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 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.35K+ 3.31% |
$594K - $675K
|
136K
$22.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.32K+ 40.12% |
$590K - $670K
|
15.1K
$2.55M
|
|
|
Aug 22, 2025
Q2 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
4.28K+ 36.5% |
$584K - $664K
|
16K
$2.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
4.22K+ 7.01% |
$576K - $655K
|
64.4K
$10.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.19K+ 14.5% |
$572K - $650K
|
33.1K
$5.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.14K+ 9.03% |
$564K - $642K
|
49.9K
$8.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.08K+ 202.23% |
$556K - $633K
|
6.09K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.04KNew |
$552K - $627K
|
4.04K
$682K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
4.01K+ 135.93% |
$547K - $622K
|
6.96K
$1.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.98K+ 3.35% |
$543K - $617K
|
123K
$20.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
3.95K+ 14.32% |
$539K - $613K
|
31.5K
$5.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.92K+ 6.84% |
$536K - $609K
|
61.3K
$10.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.92KNew |
$535K - $609K
|
3.92K
$662K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.91KNew |
$534K - $607K
|
3.91K
$661K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.9K+ 8.66% |
$532K - $605K
|
48.8K
$8.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
3.8K+ 5.77% |
$518K - $589K
|
69.6K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.69K+ 8.76% |
$504K - $573K
|
45.8K
$7.74M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
3.6K+ 2.18% |
$491K - $559K
|
169K
$28.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.5KNew |
$478K - $543K
|
3.5K
$591K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.42K+ 7.61% |
$467K - $531K
|
48.3K
$8.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.37K+ 8.0% |
$459K - $522K
|
45.4K
$7.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.36KNew |
$458K - $521K
|
3.36K
$567K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.29K+ 209.15% |
$449K - $511K
|
4.87K
$822K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.25K+ 138.0% |
$444K - $504K
|
5.61K
$946K
|
|
|
Aug 14, 2025
Q2 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
3.19K+ 8.41% |
$435K - $495K
|
41.1K
$6.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
3.19KNew |
$435K - $494K
|
3.19K
$538K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.15K+ 12.81% |
$430K - $489K
|
27.8K
$4.69M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.13K+ 3.47% |
$428K - $486K
|
93.3K
$15.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.12K+ 0.82% |
$425K - $484K
|
382K
$64.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.1K+ 24.8% |
$423K - $481K
|
15.6K
$2.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.1K+ 141.24% |
$423K - $481K
|
5.29K
$893K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
3.03K+ 10.51% |
$413K - $470K
|
31.8K
$5.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.98K+ 27.67% |
$407K - $463K
|
13.8K
$2.32M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.96KNew |
$403K - $459K
|
2.96K
$499K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.9KNew |
$396K - $450K
|
2.9K
$490K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
2.86KNew |
$390K - $444K
|
2.86K
$483K
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
2.84K+ 3.37% |
$387K - $441K
|
87.1K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.83K+ 13.32% |
$386K - $439K
|
24K
$4.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.81K+ 47.62% |
$384K - $436K
|
8.71K
$1.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.76KNew |
$376K - $428K
|
2.76K
$466K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.73KNew |
$373K - $424K
|
2.73K
$461K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.73K+ 10.98% |
$372K - $423K
|
27.6K
$4.66M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.72KNew |
$371K - $422K
|
2.72K
$459K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.7K+ 19.01% |
$368K - $419K
|
16.9K
$2.85M
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
BUY
|
- |
2.68K+ 106.91% |
$365K - $416K
|
5.18K
$875K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.66K+ 14.13% |
$364K - $414K
|
21.5K
$3.63M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.64K+ 26.97% |
$360K - $410K
|
12.4K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
2.59K+ 0.61% |
$353K - $402K
|
425K
$71.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.58K+ 10.18% |
$351K - $400K
|
27.9K
$4.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.56K+ 6.33% |
$350K - $398K
|
43K
$7.27M
|