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 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
190+ 3.05% |
$25.9K - $29.5K
|
6.42K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
190+ 5.42% |
$25.9K - $29.5K
|
3.69K
$624K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
190+ 3.82% |
$25.9K - $29.5K
|
5.17K
$873K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
176+ 25.32% |
$24K - $27.3K
|
871
$147K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
176+ 0.41% |
$24K - $27.3K
|
43.3K
$7.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
175+ 4.95% |
$23.9K - $27.2K
|
3.71K
$626K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
175+ 6.05% |
$23.9K - $27.2K
|
3.07K
$518K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
170+ 1545.45% |
$23.2K - $26.4K
|
181
$30.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
169+ 14.08% |
$23.1K - $26.2K
|
1.37K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
164+ 3.8% |
$22.4K - $25.5K
|
4.48K
$756K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
157+ 10.57% |
$21.4K - $24.4K
|
1.64K
$277K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
153+ 4.89% |
$20.9K - $23.7K
|
3.28K
$554K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
150+ 8.88% |
$20.5K - $23.3K
|
1.84K
$311K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
150+ 7.41% |
$20.5K - $23.3K
|
2.17K
$367K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
149+ 2.27% |
$20.3K - $23.1K
|
6.71K
$1.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
148New |
$20.2K - $23K
|
148
$25K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
143+ 5.21% |
$19.5K - $22.2K
|
2.89K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
137+ 7.39% |
$18.7K - $21.3K
|
1.99K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
135+ 12.99% |
$18.4K - $21K
|
1.17K
$198K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
133New |
$18.2K - $20.6K
|
133
$22.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
133+ 1.63% |
$18.2K - $20.6K
|
8.3K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
131New |
$17.9K - $20.3K
|
131
$22.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
127+ 7.12% |
$17.3K - $19.7K
|
1.91K
$323K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
125New |
$17.1K - $19.4K
|
125
$21.1K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
124+ 2.84% |
$16.9K - $19.2K
|
4.5K
$759K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
121+ 3.62% |
$16.5K - $18.8K
|
3.46K
$584K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
120+ 8.57% |
$16.4K - $18.6K
|
1.52K
$257K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
116+ 2.49% |
$15.8K - $18K
|
4.78K
$807K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
116+ 6.57% |
$15.8K - $18K
|
1.88K
$318K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
116+ 4.61% |
$15.8K - $18K
|
2.63K
$444K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
115+ 2.54% |
$15.7K - $17.9K
|
4.64K
$783K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
108+ 2.44% |
$14.7K - $16.8K
|
4.54K
$766K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
107+ 6.08% |
$14.6K - $16.6K
|
1.87K
$315K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
104+ 21.8% |
$14.2K - $16.1K
|
581
$98.1K
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
BUY
|
- |
104+ 4.29% |
$14.2K - $16.1K
|
2.53K
$427K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
102+ 300.0% |
$13.9K - $15.8K
|
136
$23K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100+ 79.37% |
$13.6K - $15.5K
|
226
$38.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
100New |
$13.6K - $15.5K
|
100
$16.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
100New |
$13.6K - $15.5K
|
100
$16.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
99+ 3.33% |
$13.5K - $15.4K
|
3.07K
$519K
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
99+ 5.46% |
$13.5K - $15.4K
|
1.91K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
97+ 5.45% |
$13.2K - $15.1K
|
1.88K
$317K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
91+ 5.05% |
$12.4K - $14.1K
|
1.89K
$320K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
87+ 39.55% |
$11.9K - $13.5K
|
307
$51.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
84+ 0.44% |
$11.5K - $13K
|
19.2K
$3.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
84+ 0.93% |
$11.5K - $13K
|
9.15K
$1.54M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
84+ 30.22% |
$11.5K - $13K
|
362
$61.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
82+ 78.1% |
$11.2K - $12.7K
|
187
$31.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
82+ 1.42% |
$11.2K - $12.7K
|
5.85K
$987K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
80+ 0.96% |
$10.9K - $12.4K
|
8.38K
$1.41M
|