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
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.78K- 14.92% |
$221K - $279K
|
10.1K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-1.78K- 14.55% |
$221K - $280K
|
10.5K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.79K- 47.41% |
$222K - $281K
|
1.99K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-1.88K- 50.51% |
$233K - $294K
|
1.84K
$280K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.93K- 2.64% |
$239K - $302K
|
70.9K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.98K- 22.39% |
$246K - $311K
|
6.87K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2K- 12.05% |
$248K - $314K
|
14.6K
$2.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.18K- 24.13% |
$270K - $342K
|
6.85K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2.22K- 2.22% |
$276K - $348K
|
97.7K
$14.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2.25K- 2.8% |
$279K - $353K
|
78.3K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.37K- 58.64% |
$293K - $371K
|
1.67K
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.38K- 3.89% |
$295K - $373K
|
58.7K
$8.94M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.38K- 7.36% |
$295K - $373K
|
29.9K
$4.56M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-2.4K- 7.69% |
$298K - $377K
|
28.8K
$4.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-2.55K- 9.27% |
$317K - $400K
|
25K
$3.8M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-2.63K- 32.15% |
$326K - $413K
|
5.56K
$846K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-2.75K- 22.47% |
$341K - $431K
|
9.48K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-3.12K- 0.81% |
$386K - $489K
|
379K
$57.7M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.14K- 1.4% |
$390K - $493K
|
221K
$33.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.24K- 49.02% |
$402K - $508K
|
3.37K
$512K
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-3.3K- 14.04% |
$409K - $517K
|
20.2K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-3.31K- 5.88% |
$410K - $519K
|
52.9K
$8.05M
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-3.35K- 1.64% |
$416K - $526K
|
202K
$30.7M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.44K- 26.16% |
$427K - $540K
|
9.72K
$1.48M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3.59K- 67.05% |
$445K - $563K
|
1.77K
$269K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-3.85K- 3.88% |
$477K - $603K
|
95.4K
$14.5M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-4.2K- 12.72% |
$521K - $659K
|
28.8K
$4.39M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.6K- 30.72% |
$570K - $721K
|
10.4K
$1.58M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.7K- 0.61% |
$583K - $737K
|
762K
$116M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-4.75K- 18.97% |
$589K - $745K
|
20.3K
$3.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-5.05K- 37.38% |
$627K - $792K
|
8.47K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.06K- 12.13% |
$627K - $793K
|
36.6K
$5.58M
|
|
|
May 13, 2025
Q1 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-5.2K- 4.05% |
$645K - $816K
|
123K
$18.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.24K- 32.45% |
$650K - $821K
|
10.9K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Garland Capital Management Inc
|
SELL
|
- |
-5.3K- 13.01% |
$657K - $831K
|
35.4K
$5.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-5.35K- 17.16% |
$664K - $839K
|
25.8K
$3.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-5.91K- 8.94% |
$733K - $927K
|
60.2K
$9.16M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.95KClosed |
$738K - $933K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-6.08K- 4.96% |
$755K - $954K
|
117K
$17.7M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-6.12K- 46.99% |
$759K - $960K
|
6.9K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.17K- 36.43% |
$765K - $968K
|
10.8K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.2K- 44.84% |
$769K - $972K
|
7.63K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-6.3K- 86.3% |
$782K - $988K
|
1K
$152K
|
|
|
May 13, 2025
Q1 2025
|
Employees Retirement System Of Texas
|
SELL
|
- |
-6.49K- 2.03% |
$805K - $1.02M
|
314K
$47.7M
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-6.64K- 27.37% |
$824K - $1.04M
|
17.6K
$2.68M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.82K- 4.37% |
$846K - $1.07M
|
149K
$22.7M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.96K- 3.64% |
$864K - $1.09M
|
184K
$28.1M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-6.97K- 48.45% |
$864K - $1.09M
|
7.41K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-7.28K- 12.99% |
$904K - $1.14M
|
48.8K
$7.43M
|
|
|
May 14, 2025
Q1 2025
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-8.03K- 91.1% |
$996K - $1.26M
|
785
$120K
|