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
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
23New |
$3.14K - $3.57K
|
23
$3.87K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
22New |
$3K - $3.41K
|
22
$3.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
22+ 1.03% |
$3K - $3.41K
|
2.17K
$364K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
22+ 1.53% |
$3K - $3.41K
|
1.46K
$245K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
19New |
$2.59K - $2.95K
|
19
$3.19K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
19+ 190.0% |
$2.59K - $2.95K
|
29
$4.87K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
18+ 1.1% |
$2.46K - $2.79K
|
1.65K
$277K
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
17+ 0.03% |
$2.32K - $2.64K
|
53.9K
$9.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
17+ 0.43% |
$2.32K - $2.64K
|
4.01K
$673K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
16+ 2.6% |
$2.18K - $2.48K
|
631
$106K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
16New |
$2.18K - $2.48K
|
16
$2.69K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
16+ 2.74% |
$2.18K - $2.48K
|
599
$101K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
16+ 43.24% |
$2.18K - $2.48K
|
53
$8.91K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
15+ 0.99% |
$2.05K - $2.33K
|
1.52K
$256K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
14+ 0.05% |
$1.91K - $2.17K
|
27.6K
$4.63M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
14New |
$1.91K - $2.17K
|
14
$2.35K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
13+ 5.31% |
$1.77K - $2.02K
|
258
$43.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
13+ 0.25% |
$1.77K - $2.02K
|
5.27K
$886K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13New |
$1.77K - $2.02K
|
13
$2.19K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
13New |
$1.77K - $2.02K
|
13
$2.19K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
12New |
$1.64K - $1.86K
|
12
$2.02K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12+ 0.35% |
$1.64K - $1.86K
|
3.47K
$583K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
12+ 0.46% |
$1.64K - $1.86K
|
2.62K
$441K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11+ 2.9% |
$1.5K - $1.71K
|
390
$65.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
11New |
$1.5K - $1.71K
|
11
$1.85K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10+ 6.85% |
$1.36K - $1.55K
|
156
$26.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
10+ 0.46% |
$1.36K - $1.55K
|
2.18K
$367K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 1.36% |
$1.36K - $1.55K
|
743
$125K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10+ 333.33% |
$1.36K - $1.55K
|
13
$2.19K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
9+ 0.4% |
$1.23K - $1.4K
|
2.26K
$380K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
9+ 0.23% |
$1.23K - $1.4K
|
3.86K
$649K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
8+ 0.06% |
$1.09K - $1.24K
|
13.7K
$2.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 2.19% |
$1.09K - $1.24K
|
373
$62.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
8+ 0.16% |
$1.09K - $1.24K
|
4.88K
$820K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.4% |
$1.09K - $1.24K
|
2K
$336K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
8+ 2.4% |
$1.09K - $1.24K
|
341
$57.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
8+ 0.03% |
$1.09K - $1.24K
|
25.8K
$4.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8New |
$1.09K - $1.24K
|
8
$1.34K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7+ 0.23% |
$955 - $1.09K
|
3.09K
$520K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
7+ 3.7% |
$955 - $1.09K
|
196
$32.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7New |
$955 - $1.09K
|
7
$1.18K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7+ 1.37% |
$955 - $1.09K
|
518
$87.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
7+ 0.47% |
$955 - $1.09K
|
1.49K
$250K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6+ 0.12% |
$819 - $931
|
4.99K
$839K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.37% |
$819 - $931
|
1.61K
$271K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6New |
$819 - $931
|
6
$1.01K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5+ 71.43% |
$682 - $776
|
12
$2.02K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
5+ 0.07% |
$682 - $776
|
6.91K
$1.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
5+ 0.11% |
$682 - $776
|
4.39K
$738K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.2% |
$682 - $776
|
2.49K
$418K
|