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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.49KNew |
$340K - $387K
|
2.49K
$421K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.43K+ 25.62% |
$331K - $377K
|
11.9K
$2.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.41KNew |
$329K - $374K
|
2.41K
$407K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.24K+ 2.15% |
$306K - $348K
|
107K
$18M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.13K+ 10.85% |
$290K - $330K
|
21.7K
$3.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.1KNew |
$287K - $327K
|
2.1K
$355K
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
2.1KNew |
$287K - $327K
|
2.1K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.1K+ 55.59% |
$287K - $326K
|
5.88K
$993K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 29.68% |
$286K - $325K
|
9.15K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.09K+ 10.33% |
$285K - $324K
|
22.3K
$3.76M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.07K+ 86.71% |
$283K - $322K
|
4.47K
$754K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.04K+ 1.15% |
$279K - $317K
|
180K
$30.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.99K+ 96.65% |
$272K - $309K
|
4.05K
$684K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.99KNew |
$271K - $308K
|
1.99K
$335K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.96K+ 14.14% |
$267K - $304K
|
15.8K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.95K+ 12.96% |
$267K - $303K
|
17K
$2.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.93K+ 37.01% |
$263K - $299K
|
7.14K
$1.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.88K+ 2.08% |
$256K - $292K
|
92.1K
$15.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.87KNew |
$255K - $290K
|
1.87K
$316K
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
1.84KNew |
$251K - $285K
|
1.84K
$310K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.82KNew |
$248K - $282K
|
1.82K
$307K
|
|
|
Aug 13, 2025
Q2 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.81K+ 11.3% |
$247K - $281K
|
17.8K
$3.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.78K+ 0.48% |
$243K - $277K
|
371K
$62.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.73K+ 0.86% |
$236K - $269K
|
203K
$34.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.73KNew |
$236K - $269K
|
1.73K
$292K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.71K+ 2.26% |
$233K - $265K
|
77.2K
$13M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.69K+ 8.02% |
$231K - $262K
|
22.8K
$3.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.68K+ 29.9% |
$229K - $261K
|
7.3K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.68K+ 14.77% |
$229K - $261K
|
13.1K
$2.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1.68K+ 3.92% |
$229K - $260K
|
44.4K
$7.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.65K+ 1483.78% |
$225K - $256K
|
1.76K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.64KNew |
$223K - $254K
|
1.64K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.62K+ 9.36% |
$221K - $252K
|
18.9K
$3.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.62KNew |
$221K - $251K
|
1.62K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.62K+ 4.57% |
$220K - $251K
|
36.9K
$6.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
1.6KNew |
$218K - $248K
|
1.6K
$270K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
1.57KNew |
$215K - $244K
|
1.57K
$266K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.49KNew |
$203K - $231K
|
1.49K
$251K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.48KNew |
$202K - $230K
|
1.48K
$250K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.48KNew |
$201K - $229K
|
1.48K
$249K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.46KNew |
$199K - $226K
|
1.46K
$246K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
1.46K+ 6.16% |
$199K - $226K
|
25.2K
$4.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.45K+ 21.73% |
$198K - $226K
|
8.14K
$1.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.45KNew |
$198K - $225K
|
1.45K
$245K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.44K+ 26.21% |
$197K - $224K
|
6.93K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.44K+ 18.03% |
$196K - $223K
|
9.42K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.43K+ 1.4% |
$196K - $223K
|
104K
$17.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
1.41KNew |
$192K - $218K
|
1.41K
$237K
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
1.4K+ 3.71% |
$191K - $217K
|
39.1K
$6.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.4KNew |
$191K - $217K
|
1.4K
$236K
|