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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
18+ 1.12% |
$2.22K - $2.51K
|
1.63K
$248K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17+ 0.01% |
$2.09K - $2.37K
|
191K
$29.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17+ 8.13% |
$2.09K - $2.37K
|
226
$34.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
16New |
$1.97K - $2.23K
|
16
$2.44K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
16+ 3.44% |
$1.97K - $2.23K
|
481
$73.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
16+ 2.29% |
$1.97K - $2.23K
|
716
$109K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
15New |
$1.85K - $2.09K
|
15
$2.28K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
15New |
$1.85K - $2.09K
|
15
$2.28K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15+ 0.74% |
$1.85K - $2.09K
|
2.05K
$311K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
15New |
$1.85K - $2.09K
|
15
$2.28K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15+ 0.09% |
$1.85K - $2.09K
|
17.1K
$2.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
14+ 0.37% |
$1.72K - $1.95K
|
3.85K
$585K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14+ 100.0% |
$1.72K - $1.95K
|
28
$4.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14+ 0.51% |
$1.72K - $1.95K
|
2.74K
$418K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
13New |
$1.6K - $1.81K
|
13
$1.98K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
13New |
$1.6K - $1.81K
|
13
$1.98K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
13+ 9.63% |
$1.6K - $1.81K
|
148
$22.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 4.65% |
$1.48K - $1.67K
|
270
$41.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
12+ 0.22% |
$1.48K - $1.67K
|
5.36K
$815K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
12New |
$1.48K - $1.67K
|
12
$1.83K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
12+ 0.46% |
$1.48K - $1.67K
|
2.6K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
11+ 0.51% |
$1.35K - $1.53K
|
2.16K
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
11New |
$1.35K - $1.53K
|
11
$1.67K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
10+ 1.45% |
$1.23K - $1.39K
|
699
$106K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10+ 0.01% |
$1.23K - $1.39K
|
87.6K
$13.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
9+ 0.4% |
$1.11K - $1.25K
|
2.27K
$346K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
9+ 0.47% |
$1.11K - $1.25K
|
1.92K
$292K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9New |
$1.11K - $1.25K
|
9
$1.37K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 3.18% |
$1.11K - $1.25K
|
292
$44.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
9+ 1.4% |
$1.11K - $1.25K
|
653
$99.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.24% |
$1.11K - $1.25K
|
3.78K
$576K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 2.77% |
$985 - $1.11K
|
297
$45.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.46% |
$985 - $1.11K
|
1.77K
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8+ 28.57% |
$985 - $1.11K
|
36
$5.48K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7New |
$862 - $975
|
7
$1.07K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
6New |
$739 - $836
|
6
$914
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6New |
$739 - $836
|
6
$914
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
5New |
$616 - $697
|
5
$761
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$616 - $697
|
5
$761
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5+ 0.13% |
$616 - $697
|
3.96K
$603K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.2% |
$616 - $697
|
2.48K
$377K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5New |
$616 - $697
|
5
$761
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
5New |
$616 - $697
|
5
$761
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4+ 0.06% |
$492 - $557
|
6.6K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 4.76% |
$492 - $557
|
88
$13.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
4+ 0.22% |
$492 - $557
|
1.8K
$274K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.25% |
$492 - $557
|
1.59K
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.16% |
$369 - $418
|
1.89K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3+ 0.17% |
$369 - $418
|
1.78K
$271K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 0.59% |
$369 - $418
|
508
$77.3K
|