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 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.39KNew |
$189K - $215K
|
1.39K
$234K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.38KNew |
$188K - $214K
|
1.38K
$233K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.36KNew |
$185K - $211K
|
1.36K
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.34KNew |
$183K - $208K
|
1.34K
$227K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.34KNew |
$183K - $208K
|
1.34K
$226K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.33K+ 75.47% |
$181K - $206K
|
3.08K
$521K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.32KNew |
$180K - $205K
|
1.32K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
1.31K+ 15.22% |
$178K - $203K
|
9.89K
$1.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.3K+ 2.48% |
$177K - $202K
|
53.7K
$9.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.29K+ 4.84% |
$176K - $201K
|
28K
$4.73M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.28KNew |
$175K - $199K
|
1.28K
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.26K+ 2.53% |
$173K - $196K
|
51.3K
$8.66M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.23K+ 5.61% |
$168K - $191K
|
23.1K
$3.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.23K+ 75.77% |
$168K - $191K
|
2.85K
$481K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.23K+ 2.83% |
$167K - $190K
|
44.5K
$7.51M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
1.2K+ 0.26% |
$164K - $186K
|
462K
$78M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.19K+ 6.81% |
$162K - $184K
|
18.6K
$3.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.18K+ 24.75% |
$161K - $183K
|
5.96K
$1.01M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.16K+ 20.23% |
$159K - $181K
|
6.92K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.15K+ 9.02% |
$157K - $179K
|
13.9K
$2.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.14K+ 27.04% |
$156K - $177K
|
5.37K
$906K
|
|
|
Aug 11, 2025
Q2 2025
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
1.14K+ 5.85% |
$156K - $177K
|
20.6K
$3.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.13K+ 16.82% |
$155K - $176K
|
7.86K
$1.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1.13K+ 37.87% |
$154K - $175K
|
4.11K
$695K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.12K+ 45.7% |
$152K - $173K
|
3.56K
$601K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.1K+ 60.62% |
$150K - $170K
|
2.9K
$490K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.09K+ 46.32% |
$149K - $169K
|
3.44K
$581K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 39.2% |
$148K - $169K
|
3.86K
$652K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.09K+ 22.98% |
$148K - $169K
|
5.81K
$981K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.06K+ 2.14% |
$145K - $165K
|
50.7K
$8.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.06K+ 20.54% |
$144K - $164K
|
6.2K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 17.71% |
$142K - $162K
|
6.92K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
996+ 8.78% |
$136K - $155K
|
12.3K
$2.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
993+ 51.42% |
$136K - $154K
|
2.92K
$494K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
990+ 26.98% |
$135K - $154K
|
4.66K
$787K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
986New |
$135K - $153K
|
986
$166K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
983+ 10.47% |
$134K - $153K
|
10.4K
$1.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
973+ 715.44% |
$133K - $151K
|
1.11K
$187K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
965New |
$132K - $150K
|
965
$163K
|
|
|
Aug 01, 2025
Q2 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
964+ 10.27% |
$132K - $150K
|
10.3K
$1.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
939+ 23.56% |
$128K - $146K
|
4.93K
$832K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
938+ 41.99% |
$128K - $146K
|
3.17K
$536K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
930+ 44.65% |
$127K - $144K
|
3.01K
$509K
|
|
|
Jul 30, 2025
Q2 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
929+ 0.95% |
$127K - $144K
|
98.6K
$16.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
913+ 37.2% |
$125K - $142K
|
3.37K
$569K
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
906+ 0.74% |
$124K - $141K
|
123K
$20.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
865+ 13.36% |
$118K - $134K
|
7.34K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
840+ 1.49% |
$115K - $130K
|
57.1K
$9.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
833+ 158.06% |
$114K - $129K
|
1.36K
$230K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
811+ 9.08% |
$111K - $126K
|
9.74K
$1.64M
|