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 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-204- 1.98% |
$25.3K - $32K
|
10.1K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-207- 35.03% |
$25.7K - $32.5K
|
384
$58.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-216- 37.57% |
$26.8K - $33.9K
|
359
$54.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-227- 7.12% |
$28.2K - $35.6K
|
2.96K
$451K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-231- 10.91% |
$28.7K - $36.2K
|
1.89K
$287K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-232- 3.96% |
$28.8K - $36.4K
|
5.63K
$857K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-249- 2.5% |
$30.9K - $39.1K
|
9.72K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-250- 4.02% |
$31K - $39.2K
|
5.97K
$909K
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-250- 3.67% |
$31K - $39.2K
|
6.57K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-256- 3.57% |
$31.8K - $40.2K
|
6.92K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-259- 5.23% |
$32.1K - $40.6K
|
4.69K
$715K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-267- 49.08% |
$33.1K - $41.9K
|
277
$42.2K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-288- 1.87% |
$35.7K - $45.2K
|
15.1K
$2.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-292- 12.86% |
$36.2K - $45.8K
|
1.98K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-295- 9.22% |
$36.6K - $46.3K
|
2.9K
$442K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-299- 15.96% |
$37.1K - $46.9K
|
1.57K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-300- 3.45% |
$37.2K - $47.1K
|
8.4K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-306- 0.86% |
$38K - $48K
|
35.3K
$5.37M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-310- 0.76% |
$38.5K - $48.6K
|
40.5K
$6.16M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-319- 2.35% |
$39.6K - $50K
|
13.3K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-319- 12.71% |
$39.6K - $50K
|
2.19K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-325- 13.84% |
$40.3K - $51K
|
2.02K
$308K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-326- 0.03% |
$40.4K - $51.1K
|
972K
$148M
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-331- 1.08% |
$41.1K - $51.9K
|
30.3K
$4.61M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-351- 5.26% |
$43.5K - $55.1K
|
6.32K
$962K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-360- 19.88% |
$44.7K - $56.5K
|
1.45K
$221K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-383- 2.8% |
$47.5K - $60.1K
|
13.3K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-384- 11.4% |
$47.6K - $60.2K
|
2.98K
$454K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-386- 6.18% |
$47.9K - $60.5K
|
5.86K
$892K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-390- 17.18% |
$48.4K - $61.2K
|
1.88K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-431- 2.52% |
$53.5K - $67.6K
|
16.7K
$2.54M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-442- 0.58% |
$54.8K - $69.3K
|
76K
$11.6M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-445- 97.37% |
$55.2K - $69.8K
|
12
$1.83K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-456- 25.47% |
$56.6K - $71.5K
|
1.33K
$203K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-466- 1.83% |
$57.8K - $73.1K
|
25K
$3.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-471- 3.58% |
$58.4K - $73.9K
|
12.7K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-474- 12.09% |
$58.8K - $74.4K
|
3.45K
$525K
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-500- 13.8% |
$62K - $78.4K
|
3.12K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-529- 22.79% |
$65.6K - $83K
|
1.79K
$273K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-536- 22.98% |
$66.5K - $84.1K
|
1.8K
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-552- 78.97% |
$68.5K - $86.6K
|
147
$22.4K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-584- 2.36% |
$72.4K - $91.6K
|
24.2K
$3.68M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-595- 2.11% |
$73.8K - $93.3K
|
27.6K
$4.19M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-621- 3.62% |
$77K - $97.4K
|
16.5K
$2.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-650- 2.69% |
$80.6K - $102K
|
23.6K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-655- 2.51% |
$81.3K - $103K
|
25.5K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-658- 17.6% |
$81.6K - $103K
|
3.08K
$469K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-675- 8.48% |
$83.7K - $106K
|
7.29K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-680- 0.31% |
$84.4K - $107K
|
219K
$33.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-694- 29.12% |
$86.1K - $109K
|
1.69K
$257K
|