.34K
$660K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-16- 0.76% |
$1.98K - $2.51K
|
2.08K
$316K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-20- 1.1% |
$2.48K - $3.14K
|
1.79K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-21- 0.98% |
$2.61K - $3.29K
|
2.13K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-21- 36.21% |
$2.61K - $3.29K
|
37
$5.63K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-23- 17.97% |
$2.85K - $3.61K
|
105
$16K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-23- 17.97% |
$2.85K - $3.61K
|
105
$16K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-24- 1.51% |
$2.98K - $3.76K
|
1.57K
$239K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-24- 19.05% |
$2.98K - $3.76K
|
102
$15.5K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-24- 4.58% |
$2.98K - $3.76K
|
500
$76.1K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-25- 1.12% |
$3.1K - $3.92K
|
2.22K
$338K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-25- 1.13% |
$3.1K - $3.92K
|
2.19K
$333K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-25- 0.15% |
$3.1K - $3.92K
|
16.4K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-25- 1.46% |
$3.1K - $3.92K
|
1.69K
$258K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-26- 0.17% |
$3.23K - $4.08K
|
15.1K
$2.3M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-27- 0.97% |
$3.35K - $4.24K
|
2.75K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-27- 0.68% |
$3.35K - $4.24K
|
3.94K
$600K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-29- 0.59% |
$3.6K - $4.55K
|
4.86K
$739K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-33- 0.66% |
$4.09K - $5.18K
|
4.99K
$759K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-34- 0.81% |
$4.22K - $5.33K
|
4.17K
$635K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-35- 76.09% |
$4.34K - $5.49K
|
11
$1.67K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-37- 1.51% |
$4.59K - $5.8K
|
2.42K
$368K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-37- 7.3% |
$4.59K - $5.8K
|
470
$71.6K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-37- 0.63% |
$4.59K - $5.8K
|
5.81K
$884K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-40- 0.77% |
$4.96K - $6.27K
|
5.18K
$788K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-43- 1.04% |
$5.33K - $6.74K
|
4.07K
$620K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-46- 50.0% |
$5.71K - $7.22K
|
46
$7K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-50- 0.82% |
$6.2K - $7.84K
|
6.03K
$917K
|
|
|
May 09, 2025
Q1 2025
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-50- 0.35% |
$6.2K - $7.84K
|
14.3K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-50- 1.81% |
$6.2K - $7.84K
|
2.71K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-50- 2.29% |
$6.2K - $7.84K
|
2.13K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-53- 2.0% |
$6.57K - $8.31K
|
2.59K
$395K
|