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 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.06KNew |
$255K - $323K
|
2.06K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.06KNew |
$255K - $323K
|
2.06K
$313K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.05K+ 23.5% |
$255K - $322K
|
10.8K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.04KNew |
$253K - $320K
|
2.04K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.01KNew |
$249K - $315K
|
2.01K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.97K+ 3.64% |
$245K - $310K
|
56.3K
$8.56M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.93K+ 0.49% |
$240K - $303K
|
398K
$60.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.93K+ 1964.29% |
$239K - $302K
|
2.02K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.92K+ 103.39% |
$238K - $301K
|
3.78K
$576K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 4.2% |
$237K - $299K
|
47.4K
$7.21M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.9K+ 13.51% |
$235K - $297K
|
15.9K
$2.42M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.87K+ 5.09% |
$232K - $293K
|
38.6K
$5.88M
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.87KNew |
$232K - $293K
|
1.87K
$285K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
1.86K+ 1.81% |
$231K - $292K
|
105K
$15.9M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.84K+ 8.0% |
$228K - $289K
|
24.8K
$3.78M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.83K+ 6.28% |
$228K - $288K
|
31K
$4.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.81KNew |
$225K - $285K
|
1.81K
$276K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.8KNew |
$224K - $283K
|
1.8K
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.8K+ 19.52% |
$223K - $282K
|
11K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
1.79KNew |
$222K - $280K
|
1.79K
$272K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.78K+ 6.82% |
$221K - $279K
|
27.9K
$4.25M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.77KNew |
$219K - $277K
|
1.77K
$269K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.77K+ 61.11% |
$219K - $277K
|
4.66K
$710K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
1.76K+ 9.48% |
$218K - $276K
|
20.3K
$3.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.76KNew |
$218K - $276K
|
1.76K
$268K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.72K+ 48.77% |
$213K - $270K
|
5.25K
$799K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
1.71KNew |
$212K - $267K
|
1.71K
$260K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
1.7K+ 4.72% |
$211K - $267K
|
37.7K
$5.74M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.67KNew |
$207K - $261K
|
1.67K
$254K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 46.82% |
$206K - $261K
|
5.21K
$793K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.63K+ 3.21% |
$202K - $256K
|
52.4K
$7.97M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.62KNew |
$201K - $254K
|
1.62K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.62K+ 7.6% |
$200K - $253K
|
22.9K
$3.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.61KNew |
$199K - $252K
|
1.61K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.61KNew |
$199K - $252K
|
1.61K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.6KNew |
$198K - $251K
|
1.6K
$243K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.6K+ 3.16% |
$198K - $250K
|
52.1K
$7.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.59KNew |
$197K - $250K
|
1.59K
$242K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.59KNew |
$197K - $249K
|
1.59K
$242K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.57K+ 7.75% |
$195K - $247K
|
21.9K
$3.33M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.57KNew |
$195K - $246K
|
1.57K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.56K+ 67.15% |
$194K - $245K
|
3.89K
$593K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.56KNew |
$194K - $245K
|
1.56K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.55KNew |
$193K - $243K
|
1.55K
$236K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
1.55KNew |
$192K - $243K
|
1.55K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
1.55KNew |
$192K - $243K
|
1.55K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.55KNew |
$192K - $243K
|
1.55K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.55KNew |
$192K - $243K
|
1.55K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1.53KNew |
$189K - $240K
|
1.53K
$232K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.53KNew |
$189K - $239K
|
1.53K
$232K
|