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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
422New |
$52K - $58.8K
|
422
$60.2K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
400New |
$49.2K - $55.7K
|
400
$57K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
386+ 0.66% |
$47.5K - $53.8K
|
58.5K
$8.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
384+ 1.38% |
$47.3K - $53.5K
|
28.2K
$4.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
365+ 1.77% |
$44.9K - $50.8K
|
20.9K
$2.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
359+ 166.2% |
$44.2K - $50K
|
575
$82K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
350+ 2.16% |
$43.1K - $48.8K
|
16.5K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
344+ 11.39% |
$42.3K - $47.9K
|
3.37K
$480K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
341+ 3.76% |
$42K - $47.5K
|
9.42K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
329+ 5.88% |
$40.5K - $45.8K
|
5.92K
$845K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
321+ 7.25% |
$39.5K - $44.7K
|
4.75K
$677K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
300+ 2.85% |
$36.9K - $41.8K
|
10.8K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
299+ 0.17% |
$36.8K - $41.7K
|
181K
$25.8M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
280+ 15.23% |
$34.5K - $39K
|
2.12K
$302K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
279+ 7.14% |
$34.3K - $38.9K
|
4.19K
$597K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
276+ 10.01% |
$34K - $38.4K
|
3.03K
$432K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
271+ 6.02% |
$33.4K - $37.8K
|
4.77K
$681K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
239+ 3.99% |
$29.4K - $33.3K
|
6.24K
$889K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
236+ 31.09% |
$29.1K - $32.9K
|
995
$142K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
225+ 11.42% |
$27.7K - $31.3K
|
2.2K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
223+ 0.15% |
$27.5K - $31.1K
|
145K
$20.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
220New |
$27.1K - $30.6K
|
220
$31.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
216+ 0.7% |
$26.6K - $30.1K
|
31.1K
$4.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
206+ 12.43% |
$25.4K - $28.7K
|
1.86K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
201+ 6.93% |
$24.7K - $28K
|
3.1K
$442K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
200+ 5.93% |
$24.6K - $27.9K
|
3.57K
$509K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
200New |
$24.6K - $27.9K
|
200
$28.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 0.56% |
$24.6K - $27.9K
|
36K
$5.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
196+ 17.64% |
$24.1K - $27.3K
|
1.31K
$186K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
188New |
$23.1K - $26.2K
|
188
$26.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
187+ 165.49% |
$23K - $26K
|
300
$42.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
173+ 2.86% |
$21.3K - $24.1K
|
6.22K
$886K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
172+ 1.9% |
$21.2K - $24K
|
9.21K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
171+ 5.35% |
$21.1K - $23.8K
|
3.37K
$480K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
169+ 6.91% |
$20.8K - $23.5K
|
2.61K
$373K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
159+ 5.1% |
$19.6K - $22.1K
|
3.28K
$467K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
152+ 2.57% |
$18.7K - $21.2K
|
6.07K
$865K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
BUY
|
- |
150+ 0.41% |
$18.5K - $20.9K
|
36.6K
$5.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
148+ 1.99% |
$18.2K - $20.6K
|
7.6K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
147+ 8.59% |
$18.1K - $20.5K
|
1.86K
$265K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
143+ 5.44% |
$17.6K - $19.9K
|
2.77K
$396K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
140+ 0.25% |
$17.2K - $19.5K
|
55.7K
$7.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
139+ 3.3% |
$17.1K - $19.4K
|
4.35K
$620K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
134+ 0.55% |
$16.5K - $18.7K
|
24.3K
$3.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
133+ 3.02% |
$16.4K - $18.5K
|
4.54K
$647K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
127+ 1.88% |
$15.6K - $17.7K
|
6.88K
$981K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
126+ 2.04% |
$15.5K - $17.6K
|
6.31K
$900K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
123+ 6.19% |
$15.1K - $17.1K
|
2.11K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
122+ 3.24% |
$15K - $17K
|
3.89K
$554K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
115+ 2.53% |
$14.2K - $16K
|
4.66K
$664K
|