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 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-70- 1.19% |
$9.55K - $10.9K
|
5.79K
$978K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-70- 1.9% |
$9.55K - $10.9K
|
3.61K
$609K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-72- 0.8% |
$9.83K - $11.2K
|
8.98K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-73- 28.29% |
$9.96K - $11.3K
|
185
$31.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-73- 2.46% |
$9.96K - $11.3K
|
2.9K
$490K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-75- 20.89% |
$10.2K - $11.6K
|
284
$48K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-75- 4.8% |
$10.2K - $11.6K
|
1.49K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-79- 0.31% |
$10.8K - $12.3K
|
25.8K
$4.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-82- 7.94% |
$11.2K - $12.7K
|
951
$161K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-82- 66.13% |
$11.2K - $12.7K
|
42
$7.09K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-83- 1.71% |
$11.3K - $12.9K
|
4.77K
$806K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-84- 0.51% |
$11.5K - $13K
|
16.4K
$2.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-85- 1.48% |
$11.6K - $13.2K
|
5.64K
$952K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-87- 6.12% |
$11.9K - $13.5K
|
1.34K
$225K
|
|
|
Aug 05, 2025
Q2 2025
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-90- 0.63% |
$12.3K - $14K
|
14.2K
$2.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-91- 1.67% |
$12.4K - $14.1K
|
5.36K
$906K
|
|
|
Jul 25, 2025
Q2 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-91- 0.38% |
$12.4K - $14.1K
|
23.7K
$3.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-91- 1.45% |
$12.4K - $14.1K
|
6.17K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-92- 4.77% |
$12.6K - $14.3K
|
1.84K
$310K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-95- 0.57% |
$13K - $14.7K
|
16.4K
$2.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-97- 2.83% |
$13.2K - $15.1K
|
3.33K
$562K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-98- 6.64% |
$13.4K - $15.2K
|
1.38K
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-98- 2.86% |
$13.4K - $15.2K
|
3.32K
$561K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-100- 5.88% |
$13.6K - $15.5K
|
1.6K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-105- 10.61% |
$14.3K - $16.3K
|
885
$149K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-109- 6.54% |
$14.9K - $16.9K
|
1.56K
$263K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-110- 17.86% |
$15K - $17.1K
|
506
$85.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-111- 3.45% |
$15.2K - $17.2K
|
3.11K
$525K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-115- 0.1% |
$15.7K - $17.9K
|
112K
$18.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-130- 6.26% |
$17.7K - $20.2K
|
1.95K
$329K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-131- 8.88% |
$17.9K - $20.3K
|
1.35K
$227K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-133- 8.87% |
$18.2K - $20.6K
|
1.37K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-135- 3.4% |
$18.4K - $21K
|
3.84K
$649K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-142- 8.83% |
$19.4K - $22K
|
1.47K
$248K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-142- 3.96% |
$19.4K - $22K
|
3.45K
$582K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-151- 3.83% |
$20.6K - $23.4K
|
3.79K
$640K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-160- 1.68% |
$21.8K - $24.8K
|
9.36K
$1.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-165- 1.14% |
$22.5K - $25.6K
|
14.4K
$2.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-170- 0.7% |
$23.2K - $26.4K
|
24K
$4.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Denali Advisors LLC
|
SELL
|
- |
-171- 1.17% |
$23.3K - $26.5K
|
14.4K
$2.43M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-181- 1.2% |
$24.7K - $28.1K
|
14.9K
$2.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-181- 5.25% |
$24.7K - $28.1K
|
3.27K
$551K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-181- 4.03% |
$24.7K - $28.1K
|
4.31K
$728K
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
SELL
|
- |
-183- 3.43% |
$25K - $28.4K
|
5.15K
$869K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-190- 3.31% |
$25.9K - $29.5K
|
5.55K
$938K
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-192- 0.94% |
$26.2K - $29.8K
|
20.2K
$3.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-200- 11.25% |
$27.3K - $31K
|
1.58K
$266K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-201- 23.37% |
$27.4K - $31.2K
|
659
$111K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-205- 8.54% |
$28K - $31.8K
|
2.2K
$371K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-206- 0.02% |
$28.1K - $32K
|
1.3M
$220M
|