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 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
148+ 1.99% |
$18.2K - $20.6K
|
7.6K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
147+ 8.59% |
$18.1K - $20.5K
|
1.86K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
139+ 3.3% |
$17.1K - $19.4K
|
4.35K
$575K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
127+ 1.88% |
$15.6K - $17.7K
|
6.88K
$910K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
123+ 6.19% |
$15.1K - $17.1K
|
2.11K
$279K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
102+ 1.14% |
$12.6K - $14.2K
|
9.03K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
98+ 4.58% |
$12.1K - $13.7K
|
2.24K
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
85+ 1.77% |
$10.5K - $11.8K
|
4.89K
$647K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
84+ 2.51% |
$10.3K - $11.7K
|
3.43K
$453K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
75+ 12.98% |
$9.23K - $10.4K
|
653
$86.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
68+ 4.17% |
$8.37K - $9.47K
|
1.7K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
64+ 33.51% |
$7.88K - $8.92K
|
255
$33.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
58+ 2.22% |
$7.14K - $8.08K
|
2.67K
$353K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
52+ 14.81% |
$6.4K - $7.24K
|
403
$53.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
46+ 1.6% |
$5.66K - $6.41K
|
2.93K
$387K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37+ 14.74% |
$4.56K - $5.15K
|
288
$38.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 33.33% |
$3.08K - $3.48K
|
100
$13.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
21+ 1.12% |
$2.59K - $2.93K
|
1.9K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20+ 18.87% |
$2.46K - $2.79K
|
126
$16.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15+ 0.74% |
$1.85K - $2.09K
|
2.05K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
13+ 9.63% |
$1.6K - $1.81K
|
148
$19.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
11+ 0.51% |
$1.35K - $1.53K
|
2.16K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
10+ 1.45% |
$1.23K - $1.39K
|
699
$92.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
9+ 0.47% |
$1.11K - $1.25K
|
1.92K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.24% |
$1.11K - $1.25K
|
3.78K
$500K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
9+ 0.4% |
$1.11K - $1.25K
|
2.27K
$300K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 2.77% |
$985 - $1.11K
|
297
$39.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.46% |
$985 - $1.11K
|
1.77K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5New |
$616 - $697
|
5
$661
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$616 - $697
|
5
$661
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.25% |
$492 - $557
|
1.59K
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4+ 0.06% |
$492 - $557
|
6.6K
$873K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.16% |
$369 - $418
|
1.89K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.06% |
$123 - $139
|
1.79K
$237K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.7% |
$123 - $139
|
144
$19K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.34% |
$123 - $139
|
296
$39.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$123 - $139
|
1
$132
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.09% |
$123 - $139
|
93
$12.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.26% |
$123 - $139
|
380
$50.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 0.63% |
$246 - $279
|
316
$41.8K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3- 0.02% |
$369 - $418
|
13.7K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5- 2.96% |
$616 - $697
|
164
$21.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-9- 1.21% |
$1.11K - $1.25K
|
736
$97.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$1.11K - $1.25K
|
5.07K
$670K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-11- 0.08% |
$1.35K - $1.53K
|
13.1K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-15- 0.17% |
$1.85K - $2.09K
|
9.05K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-40- 1.12% |
$4.92K - $5.57K
|
3.54K
$467K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-47- 1.73% |
$5.79K - $6.55K
|
2.67K
$353K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-50- 0.52% |
$6.16K - $6.97K
|
9.52K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-50- 3.03% |
$6.16K - $6.97K
|
1.6K
$212K
|