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
|
Savant Capital, LLC
|
BUY
|
- |
802+ 8.18% |
$109K - $124K
|
10.6K
$1.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
790+ 1.52% |
$108K - $123K
|
52.9K
$8.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
750+ 8.86% |
$102K - $116K
|
9.22K
$1.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
748+ 1.75% |
$102K - $116K
|
43.4K
$7.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
735+ 7.25% |
$100K - $114K
|
10.9K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
729+ 5.11% |
$99.5K - $113K
|
15K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
720+ 0.41% |
$98.3K - $112K
|
176K
$29.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
718+ 10.31% |
$98K - $111K
|
7.68K
$1.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
718+ 22.95% |
$98K - $111K
|
3.85K
$649K
|
|
|
Aug 14, 2025
Q2 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
716+ 1.08% |
$97.7K - $111K
|
66.9K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
706+ 26.32% |
$96.4K - $110K
|
3.39K
$572K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
700+ 7.79% |
$95.5K - $109K
|
9.69K
$1.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
698+ 0.32% |
$95.3K - $108K
|
222K
$37.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
698+ 1.51% |
$95.3K - $108K
|
47K
$7.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
691+ 29.84% |
$94.3K - $107K
|
3.01K
$508K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
683+ 1.26% |
$93.2K - $106K
|
55.1K
$9.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
648+ 15.0% |
$88.4K - $101K
|
4.97K
$839K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
639+ 3.54% |
$87.2K - $99.2K
|
18.7K
$3.16M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
606+ 2.0% |
$82.7K - $94.1K
|
30.9K
$5.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
606+ 5.63% |
$82.7K - $94.1K
|
11.4K
$1.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
600+ 24.0% |
$81.9K - $93.1K
|
3.1K
$523K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
580+ 10.66% |
$79.2K - $90K
|
6.02K
$1.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
577+ 5.93% |
$78.8K - $89.6K
|
10.3K
$1.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
576+ 27.47% |
$78.6K - $89.4K
|
2.67K
$451K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
568+ 15.36% |
$77.5K - $88.2K
|
4.27K
$720K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
566New |
$77.3K - $87.9K
|
566
$95.6K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
564+ 4.99% |
$77K - $87.5K
|
11.9K
$2M
|
|
|
Jul 23, 2025
Q2 2025
|
Franchise Capital LTD
Grand Cayman, E9 |
BUY
|
- |
560+ 267.94% |
$76.4K - $86.9K
|
769
$130K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
556+ 7.37% |
$75.9K - $86.3K
|
8.1K
$1.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
555+ 1.79% |
$75.8K - $86.1K
|
31.6K
$5.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
554+ 15.07% |
$75.6K - $86K
|
4.23K
$714K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
545+ 7.59% |
$74.4K - $84.6K
|
7.72K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
536+ 8.24% |
$73.2K - $83.2K
|
7.04K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
535+ 135.79% |
$73K - $83K
|
929
$157K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
521+ 24.92% |
$71.1K - $80.9K
|
2.61K
$441K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
510New |
$69.6K - $79.2K
|
510
$86.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
504+ 23.72% |
$68.8K - $78.2K
|
2.63K
$444K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
488+ 15.71% |
$66.6K - $75.7K
|
3.59K
$607K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
481+ 2.04% |
$65.7K - $74.7K
|
24K
$4.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
474+ 4.22% |
$64.7K - $73.6K
|
11.7K
$1.98M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
465+ 6.02% |
$63.5K - $72.2K
|
8.19K
$1.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
465+ 5.03% |
$63.5K - $72.2K
|
9.7K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
450+ 21.7% |
$61.4K - $69.8K
|
2.52K
$426K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
449+ 12.21% |
$61.3K - $69.7K
|
4.13K
$697K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
443+ 2.29% |
$60.5K - $68.8K
|
19.8K
$3.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
440New |
$60.1K - $68.3K
|
440
$74.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
436+ 18.12% |
$59.5K - $67.7K
|
2.84K
$480K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
433+ 9.85% |
$59.1K - $67.2K
|
4.83K
$816K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
426+ 13.83% |
$58.1K - $66.1K
|
3.51K
$592K
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
425+ 2.64% |
$58K - $66K
|
16.5K
$2.79M
|