Purchases and Sales Made in Q2 2025 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
66K+ 11.0% |
$9.01M - $10.3M
|
666K
$101M
|
|
|
Jul 09, 2025
Q2 2025
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
33KNew |
$4.5M - $5.12M
|
33K
$5.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
16.3KNew |
$2.22M - $2.53M
|
16.3K
$2.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
13.4K+ 6.15% |
$1.83M - $2.09M
|
232K
$35.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
12.1K+ 581.0% |
$1.65M - $1.87M
|
14.2K
$2.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
11.9K+ 8.52% |
$1.63M - $1.85M
|
152K
$23.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.68K+ 92.87% |
$638K - $726K
|
9.71K
$1.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.35K+ 3.31% |
$594K - $675K
|
136K
$20.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.08K+ 202.23% |
$556K - $633K
|
6.09K
$928K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
3.8K+ 5.77% |
$518K - $589K
|
69.6K
$10.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.25K+ 138.0% |
$444K - $504K
|
5.61K
$853K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.1KNew |
$287K - $327K
|
2.1K
$320K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.93K+ 37.01% |
$263K - $299K
|
7.14K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.69K+ 8.02% |
$231K - $262K
|
22.8K
$3.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.62KNew |
$221K - $251K
|
1.62K
$246K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.4KNew |
$191K - $217K
|
1.4K
$213K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
580+ 10.66% |
$79.2K - $90K
|
6.02K
$917K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
521+ 24.92% |
$71.1K - $80.9K
|
2.61K
$398K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
481+ 2.04% |
$65.7K - $74.7K
|
24K
$3.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
436+ 18.12% |
$59.5K - $67.7K
|
2.84K
$433K
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
425+ 2.64% |
$58K - $66K
|
16.5K
$2.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
377+ 2.97% |
$51.5K - $58.5K
|
13.1K
$1.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
327+ 3.9% |
$44.6K - $50.8K
|
8.71K
$1.33M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
217+ 7.85% |
$29.6K - $33.7K
|
2.98K
$454K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
127+ 7.12% |
$17.3K - $19.7K
|
1.91K
$291K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
125New |
$17.1K - $19.4K
|
125
$19K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
107+ 6.08% |
$14.6K - $16.6K
|
1.87K
$284K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
65+ 44.22% |
$8.87K - $10.1K
|
212
$32.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
25New |
$3.41K - $3.88K
|
25
$3.81K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
18+ 1.1% |
$2.46K - $2.79K
|
1.65K
$251K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
10+ 0.46% |
$1.36K - $1.55K
|
2.18K
$332K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10+ 6.85% |
$1.36K - $1.55K
|
156
$23.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
8+ 0.16% |
$1.09K - $1.24K
|
4.88K
$743K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
8+ 0.06% |
$1.09K - $1.24K
|
13.7K
$2.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 2.19% |
$1.09K - $1.24K
|
373
$56.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
7+ 3.7% |
$955 - $1.09K
|
196
$29.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7New |
$955 - $1.09K
|
7
$1.07K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6+ 0.12% |
$819 - $931
|
4.99K
$760K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4+ 3.05% |
$546 - $621
|
135
$20.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.06% |
$136 - $155
|
1.72K
$261K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-6- 0.39% |
$819 - $931
|
1.55K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-9- 4.89% |
$1.23K - $1.4K
|
175
$26.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-12- 1.63% |
$1.64K - $1.86K
|
724
$110K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-20- 5.25% |
$2.73K - $3.1K
|
361
$55K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-24- 9.41% |
$3.28K - $3.73K
|
231
$35.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-28- 1.8% |
$3.82K - $4.35K
|
1.52K
$232K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-38- 1.14% |
$5.19K - $5.9K
|
3.3K
$502K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-63- 0.47% |
$8.6K - $9.78K
|
13.2K
$2.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-142- 8.83% |
$19.4K - $22K
|
1.47K
$223K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-201- 23.37% |
$27.4K - $31.2K
|
659
$100K
|