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 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
115+ 0.44% |
$14.2K - $16K
|
26.1K
$3.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
109New |
$13.4K - $15.2K
|
109
$15.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
103+ 5.26% |
$12.7K - $14.3K
|
2.06K
$294K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
102+ 1.14% |
$12.6K - $14.2K
|
9.03K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
98+ 4.58% |
$12.1K - $13.7K
|
2.24K
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
92New |
$11.3K - $12.8K
|
92
$13.1K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
91New |
$11.2K - $12.7K
|
91
$13K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
87+ 5.15% |
$10.7K - $12.1K
|
1.78K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
85+ 1.77% |
$10.5K - $11.8K
|
4.89K
$697K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
84+ 2.51% |
$10.3K - $11.7K
|
3.43K
$489K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
83+ 2.46% |
$10.2K - $11.6K
|
3.45K
$492K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
79New |
$9.73K - $11K
|
79
$11.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
76+ 3.66% |
$9.36K - $10.6K
|
2.15K
$307K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
75New |
$9.23K - $10.4K
|
75
$10.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
75+ 12.98% |
$9.23K - $10.4K
|
653
$93.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
75+ 3.79% |
$9.23K - $10.4K
|
2.05K
$293K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
68+ 4.17% |
$8.37K - $9.47K
|
1.7K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
64+ 33.51% |
$7.88K - $8.92K
|
255
$36.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
61+ 0.47% |
$7.51K - $8.5K
|
12.9K
$1.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
60+ 1.34% |
$7.39K - $8.36K
|
4.54K
$647K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
58+ 2.22% |
$7.14K - $8.08K
|
2.67K
$381K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
55+ 1.52% |
$6.77K - $7.66K
|
3.67K
$524K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
52+ 14.81% |
$6.4K - $7.24K
|
403
$57.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
49+ 0.34% |
$6.03K - $6.83K
|
14.4K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
46+ 1.6% |
$5.66K - $6.41K
|
2.93K
$418K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
46+ 3.31% |
$5.66K - $6.41K
|
1.44K
$205K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
39+ 0.29% |
$4.8K - $5.43K
|
13.6K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
38New |
$4.68K - $5.29K
|
38
$5.42K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37+ 14.74% |
$4.56K - $5.15K
|
288
$41.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
33+ 6.5% |
$4.06K - $4.6K
|
541
$77.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
32+ 9.22% |
$3.94K - $4.46K
|
379
$54K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
32+ 1.27% |
$3.94K - $4.46K
|
2.56K
$365K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 33.33% |
$3.08K - $3.48K
|
100
$14.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
25+ 28.74% |
$3.08K - $3.48K
|
112
$16K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
21+ 1.12% |
$2.59K - $2.93K
|
1.9K
$271K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
21+ 1.56% |
$2.59K - $2.93K
|
1.36K
$194K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20+ 18.87% |
$2.46K - $2.79K
|
126
$18K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
18+ 0.24% |
$2.22K - $2.51K
|
7.61K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
18+ 1.12% |
$2.22K - $2.51K
|
1.63K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
18+ 20.45% |
$2.22K - $2.51K
|
106
$15.1K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17+ 0.01% |
$2.09K - $2.37K
|
191K
$27.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
16+ 3.44% |
$1.97K - $2.23K
|
481
$68.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
16New |
$1.97K - $2.23K
|
16
$2.28K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
16+ 2.29% |
$1.97K - $2.23K
|
716
$102K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15+ 0.09% |
$1.85K - $2.09K
|
17.1K
$2.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
15New |
$1.85K - $2.09K
|
15
$2.14K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15+ 0.74% |
$1.85K - $2.09K
|
2.05K
$292K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14+ 100.0% |
$1.72K - $1.95K
|
28
$3.99K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
14+ 0.37% |
$1.72K - $1.95K
|
3.85K
$548K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
13New |
$1.6K - $1.81K
|
13
$1.85K
|