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 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-256- 0.71% |
$34.9K - $39.7K
|
35.9K
$5.46M
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-280- 1.0% |
$38.2K - $43.5K
|
27.6K
$4.2M
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-620- 14.3% |
$84.6K - $96.2K
|
3.72K
$566K
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-781- 5.65% |
$107K - $121K
|
13K
$1.99M
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-839- 12.05% |
$115K - $130K
|
6.12K
$932K
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-999- 19.25% |
$136K - $155K
|
4.19K
$638K
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-10.7K- 4.43% |
$1.46M - $1.66M
|
230K
$35.1M
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-10.8K- 37.55% |
$1.47M - $1.67M
|
17.9K
$2.73M
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-19.8K- 8.89% |
$2.7M - $3.07M
|
203K
$30.9M
|