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 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-589- 1.19% |
$72.5K - $82K
|
48.9K
$7.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-600- 2.3% |
$73.9K - $83.6K
|
25.5K
$3.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-614- 16.16% |
$75.6K - $85.5K
|
3.19K
$485K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
SELL
|
- |
-630- 26.57% |
$77.6K - $87.8K
|
1.74K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-651- 1.87% |
$80.1K - $90.7K
|
34.1K
$5.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-655- 4.26% |
$80.6K - $91.2K
|
14.7K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-670- 14.31% |
$82.5K - $93.3K
|
4.01K
$611K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-676- 3.17% |
$83.2K - $94.2K
|
20.7K
$3.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-681- 1.98% |
$83.8K - $94.9K
|
33.7K
$5.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-697- 0.84% |
$85.8K - $97.1K
|
82.4K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-700- 5.89% |
$86.2K - $97.5K
|
11.2K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-714- 32.8% |
$87.9K - $99.5K
|
1.46K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-726- 15.74% |
$89.4K - $101K
|
3.89K
$592K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-729- 17.3% |
$89.7K - $102K
|
3.49K
$531K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-734- 1.64% |
$90.4K - $102K
|
44.1K
$6.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-776- 15.14% |
$95.5K - $108K
|
4.35K
$662K
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-778- 17.68% |
$95.8K - $108K
|
3.62K
$551K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 2.45% |
$98.5K - $111K
|
31.8K
$4.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-816- 1.22% |
$100K - $114K
|
66K
$10M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-818- 31.08% |
$101K - $114K
|
1.81K
$276K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-905- 1.17% |
$111K - $126K
|
76.5K
$11.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-927- 0.93% |
$114K - $129K
|
99.2K
$15.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-928- 3.2% |
$114K - $129K
|
28.1K
$4.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-940- 0.77% |
$116K - $131K
|
121K
$18.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1K- 84.18% |
$123K - $139K
|
188
$28.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.01K- 12.03% |
$124K - $140K
|
7.36K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-1.1K- 5.56% |
$135K - $153K
|
18.7K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.13K- 6.96% |
$139K - $158K
|
15.1K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.14K- 2.42% |
$140K - $159K
|
46.1K
$7.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.15K- 14.68% |
$142K - $160K
|
6.69K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.17K- 3.14% |
$144K - $163K
|
36.1K
$5.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.18K- 41.16% |
$145K - $164K
|
1.68K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.24K- 32.86% |
$152K - $172K
|
2.52K
$384K
|
|
|
Feb 04, 2025
Q4 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-1.29K- 5.14% |
$158K - $179K
|
23.7K
$3.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-1.3K- 0.6% |
$160K - $181K
|
214K
$32.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-1.3K- 6.3% |
$160K - $181K
|
19.3K
$2.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.31K- 38.57% |
$161K - $182K
|
2.08K
$317K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.35K- 66.55% |
$167K - $188K
|
680
$104K
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.4K- 12.03% |
$173K - $196K
|
10.3K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.44K- 3.27% |
$177K - $200K
|
42.6K
$6.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.44K- 4.41% |
$177K - $201K
|
31.2K
$4.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.44K- 8.59% |
$178K - $201K
|
15.4K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 22.31% |
$180K - $204K
|
5.09K
$775K
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.47K- 11.35% |
$181K - $204K
|
11.5K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 7.84% |
$184K - $209K
|
17.6K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.53K- 46.56% |
$188K - $212K
|
1.75K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-1.53K- 4.68% |
$188K - $213K
|
31.2K
$4.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 8.2% |
$190K - $215K
|
17.3K
$2.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.6K- 11.59% |
$197K - $223K
|
12.2K
$1.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-1.64K- 10.81% |
$202K - $228K
|
13.5K
$2.06M
|