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 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
77+ 208.11% |
$10.5K - $12K
|
114
$19.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
77+ 1.35% |
$10.5K - $12K
|
5.79K
$977K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
77+ 1.41% |
$10.5K - $12K
|
5.52K
$933K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
74+ 5.67% |
$10.1K - $11.5K
|
1.38K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
73+ 7.8% |
$9.96K - $11.3K
|
1.01K
$170K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
72+ 5.58% |
$9.83K - $11.2K
|
1.36K
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
71+ 5.11% |
$9.69K - $11K
|
1.46K
$247K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
71+ 1.64% |
$9.69K - $11K
|
4.4K
$743K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
67+ 1.38% |
$9.14K - $10.4K
|
4.91K
$829K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
66+ 4.73% |
$9.01K - $10.2K
|
1.46K
$247K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
65+ 44.22% |
$8.87K - $10.1K
|
212
$35.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
61+ 3.88% |
$8.33K - $9.47K
|
1.63K
$276K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
58+ 1.01% |
$7.92K - $9K
|
5.79K
$977K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
56+ 1.26% |
$7.64K - $8.69K
|
4.49K
$759K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
56+ 1.17% |
$7.64K - $8.69K
|
4.83K
$816K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
55New |
$7.51K - $8.54K
|
55
$9.29K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
52+ 1.99% |
$7.1K - $8.07K
|
2.67K
$451K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
52+ 0.69% |
$7.1K - $8.07K
|
7.54K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
52New |
$7.1K - $8.07K
|
52
$8.78K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
52+ 0.74% |
$7.1K - $8.07K
|
7.07K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
51+ 2.22% |
$6.96K - $7.92K
|
2.35K
$396K
|
|
|
Aug 11, 2025
Q2 2025
|
Highview Capital Management LLC
|
BUY
|
- |
50+ 0.66% |
$6.82K - $7.76K
|
7.68K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
50+ 5.38% |
$6.82K - $7.76K
|
979
$165K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50+ 16.67% |
$6.82K - $7.76K
|
350
$59.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
48New |
$6.55K - $7.45K
|
48
$8.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
44+ 3.11% |
$6.01K - $6.83K
|
1.46K
$247K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
42+ 0.6% |
$5.73K - $6.52K
|
7.04K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
42+ 0.53% |
$5.73K - $6.52K
|
7.94K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
41+ 1.35% |
$5.6K - $6.36K
|
3.07K
$518K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
39+ 9.77% |
$5.32K - $6.05K
|
438
$74K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
37+ 0.76% |
$5.05K - $5.74K
|
4.9K
$828K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
36+ 0.57% |
$4.91K - $5.59K
|
6.4K
$1.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
35+ 1.27% |
$4.78K - $5.43K
|
2.8K
$473K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
33+ 10.12% |
$4.5K - $5.12K
|
359
$60.6K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
29New |
$3.96K - $4.5K
|
29
$4.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29+ 1.93% |
$3.96K - $4.5K
|
1.53K
$258K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29+ 0.38% |
$3.96K - $4.5K
|
7.75K
$1.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29+ 0.73% |
$3.96K - $4.5K
|
3.98K
$672K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
29+ 725.0% |
$3.96K - $4.5K
|
33
$5.57K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
28+ 0.16% |
$3.82K - $4.35K
|
17.1K
$2.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
27+ 1.77% |
$3.69K - $4.19K
|
1.55K
$262K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
27+ 13.17% |
$3.69K - $4.19K
|
232
$39.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
27+ 1.74% |
$3.69K - $4.19K
|
1.58K
$266K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
26New |
$3.55K - $4.04K
|
26
$4.39K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
26New |
$3.55K - $4.04K
|
26
$4.39K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
26+ 9.0% |
$3.55K - $4.04K
|
315
$53.2K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
26New |
$3.55K - $4.04K
|
26
$4.39K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
25New |
$3.41K - $3.88K
|
25
$4.22K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
25New |
$3.41K - $3.88K
|
25
$4.22K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
25New |
$3.41K - $3.88K
|
25
$4.22K
|