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
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.23K+ 14.05% |
$153K - $194K
|
10K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.22K+ 181.43% |
$151K - $192K
|
1.89K
$288K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.17K+ 73.31% |
$145K - $184K
|
2.77K
$421K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.17K+ 0.51% |
$145K - $184K
|
229K
$34.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.16K+ 48.14% |
$144K - $183K
|
3.58K
$545K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
1.16K+ 5.83% |
$144K - $182K
|
21K
$3.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.16K+ 16.04% |
$144K - $182K
|
8.38K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.16K+ 0.04% |
$144K - $181K
|
3.11M
$473M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.15KNew |
$143K - $181K
|
1.15K
$175K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.14K+ 1.11% |
$142K - $179K
|
104K
$15.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
1.13K+ 35.33% |
$140K - $177K
|
4.32K
$658K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.12K+ 2.49% |
$139K - $176K
|
46.3K
$7.05M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
1.11K+ 1.41% |
$138K - $174K
|
79.9K
$12.2M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.11K+ 921.67% |
$137K - $173K
|
1.23K
$187K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.07K+ 3.44% |
$133K - $168K
|
32.1K
$4.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 11.52% |
$131K - $165K
|
10.2K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.02K+ 71.27% |
$126K - $160K
|
2.44K
$372K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
1K+ 50.99% |
$125K - $157K
|
2.97K
$453K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1K+ 3.14% |
$124K - $157K
|
32.8K
$4.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
995+ 19.59% |
$123K - $156K
|
6.07K
$925K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
995+ 35.47% |
$123K - $156K
|
3.8K
$579K
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
960+ 2.18% |
$119K - $151K
|
44.9K
$6.84M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
956+ 6.65% |
$119K - $150K
|
15.3K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
951+ 14.42% |
$118K - $149K
|
7.55K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
900+ 5.63% |
$112K - $141K
|
16.9K
$2.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
900+ 46.56% |
$112K - $141K
|
2.83K
$431K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
860New |
$107K - $135K
|
860
$131K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
859+ 18.75% |
$107K - $135K
|
5.44K
$828K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
852+ 23.22% |
$106K - $134K
|
4.52K
$688K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
849+ 133.49% |
$105K - $133K
|
1.49K
$226K
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
BUY
|
- |
849+ 51.3% |
$105K - $133K
|
2.5K
$381K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
840+ 10.53% |
$104K - $132K
|
8.82K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
837+ 19.43% |
$104K - $131K
|
5.15K
$783K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
836+ 9.32% |
$104K - $131K
|
9.81K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
833+ 18.34% |
$103K - $131K
|
5.38K
$818K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
828+ 8.79% |
$103K - $130K
|
10.2K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
827+ 8.82% |
$103K - $130K
|
10.2K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
824+ 1.87% |
$102K - $129K
|
44.9K
$6.84M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
817+ 1.01% |
$101K - $128K
|
82.1K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
808+ 14.71% |
$100K - $127K
|
6.3K
$959K
|
|
|
May 08, 2025
Q1 2025
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
807+ 4.32% |
$100K - $127K
|
19.5K
$2.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
801+ 83.79% |
$99.4K - $126K
|
1.76K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
786+ 4.05% |
$97.5K - $123K
|
20.2K
$3.07M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
767+ 5.32% |
$95.1K - $120K
|
15.2K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
753+ 3.99% |
$93.4K - $118K
|
19.6K
$2.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
729+ 2.97% |
$90.4K - $114K
|
25.3K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
725+ 12.87% |
$89.9K - $114K
|
6.36K
$968K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
720New |
$89.3K - $113K
|
720
$110K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
717+ 14.79% |
$88.9K - $112K
|
5.56K
$847K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
654+ 7.0% |
$81.1K - $103K
|
10K
$1.52M
|