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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
432New |
$53.2K - $60.2K
|
432
$65.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
422New |
$52K - $58.8K
|
422
$64.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
420+ 4.1% |
$51.7K - $58.5K
|
10.7K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
418+ 1.59% |
$51.5K - $58.2K
|
26.6K
$4.06M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
400New |
$49.2K - $55.7K
|
400
$60.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
386+ 0.66% |
$47.5K - $53.8K
|
58.5K
$8.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
384+ 1.38% |
$47.3K - $53.5K
|
28.2K
$4.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
380+ 4.99% |
$46.8K - $52.9K
|
8K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
375+ 6.3% |
$46.2K - $52.2K
|
6.33K
$964K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
365+ 1.77% |
$44.9K - $50.8K
|
20.9K
$3.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
359+ 166.2% |
$44.2K - $50K
|
575
$87.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
350+ 2.16% |
$43.1K - $48.8K
|
16.5K
$2.52M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
344+ 11.39% |
$42.3K - $47.9K
|
3.37K
$512K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
341+ 3.76% |
$42K - $47.5K
|
9.42K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
329+ 9.89% |
$40.5K - $45.8K
|
3.66K
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
329+ 5.88% |
$40.5K - $45.8K
|
5.92K
$902K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
321+ 7.25% |
$39.5K - $44.7K
|
4.75K
$723K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
315+ 19.48% |
$38.8K - $43.9K
|
1.93K
$294K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
305+ 2.31% |
$37.5K - $42.5K
|
13.5K
$2.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
300+ 2.85% |
$36.9K - $41.8K
|
10.8K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
299+ 0.17% |
$36.8K - $41.7K
|
181K
$27.5M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
280+ 15.23% |
$34.5K - $39K
|
2.12K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
279+ 7.14% |
$34.3K - $38.9K
|
4.19K
$637K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
279+ 7.14% |
$34.3K - $38.9K
|
4.19K
$637K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
276+ 10.01% |
$34K - $38.4K
|
3.03K
$462K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
271+ 6.02% |
$33.4K - $37.8K
|
4.77K
$727K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
267+ 7.1% |
$32.9K - $37.2K
|
4.03K
$613K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
264+ 0.14% |
$32.5K - $36.8K
|
193K
$29.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
249+ 10.42% |
$30.7K - $34.7K
|
2.64K
$402K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
247+ 12.11% |
$30.4K - $34.4K
|
2.29K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
239+ 3.99% |
$29.4K - $33.3K
|
6.24K
$949K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
236+ 31.09% |
$29.1K - $32.9K
|
995
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
228+ 9.38% |
$28.1K - $31.8K
|
2.66K
$405K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
228+ 1.9% |
$28.1K - $31.8K
|
12.2K
$1.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
225+ 11.42% |
$27.7K - $31.3K
|
2.2K
$334K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
223+ 0.15% |
$27.5K - $31.1K
|
145K
$22M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
220New |
$27.1K - $30.6K
|
220
$33.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
219New |
$27K - $30.5K
|
219
$33.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
216+ 0.7% |
$26.6K - $30.1K
|
31.1K
$4.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
206+ 12.43% |
$25.4K - $28.7K
|
1.86K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
205+ 6.3% |
$25.2K - $28.6K
|
3.46K
$527K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
201+ 6.93% |
$24.7K - $28K
|
3.1K
$472K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 0.56% |
$24.6K - $27.9K
|
36K
$5.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
200+ 5.93% |
$24.6K - $27.9K
|
3.57K
$544K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
200New |
$24.6K - $27.9K
|
200
$30.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
196+ 17.64% |
$24.1K - $27.3K
|
1.31K
$199K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
188New |
$23.1K - $26.2K
|
188
$28.6K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
187+ 165.49% |
$23K - $26K
|
300
$45.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
182New |
$22.4K - $25.4K
|
182
$27.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
174+ 3.15% |
$21.4K - $24.2K
|
5.7K
$868K
|