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 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-50- 0.52% |
$6.16K - $6.97K
|
9.52K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-50- 0.35% |
$6.16K - $6.97K
|
14.3K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-50- 0.47% |
$6.16K - $6.97K
|
10.6K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-50- 0.34% |
$6.16K - $6.97K
|
14.5K
$2.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Gsi Capital Advisors LLC
Newport Beach, CA |
SELL
|
- |
-51- 0.07% |
$6.28K - $7.1K
|
73.4K
$11.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-52- 0.97% |
$6.4K - $7.24K
|
5.3K
$807K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-53- 1.23% |
$6.52K - $7.38K
|
4.24K
$646K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-53- 1.17% |
$6.52K - $7.38K
|
4.48K
$683K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-54- 1.99% |
$6.65K - $7.52K
|
2.66K
$405K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-55- 3.66% |
$6.77K - $7.66K
|
1.45K
$220K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-57- 0.2% |
$7.02K - $7.94K
|
27.8K
$4.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-58- 9.63% |
$7.14K - $8.08K
|
544
$82.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-59- 10.42% |
$7.26K - $8.22K
|
507
$77.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-62- 1.72% |
$7.63K - $8.64K
|
3.55K
$540K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-68- 1.37% |
$8.37K - $9.47K
|
4.89K
$744K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-68- 0.19% |
$8.37K - $9.47K
|
36.2K
$5.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-68- 1.05% |
$8.37K - $9.47K
|
6.42K
$977K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-69- 3.44% |
$8.49K - $9.61K
|
1.94K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-69- 2.59% |
$8.49K - $9.61K
|
2.59K
$395K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-71- 2.57% |
$8.74K - $9.89K
|
2.69K
$410K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-75- 2.96% |
$9.23K - $10.4K
|
2.46K
$374K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-79- 1.51% |
$9.73K - $11K
|
5.14K
$783K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-82- 4.89% |
$10.1K - $11.4K
|
1.6K
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-86- 0.98% |
$10.6K - $12K
|
8.7K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-88- 1.92% |
$10.8K - $12.3K
|
4.5K
$684K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-89- 0.44% |
$11K - $12.4K
|
20.3K
$3.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-92- 4.63% |
$11.3K - $12.8K
|
1.89K
$288K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-95- 0.12% |
$11.7K - $13.2K
|
82.3K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-97- 1.66% |
$11.9K - $13.5K
|
5.76K
$878K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-98- 5.6% |
$12.1K - $13.7K
|
1.65K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-100- 4.5% |
$12.3K - $13.9K
|
2.12K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-100- 3.5% |
$12.3K - $13.9K
|
2.76K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-102- 3.91% |
$12.6K - $14.2K
|
2.51K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-104- 0.54% |
$12.8K - $14.5K
|
19.2K
$2.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-107- 5.08% |
$13.2K - $14.9K
|
2K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-107- 5.87% |
$13.2K - $14.9K
|
1.72K
$261K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-108- 0.03% |
$13.3K - $15K
|
313K
$47.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-113- 3.5% |
$13.9K - $15.7K
|
3.11K
$474K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-117- 5.28% |
$14.4K - $16.3K
|
2.1K
$320K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-117- 4.73% |
$14.4K - $16.3K
|
2.36K
$359K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-118- 2.54% |
$14.5K - $16.4K
|
4.52K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-118- 5.65% |
$14.5K - $16.4K
|
1.97K
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-124- 3.07% |
$15.3K - $17.3K
|
3.92K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-126- 2.78% |
$15.5K - $17.6K
|
4.41K
$671K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-129- 2.98% |
$15.9K - $18K
|
4.2K
$640K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-150- 6.0% |
$18.5K - $20.9K
|
2.35K
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-158- 0.94% |
$19.5K - $22K
|
16.6K
$2.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-163- 3.36% |
$20.1K - $22.7K
|
4.69K
$714K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-165- 8.1% |
$20.3K - $23K
|
1.87K
$285K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-166- 3.23% |
$20.4K - $23.1K
|
4.98K
$758K
|