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 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-170- 3.33% |
$20.9K - $23.7K
|
4.94K
$751K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-175- 5.79% |
$21.5K - $24.4K
|
2.85K
$434K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-176- 3.92% |
$21.7K - $24.5K
|
4.32K
$657K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-183- 1.26% |
$22.5K - $25.5K
|
14.3K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-185- 0.63% |
$22.8K - $25.8K
|
29.2K
$4.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-190- 0.64% |
$23.4K - $26.5K
|
29.6K
$4.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-204- 19.9% |
$25.1K - $28.4K
|
821
$125K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-209- 7.64% |
$25.7K - $29.1K
|
2.53K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-210- 17.5% |
$25.9K - $29.3K
|
990
$151K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-239- 3.46% |
$29.4K - $33.3K
|
6.67K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-241- 1.98% |
$29.7K - $33.6K
|
11.9K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-242- 3.8% |
$29.8K - $33.7K
|
6.13K
$933K
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-245- 9.23% |
$30.2K - $34.1K
|
2.41K
$367K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-245- 5.62% |
$30.2K - $34.1K
|
4.12K
$627K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-248- 2.27% |
$30.5K - $34.5K
|
10.7K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-250- 3.79% |
$30.8K - $34.8K
|
6.35K
$967K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-258- 0.46% |
$31.8K - $35.9K
|
56.1K
$8.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-260- 2.5% |
$32K - $36.2K
|
10.1K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-263- 2.55% |
$32.4K - $36.6K
|
10.1K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-264- 9.08% |
$32.5K - $36.8K
|
2.65K
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-270- 3.32% |
$33.2K - $37.6K
|
7.85K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-293- 0.92% |
$36.1K - $40.8K
|
31.7K
$4.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-295- 3.57% |
$36.3K - $41.1K
|
7.96K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-302- 2.85% |
$37.2K - $42.1K
|
10.3K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-305- 8.14% |
$37.5K - $42.5K
|
3.44K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-313- 1.24% |
$38.5K - $43.6K
|
25K
$3.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-318- 10.62% |
$39.1K - $44.3K
|
2.68K
$407K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-319- 4.67% |
$39.3K - $44.4K
|
6.51K
$991K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-348- 2.82% |
$42.8K - $48.5K
|
12K
$1.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-350- 13.46% |
$43.1K - $48.8K
|
2.25K
$343K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-352- 2.45% |
$43.3K - $49K
|
14K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-357- 1.01% |
$44K - $49.7K
|
34.9K
$5.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-361- 0.31% |
$44.4K - $50.3K
|
115K
$17.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-383- 0.83% |
$47.2K - $53.4K
|
46K
$7M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-389- 36.49% |
$47.9K - $54.2K
|
677
$103K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-402- 0.55% |
$49.5K - $56K
|
72.8K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-411- 6.56% |
$50.6K - $57.3K
|
5.86K
$892K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-412- 2.47% |
$50.7K - $57.4K
|
16.3K
$2.48M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-420- 9.58% |
$51.7K - $58.5K
|
3.97K
$604K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-421- 0.35% |
$51.8K - $58.6K
|
120K
$18.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-440- 1.73% |
$54.2K - $61.3K
|
25K
$3.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-445- 16.04% |
$54.8K - $62K
|
2.33K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-473- 2.41% |
$58.2K - $65.9K
|
19.1K
$2.91M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-487- 8.33% |
$60K - $67.8K
|
5.36K
$816K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-498- 4.25% |
$61.3K - $69.4K
|
11.2K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-500- 22.08% |
$61.6K - $69.7K
|
1.77K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-529- 4.04% |
$65.1K - $73.7K
|
12.6K
$1.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-548- 1.36% |
$67.5K - $76.3K
|
39.8K
$6.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-563- 35.36% |
$69.3K - $78.4K
|
1.03K
$157K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-588- 1.06% |
$72.4K - $81.9K
|
54.7K
$8.33M
|