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 23, 2025
Q2 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-209- 0.37% |
$28.5K - $32.4K
|
56K
$9.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-209- 7.2% |
$28.5K - $32.4K
|
2.69K
$453K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-213- 3.17% |
$29.1K - $33.1K
|
6.52K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-216- 9.6% |
$29.5K - $33.5K
|
2.03K
$342K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-229- 13.15% |
$31.3K - $35.5K
|
1.51K
$254K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-237- 11.98% |
$32.3K - $36.8K
|
1.74K
$293K
|
|
|
Jul 29, 2025
Q2 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-237- 13.2% |
$32.3K - $36.8K
|
1.56K
$262K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-250- 28.31% |
$34.1K - $38.8K
|
633
$106K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-250- 49.5% |
$34.1K - $38.8K
|
255
$42.9K
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-255- 4.27% |
$34.8K - $39.6K
|
5.72K
$961K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-256- 0.71% |
$34.9K - $39.7K
|
35.9K
$6.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-261- 2.37% |
$35.6K - $40.5K
|
10.7K
$1.81M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-280- 1.0% |
$38.2K - $43.5K
|
27.6K
$4.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-280- 2.94% |
$38.2K - $43.5K
|
9.26K
$1.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-297- 12.15% |
$40.5K - $46.1K
|
2.15K
$361K
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-300- 2.77% |
$40.9K - $46.6K
|
10.5K
$1.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-300- 4.57% |
$40.9K - $46.6K
|
6.27K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-300- 6.59% |
$40.9K - $46.6K
|
4.25K
$715K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-302- 11.94% |
$41.2K - $46.9K
|
2.23K
$375K
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-305- 1.86% |
$41.6K - $47.3K
|
16.1K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-305- 4.51% |
$41.6K - $47.3K
|
6.45K
$1.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-314- 66.24% |
$42.9K - $48.7K
|
160
$26.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-323- 84.11% |
$44.1K - $50.1K
|
61
$10.3K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-349- 13.46% |
$47.6K - $54.2K
|
2.24K
$377K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-356- 13.99% |
$48.6K - $55.3K
|
2.19K
$368K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-357- 3.03% |
$48.7K - $55.4K
|
11.4K
$1.92M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-357- 17.89% |
$48.7K - $55.4K
|
1.64K
$275K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-358- 0.51% |
$48.9K - $55.6K
|
70.5K
$11.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-360- 12.63% |
$49.1K - $55.9K
|
2.49K
$419K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-364- 8.51% |
$49.7K - $56.5K
|
3.91K
$657K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-366- 6.5% |
$50K - $56.8K
|
5.26K
$884K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-381- 3.68% |
$52K - $59.1K
|
9.99K
$1.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-389- 1.81% |
$53.1K - $60.4K
|
21.1K
$3.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-390- 13.12% |
$53.2K - $60.5K
|
2.58K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-393- 18.25% |
$53.6K - $61K
|
1.76K
$296K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-404- 18.78% |
$55.1K - $62.7K
|
1.75K
$294K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
SELL
|
- |
-407- 0.63% |
$55.6K - $63.2K
|
64.1K
$10.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-407- 1.37% |
$55.6K - $63.2K
|
29.3K
$4.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-410- 4.7% |
$56K - $63.6K
|
8.31K
$1.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
SELL
|
- |
-430- 24.25% |
$58.7K - $66.7K
|
1.34K
$226K
|
|
|
Aug 05, 2025
Q2 2025
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-430- 3.61% |
$58.7K - $66.7K
|
11.5K
$1.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-449- 4.29% |
$61.3K - $69.7K
|
10K
$1.68M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-475- 0.81% |
$64.8K - $73.7K
|
58.2K
$9.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-475- 1.9% |
$64.8K - $73.7K
|
24.5K
$4.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-506- 4.95% |
$69.1K - $78.5K
|
9.72K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-515- 16.66% |
$70.3K - $79.9K
|
2.58K
$433K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-527- 5.14% |
$71.9K - $81.8K
|
9.72K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-561- 4.68% |
$76.6K - $87.1K
|
11.4K
$1.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-575- 9.65% |
$78.5K - $89.3K
|
5.38K
$905K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-590- 5.83% |
$80.5K - $91.6K
|
9.53K
$1.6M
|