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 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-709- 7.22% |
$88K - $111K
|
9.12K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-713- 23.52% |
$88.4K - $112K
|
2.32K
$353K
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-719- 5.36% |
$89.2K - $113K
|
12.7K
$1.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-728- 11.36% |
$90.3K - $114K
|
5.68K
$865K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-735- 1.31% |
$91.2K - $115K
|
55.5K
$8.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-737- 1.35% |
$91.4K - $116K
|
54K
$8.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-750- 3.0% |
$93K - $118K
|
24.2K
$3.69M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-750- 11.81% |
$93K - $118K
|
5.6K
$853K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-800- 2.79% |
$99.2K - $125K
|
27.9K
$4.24M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-801- 10.24% |
$99.4K - $126K
|
7.02K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-803- 3.01% |
$99.6K - $126K
|
25.8K
$3.93M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-828- 61.84% |
$103K - $130K
|
511
$77.8K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-830- 39.15% |
$103K - $130K
|
1.29K
$196K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-880- 37.34% |
$109K - $138K
|
1.48K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-880- 8.58% |
$109K - $138K
|
9.38K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-887- 8.92% |
$110K - $139K
|
9.06K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-895- 21.86% |
$111K - $140K
|
3.2K
$487K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-915- 6.21% |
$114K - $144K
|
13.8K
$2.1M
|
|
|
May 08, 2025
Q1 2025
|
American Assets Capital Advisers, LLC
|
SELL
|
- |
-950- 9.23% |
$118K - $149K
|
9.35K
$1.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-970- 12.77% |
$120K - $152K
|
6.63K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-974- 23.99% |
$121K - $153K
|
3.09K
$470K
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-1K- 3.5% |
$124K - $157K
|
27.6K
$4.2M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.03K- 5.82% |
$127K - $161K
|
16.6K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.06K- 2.62% |
$131K - $166K
|
39.4K
$5.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.08K- 3.87% |
$133K - $169K
|
26.7K
$4.07M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.08K- 0.86% |
$134K - $169K
|
124K
$18.9M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.08K- 5.66% |
$134K - $170K
|
18.1K
$2.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.1K- 9.82% |
$137K - $173K
|
10.1K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.1K- 10.39% |
$137K - $173K
|
9.51K
$1.45M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.11K- 31.64% |
$137K - $174K
|
2.39K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.13K- 8.62% |
$140K - $177K
|
12K
$1.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.15K- 15.85% |
$143K - $181K
|
6.11K
$930K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.17K- 2.65% |
$145K - $184K
|
43K
$6.55M
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.21K- 0.36% |
$150K - $190K
|
331K
$50.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.23K- 65.05% |
$153K - $193K
|
662
$101K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.25K- 5.28% |
$155K - $196K
|
22.4K
$3.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.27K- 2.27% |
$157K - $199K
|
54.4K
$8.29M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.31K- 7.41% |
$162K - $205K
|
16.3K
$2.48M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.33K- 29.84% |
$165K - $209K
|
3.13K
$476K
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
SELL
|
- |
-1.33K- 8.03% |
$165K - $209K
|
15.3K
$2.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.34K- 13.29% |
$166K - $210K
|
8.72K
$1.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.35K- 31.86% |
$168K - $212K
|
2.89K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.36K- 31.72% |
$169K - $213K
|
2.93K
$446K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.36K- 6.59% |
$169K - $214K
|
19.3K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.36K- 4.0% |
$169K - $214K
|
32.7K
$4.98M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-1.38K- 14.46% |
$171K - $216K
|
8.17K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.4K- 24.71% |
$173K - $219K
|
4.26K
$648K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.49K- 3.24% |
$185K - $234K
|
44.6K
$6.78M
|
|
|
May 13, 2025
Q1 2025
|
Windward Capital Management CO
|
SELL
|
- |
-1.6K- 3.28% |
$199K - $251K
|
47.3K
$7.2M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.68K- 23.26% |
$208K - $263K
|
5.53K
$841K
|