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
|
Values First Advisors, Inc.
|
BUY
|
- |
239+ 3.99% |
$29.4K - $33.3K
|
6.24K
$851K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
236+ 31.09% |
$29.1K - $32.9K
|
995
$136K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
225+ 11.42% |
$27.7K - $31.3K
|
2.2K
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
220New |
$27.1K - $30.6K
|
220
$30K
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
216+ 0.7% |
$26.6K - $30.1K
|
31.1K
$4.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
206+ 12.43% |
$25.4K - $28.7K
|
1.86K
$254K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
201+ 6.93% |
$24.7K - $28K
|
3.1K
$423K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 0.56% |
$24.6K - $27.9K
|
36K
$4.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
200New |
$24.6K - $27.9K
|
200
$27.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
196+ 17.64% |
$24.1K - $27.3K
|
1.31K
$178K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
188New |
$23.1K - $26.2K
|
188
$25.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
187+ 165.49% |
$23K - $26K
|
300
$40.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
159+ 5.1% |
$19.6K - $22.1K
|
3.28K
$447K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
152+ 2.57% |
$18.7K - $21.2K
|
6.07K
$828K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
BUY
|
- |
150+ 0.41% |
$18.5K - $20.9K
|
36.6K
$5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
148+ 1.99% |
$18.2K - $20.6K
|
7.6K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
147+ 8.59% |
$18.1K - $20.5K
|
1.86K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
143+ 5.44% |
$17.6K - $19.9K
|
2.77K
$379K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
140+ 0.25% |
$17.2K - $19.5K
|
55.7K
$7.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
139+ 3.3% |
$17.1K - $19.4K
|
4.35K
$594K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
134+ 0.55% |
$16.5K - $18.7K
|
24.3K
$3.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
127+ 1.88% |
$15.6K - $17.7K
|
6.88K
$939K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
126+ 2.04% |
$15.5K - $17.6K
|
6.31K
$862K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
123+ 6.19% |
$15.1K - $17.1K
|
2.11K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
115+ 0.44% |
$14.2K - $16K
|
26.1K
$3.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
103+ 5.26% |
$12.7K - $14.3K
|
2.06K
$281K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
102+ 1.14% |
$12.6K - $14.2K
|
9.03K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
98+ 4.58% |
$12.1K - $13.7K
|
2.24K
$305K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
92New |
$11.3K - $12.8K
|
92
$12.6K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
91New |
$11.2K - $12.7K
|
91
$12.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
87+ 5.15% |
$10.7K - $12.1K
|
1.78K
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
85+ 1.77% |
$10.5K - $11.8K
|
4.89K
$667K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
84+ 2.51% |
$10.3K - $11.7K
|
3.43K
$468K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
76+ 3.66% |
$9.36K - $10.6K
|
2.15K
$294K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
75+ 12.98% |
$9.23K - $10.4K
|
653
$89.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
75+ 3.79% |
$9.23K - $10.4K
|
2.05K
$280K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
68+ 4.17% |
$8.37K - $9.47K
|
1.7K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
64+ 33.51% |
$7.88K - $8.92K
|
255
$34.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
61+ 0.47% |
$7.51K - $8.5K
|
12.9K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
58+ 2.22% |
$7.14K - $8.08K
|
2.67K
$364K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
52+ 14.81% |
$6.4K - $7.24K
|
403
$55K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
46+ 1.6% |
$5.66K - $6.41K
|
2.93K
$400K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
39+ 0.29% |
$4.8K - $5.43K
|
13.6K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
38New |
$4.68K - $5.29K
|
38
$5.19K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37+ 14.74% |
$4.56K - $5.15K
|
288
$39.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
33+ 6.5% |
$4.06K - $4.6K
|
541
$73.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
25+ 28.74% |
$3.08K - $3.48K
|
112
$15.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 33.33% |
$3.08K - $3.48K
|
100
$13.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
21+ 1.12% |
$2.59K - $2.93K
|
1.9K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20+ 18.87% |
$2.46K - $2.79K
|
126
$17.2K
|