Purchases and Sales Made in Q4 2024 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
173+ 2.86% |
$21.3K - $24.1K
|
6.22K
$946K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
172+ 1.9% |
$21.2K - $24K
|
9.21K
$1.4M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
172New |
$21.2K - $24K
|
172
$26.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
171+ 5.35% |
$21.1K - $23.8K
|
3.37K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
170+ 0.49% |
$20.9K - $23.7K
|
34.9K
$5.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
169+ 6.91% |
$20.8K - $23.5K
|
2.61K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
169+ 3.05% |
$20.8K - $23.5K
|
5.71K
$870K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
160New |
$19.7K - $22.3K
|
160
$24.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
159+ 5.1% |
$19.6K - $22.1K
|
3.28K
$499K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
156+ 6.91% |
$19.2K - $21.7K
|
2.41K
$368K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
153+ 5.18% |
$18.8K - $21.3K
|
3.11K
$473K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
152+ 2.57% |
$18.7K - $21.2K
|
6.07K
$924K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
BUY
|
- |
150+ 0.41% |
$18.5K - $20.9K
|
36.6K
$5.58M
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
150+ 258.62% |
$18.5K - $20.9K
|
208
$31.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
148+ 1.99% |
$18.2K - $20.6K
|
7.6K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
147+ 8.59% |
$18.1K - $20.5K
|
1.86K
$283K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
143+ 5.44% |
$17.6K - $19.9K
|
2.77K
$422K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
140+ 0.25% |
$17.2K - $19.5K
|
55.7K
$8.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
139+ 3.3% |
$17.1K - $19.4K
|
4.35K
$662K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
134+ 0.55% |
$16.5K - $18.7K
|
24.3K
$3.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
133+ 3.02% |
$16.4K - $18.5K
|
4.54K
$691K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
127+ 1.88% |
$15.6K - $17.7K
|
6.88K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
126+ 2.04% |
$15.5K - $17.6K
|
6.31K
$961K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
123+ 6.19% |
$15.1K - $17.1K
|
2.11K
$321K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
122+ 3.24% |
$15K - $17K
|
3.89K
$592K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
120New |
$14.8K - $16.7K
|
120
$18.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
115+ 0.44% |
$14.2K - $16K
|
26.1K
$3.98M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
115+ 2.44% |
$14.2K - $16K
|
4.82K
$734K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
115+ 2.53% |
$14.2K - $16K
|
4.66K
$709K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
112+ 1.92% |
$13.8K - $15.6K
|
5.95K
$905K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
111New |
$13.7K - $15.5K
|
111
$16.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
109New |
$13.4K - $15.2K
|
109
$16.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
103+ 5.26% |
$12.7K - $14.3K
|
2.06K
$314K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
102+ 1.14% |
$12.6K - $14.2K
|
9.03K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
100+ 1.38% |
$12.3K - $13.9K
|
7.33K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
98+ 4.58% |
$12.1K - $13.7K
|
2.24K
$341K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
98New |
$12.1K - $13.7K
|
98
$14.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
95+ 1.21% |
$11.7K - $13.2K
|
7.98K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
94New |
$11.6K - $13.1K
|
94
$14.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
92New |
$11.3K - $12.8K
|
92
$14K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
91New |
$11.2K - $12.7K
|
91
$13.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
90+ 176.47% |
$11.1K - $12.5K
|
141
$21.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
89+ 5.17% |
$11K - $12.4K
|
1.81K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
87+ 5.15% |
$10.7K - $12.1K
|
1.78K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
86+ 1.68% |
$10.6K - $12K
|
5.22K
$794K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
85+ 1.77% |
$10.5K - $11.8K
|
4.89K
$744K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
84+ 2.51% |
$10.3K - $11.7K
|
3.43K
$522K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
83+ 2.46% |
$10.2K - $11.6K
|
3.45K
$525K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
81+ 3.8% |
$9.97K - $11.3K
|
2.21K
$337K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
79New |
$9.73K - $11K
|
79
$12K
|