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
|
Stephens Inc
|
SELL
|
- |
-600- 5.94% |
$81.9K - $93.1K
|
9.5K
$1.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-618- 2.22% |
$84.4K - $95.9K
|
27.3K
$4.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-620- 14.3% |
$84.6K - $96.2K
|
3.72K
$624K
|
|
|
Aug 14, 2025
Q2 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-633- 4.01% |
$86.4K - $98.3K
|
15.2K
$2.55M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-636- 3.24% |
$86.8K - $98.7K
|
19K
$3.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-639- 4.17% |
$87.2K - $99.2K
|
14.7K
$2.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-644- 11.66% |
$87.9K - $100K
|
4.88K
$820K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-661- 1.22% |
$90.2K - $103K
|
53.3K
$8.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-665- 7.02% |
$90.8K - $103K
|
8.81K
$1.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-685- 33.53% |
$93.5K - $106K
|
1.36K
$228K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-729- 0.96% |
$99.5K - $113K
|
75.3K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-735- 12.66% |
$100K - $114K
|
5.07K
$852K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-755- 65.54% |
$103K - $117K
|
397
$66.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-777- 9.97% |
$106K - $121K
|
7.02K
$1.18M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-781- 5.65% |
$107K - $121K
|
13K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-784- 15.02% |
$107K - $122K
|
4.44K
$746K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-820- 23.4% |
$112K - $127K
|
2.68K
$451K
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-827- 20.3% |
$113K - $128K
|
3.25K
$546K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-831- 1.93% |
$113K - $129K
|
42.2K
$7.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-839- 12.05% |
$115K - $130K
|
6.12K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-874- 20.53% |
$119K - $136K
|
3.38K
$569K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-900- 6.24% |
$123K - $140K
|
13.5K
$2.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-907- 1.11% |
$124K - $141K
|
81.2K
$13.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-916- 13.82% |
$125K - $142K
|
5.71K
$960K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-932- 9.0% |
$127K - $145K
|
9.43K
$1.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-942- 5.86% |
$129K - $146K
|
15.1K
$2.54M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-984- 0.8% |
$134K - $153K
|
122K
$20.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-987- 14.41% |
$135K - $153K
|
5.86K
$986K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-987- 15.29% |
$135K - $153K
|
5.47K
$919K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-999- 19.25% |
$136K - $155K
|
4.19K
$704K
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
SELL
|
- |
-1.04K- 26.97% |
$142K - $161K
|
2.81K
$473K
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1.09K- 0.22% |
$148K - $168K
|
503K
$84.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.09K- 17.3% |
$149K - $170K
|
5.23K
$878K
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-1.09K- 73.23% |
$149K - $170K
|
400
$67.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.13K- 8.48% |
$154K - $175K
|
12.2K
$2.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.14K- 29.28% |
$156K - $177K
|
2.75K
$463K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-1.15K- 16.59% |
$157K - $178K
|
5.77K
$970K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.16K- 6.48% |
$159K - $180K
|
16.8K
$2.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Windward Capital Management CO
|
SELL
|
- |
-1.2K- 2.54% |
$164K - $186K
|
46.1K
$7.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.22K- 4.32% |
$167K - $190K
|
27.1K
$4.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.26K- 49.12% |
$171K - $195K
|
1.3K
$219K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.27K- 33.29% |
$173K - $196K
|
2.54K
$426K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.31K- 10.13% |
$179K - $204K
|
11.7K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.32K- 2.78% |
$180K - $205K
|
46K
$7.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.34K- 8.38% |
$182K - $207K
|
14.6K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.34K- 3.0% |
$183K - $208K
|
43.2K
$7.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.4K- 0.64% |
$191K - $217K
|
218K
$36.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.43K- 40.91% |
$195K - $222K
|
2.07K
$347K
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-1.5K- 42.63% |
$204K - $232K
|
2.01K
$338K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.56K- 22.48% |
$213K - $243K
|
5.39K
$907K
|