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 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-8- 0.56% |
$1.09K - $1.24K
|
1.42K
$239K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-9- 4.89% |
$1.23K - $1.4K
|
175
$29.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-10- 3.33% |
$1.36K - $1.55K
|
290
$48.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-10- 0.19% |
$1.36K - $1.55K
|
5.31K
$892K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-11- 0.75% |
$1.5K - $1.71K
|
1.45K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-12- 1.63% |
$1.64K - $1.86K
|
724
$122K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-12- 0.83% |
$1.64K - $1.86K
|
1.44K
$242K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-12- 6.78% |
$1.64K - $1.86K
|
165
$27.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 4.33% |
$1.64K - $1.86K
|
265
$44.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-17- 0.26% |
$2.32K - $2.64K
|
6.57K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-19- 0.01% |
$2.59K - $2.95K
|
240K
$40.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-19- 0.82% |
$2.59K - $2.95K
|
2.29K
$386K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-20- 5.25% |
$2.73K - $3.1K
|
361
$60.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-20- 16.0% |
$2.73K - $3.1K
|
105
$17.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-20- 1.48% |
$2.73K - $3.1K
|
1.33K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-20- 23.53% |
$2.73K - $3.1K
|
65
$10.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-24- 9.41% |
$3.28K - $3.73K
|
231
$38.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-24- 2.09% |
$3.28K - $3.73K
|
1.12K
$189K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-25- 1.39% |
$3.41K - $3.88K
|
1.77K
$297K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-25- 0.68% |
$3.41K - $3.88K
|
3.63K
$609K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-26- 1.75% |
$3.55K - $4.04K
|
1.46K
$245K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-26- 1.0% |
$3.55K - $4.04K
|
2.57K
$431K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-26- 9.59% |
$3.55K - $4.04K
|
245
$41.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-28- 1.8% |
$3.82K - $4.35K
|
1.52K
$256K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-30- 5.01% |
$4.09K - $4.66K
|
569
$95.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-30- 0.64% |
$4.09K - $4.66K
|
4.66K
$784K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-32- 41.03% |
$4.37K - $4.97K
|
46
$7.73K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-33- 1.55% |
$4.5K - $5.12K
|
2.1K
$353K
|
|
|
Aug 05, 2025
Q2 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-33- 1.39% |
$4.5K - $5.12K
|
2.34K
$393K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-33- 2.27% |
$4.5K - $5.12K
|
1.42K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-35- 1.65% |
$4.78K - $5.43K
|
2.08K
$350K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-38- 1.14% |
$5.19K - $5.9K
|
3.3K
$554K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-38- 1.05% |
$5.19K - $5.9K
|
3.57K
$599K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-40- 18.1% |
$5.46K - $6.21K
|
181
$30.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-40- 1.19% |
$5.46K - $6.21K
|
3.33K
$560K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-45- 3.15% |
$6.14K - $6.98K
|
1.38K
$232K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-45- 1.07% |
$6.14K - $6.98K
|
4.17K
$701K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-47- 27.81% |
$6.42K - $7.3K
|
122
$20.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-48- 25.13% |
$6.55K - $7.45K
|
143
$24K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-48- 2.58% |
$6.55K - $7.45K
|
1.81K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-51- 1.86% |
$6.96K - $7.92K
|
2.69K
$453K
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-55- 1.64% |
$7.51K - $8.54K
|
3.29K
$553K
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-55- 3.46% |
$7.51K - $8.54K
|
1.54K
$258K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-58- 2.83% |
$7.92K - $9K
|
1.99K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-61- 1.54% |
$8.33K - $9.47K
|
3.89K
$654K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-63- 0.47% |
$8.6K - $9.78K
|
13.2K
$2.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-63- 7.74% |
$8.6K - $9.78K
|
751
$126K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-64- 4.39% |
$8.74K - $9.93K
|
1.4K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-66- 1.91% |
$9.01K - $10.2K
|
3.39K
$570K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-68- 24.03% |
$9.28K - $10.6K
|
215
$36.1K
|