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 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
785New |
$96.6K - $109K
|
785
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
784+ 7.04% |
$96.5K - $109K
|
11.9K
$1.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
776New |
$95.5K - $108K
|
776
$118K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
754+ 15.18% |
$92.8K - $105K
|
5.72K
$871K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
753+ 9.34% |
$92.7K - $105K
|
8.82K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
752+ 13.61% |
$92.6K - $105K
|
6.28K
$956K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
750+ 1.89% |
$92.3K - $104K
|
40.4K
$6.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
745+ 3.89% |
$91.7K - $104K
|
19.9K
$3.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
742+ 21.55% |
$91.3K - $103K
|
4.19K
$637K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
740New |
$91.1K - $103K
|
740
$113K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
724+ 17.56% |
$89.1K - $101K
|
4.85K
$738K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
721+ 18.67% |
$88.8K - $100K
|
4.58K
$698K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
720+ 2.86% |
$88.6K - $100K
|
25.9K
$3.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
715New |
$88K - $99.6K
|
715
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
710+ 39.14% |
$87.4K - $98.9K
|
2.52K
$384K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
703+ 4.71% |
$86.5K - $97.9K
|
15.6K
$2.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
692+ 18.82% |
$85.2K - $96.4K
|
4.37K
$665K
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
684+ 4.5% |
$84.2K - $95.3K
|
15.9K
$2.42M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
683+ 40.68% |
$84.1K - $95.1K
|
2.36K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
673New |
$82.9K - $93.7K
|
673
$102K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
673+ 5.81% |
$82.9K - $93.7K
|
12.3K
$1.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
664+ 41.34% |
$81.7K - $92.5K
|
2.27K
$346K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
662+ 26.1% |
$81.5K - $92.2K
|
3.2K
$487K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
661+ 18.91% |
$81.4K - $92.1K
|
4.16K
$633K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
617+ 8.46% |
$76K - $85.9K
|
7.91K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
615New |
$75.7K - $85.7K
|
615
$93.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
614+ 12.23% |
$75.6K - $85.5K
|
5.63K
$858K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
609+ 1.69% |
$75K - $84.8K
|
36.6K
$5.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
585+ 1.31% |
$72K - $81.5K
|
45.2K
$6.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
571+ 11.19% |
$70.3K - $79.5K
|
5.68K
$864K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
562+ 6.51% |
$69.2K - $78.3K
|
9.19K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
550+ 5.64% |
$67.7K - $76.6K
|
10.3K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
546+ 61.98% |
$67.2K - $76.1K
|
1.43K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
541New |
$66.6K - $75.4K
|
541
$82.4K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
537+ 16.52% |
$66.1K - $74.8K
|
3.79K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
537+ 6.13% |
$66.1K - $74.8K
|
9.29K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
533+ 7.97% |
$65.6K - $74.2K
|
7.22K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
533+ 38.07% |
$65.6K - $74.2K
|
1.93K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
529+ 5.62% |
$65.1K - $73.7K
|
9.94K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
521+ 100.58% |
$64.1K - $72.6K
|
1.04K
$158K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
506New |
$62.3K - $70.5K
|
506
$77K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
500+ 28.65% |
$61.6K - $69.7K
|
2.25K
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
497+ 528.72% |
$61.2K - $69.2K
|
591
$90K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
496+ 28.41% |
$61.1K - $69.1K
|
2.24K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
486+ 17.41% |
$59.8K - $67.7K
|
3.28K
$499K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
461+ 2.48% |
$56.8K - $64.2K
|
19.1K
$2.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
460+ 18.91% |
$56.6K - $64.1K
|
2.89K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
458+ 5.14% |
$56.4K - $63.8K
|
9.37K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
445+ 89.0% |
$54.8K - $62K
|
945
$144K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
442+ 2.41% |
$54.4K - $61.6K
|
18.8K
$2.86M
|