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
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.51KNew |
$435K - $550K
|
3.51K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.5K+ 19.78% |
$435K - $550K
|
21.2K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.49K+ 197.96% |
$433K - $548K
|
5.26K
$801K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.45K+ 7.41% |
$428K - $541K
|
50K
$7.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.45K+ 37.12% |
$428K - $541K
|
12.7K
$1.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.42K+ 165.15% |
$424K - $537K
|
5.49K
$836K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
3.31KNew |
$410K - $519K
|
3.31K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.24K+ 3.94% |
$402K - $509K
|
85.6K
$13M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.21K+ 9.53% |
$398K - $504K
|
36.9K
$5.62M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.19K+ 118.51% |
$395K - $500K
|
5.88K
$895K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.18K+ 45.98% |
$395K - $499K
|
10.1K
$1.54M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.1K+ 33.73% |
$385K - $486K
|
12.3K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
3.01KNew |
$373K - $472K
|
3.01K
$458K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3K+ 50.71% |
$373K - $471K
|
8.93K
$1.36M
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
3K+ 5.34% |
$372K - $470K
|
59.1K
$8.99M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.97K+ 0.08% |
$368K - $465K
|
3.49M
$532M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.96K+ 11.41% |
$367K - $464K
|
28.9K
$4.4M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.95K+ 73.39% |
$365K - $462K
|
6.96K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.89K+ 2.39% |
$358K - $453K
|
124K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.85K+ 78.06% |
$354K - $448K
|
6.51K
$991K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.83KNew |
$351K - $444K
|
2.83K
$431K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.82K+ 43.92% |
$350K - $442K
|
9.24K
$1.41M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.77K+ 40.06% |
$344K - $435K
|
9.69K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.75K+ 4.76% |
$341K - $431K
|
60.4K
$9.2M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.72K+ 43.26% |
$337K - $426K
|
8.99K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.71K+ 2.19% |
$336K - $425K
|
126K
$19.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.68KNew |
$333K - $421K
|
2.68K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.67K+ 7.95% |
$331K - $419K
|
36.2K
$5.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.66K+ 1.21% |
$330K - $417K
|
223K
$33.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.63K+ 24.88% |
$327K - $413K
|
13.2K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.61K+ 6.14% |
$324K - $410K
|
45.2K
$6.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.57K+ 61.43% |
$319K - $403K
|
6.76K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$310K - $392K
|
2.5K
$381K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
2.5KNew |
$310K - $392K
|
2.5K
$380K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.45KNew |
$304K - $385K
|
2.45K
$374K
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.4K+ 15.38% |
$298K - $377K
|
18K
$2.74M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2.4K+ 1.14% |
$298K - $376K
|
213K
$32.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.32K+ 5.83% |
$288K - $364K
|
42.1K
$6.41M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.28K+ 34.25% |
$282K - $357K
|
8.92K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.25K+ 9.63% |
$279K - $353K
|
25.6K
$3.9M
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
BUY
|
- |
2.24K+ 8.84% |
$278K - $351K
|
27.6K
$4.2M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.22KNew |
$276K - $349K
|
2.22K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.18KNew |
$271K - $342K
|
2.18K
$332K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.17K+ 43.38% |
$269K - $341K
|
7.18K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.15KNew |
$267K - $338K
|
2.15K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
2.15K+ 33.38% |
$266K - $337K
|
8.58K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.14K+ 2.43% |
$266K - $336K
|
90.2K
$13.7M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
2.1KNew |
$260K - $329K
|
2.1K
$319K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.08KNew |
$258K - $326K
|
2.08K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
2.07K+ 10.69% |
$257K - $324K
|
21.4K
$3.26M
|