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 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-40- 17.09% |
$4.92K - $5.57K
|
194
$27.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-40- 1.12% |
$4.92K - $5.57K
|
3.54K
$504K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-47- 1.73% |
$5.79K - $6.55K
|
2.67K
$381K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-49- 1.34% |
$6.03K - $6.83K
|
3.62K
$516K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-50- 3.03% |
$6.16K - $6.97K
|
1.6K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-50- 0.52% |
$6.16K - $6.97K
|
9.52K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-50- 0.35% |
$6.16K - $6.97K
|
14.3K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-52- 0.97% |
$6.4K - $7.24K
|
5.3K
$756K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-53- 1.23% |
$6.52K - $7.38K
|
4.24K
$605K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-54- 1.99% |
$6.65K - $7.52K
|
2.66K
$379K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-55- 3.66% |
$6.77K - $7.66K
|
1.45K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-57- 0.2% |
$7.02K - $7.94K
|
27.8K
$3.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-59- 10.42% |
$7.26K - $8.22K
|
507
$72.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-68- 1.37% |
$8.37K - $9.47K
|
4.89K
$697K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-68- 1.05% |
$8.37K - $9.47K
|
6.42K
$915K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-68- 0.19% |
$8.37K - $9.47K
|
36.2K
$5.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-69- 3.44% |
$8.49K - $9.61K
|
1.94K
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-71- 2.57% |
$8.74K - $9.89K
|
2.69K
$384K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-75- 2.96% |
$9.23K - $10.4K
|
2.46K
$350K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-79- 1.51% |
$9.73K - $11K
|
5.14K
$733K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-86- 0.98% |
$10.6K - $12K
|
8.7K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-92- 4.63% |
$11.3K - $12.8K
|
1.89K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-95- 0.12% |
$11.7K - $13.2K
|
82.3K
$11.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-98- 5.6% |
$12.1K - $13.7K
|
1.65K
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-104- 0.54% |
$12.8K - $14.5K
|
19.2K
$2.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-107- 5.08% |
$13.2K - $14.9K
|
2K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-108- 0.03% |
$13.3K - $15K
|
313K
$44.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-117- 4.73% |
$14.4K - $16.3K
|
2.36K
$336K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-124- 3.07% |
$15.3K - $17.3K
|
3.92K
$559K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-150- 6.0% |
$18.5K - $20.9K
|
2.35K
$335K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-158- 0.94% |
$19.5K - $22K
|
16.6K
$2.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-163- 3.36% |
$20.1K - $22.7K
|
4.69K
$668K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-165- 8.1% |
$20.3K - $23K
|
1.87K
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-166- 3.23% |
$20.4K - $23.1K
|
4.98K
$710K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-170- 3.33% |
$20.9K - $23.7K
|
4.94K
$704K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-175- 5.79% |
$21.5K - $24.4K
|
2.85K
$406K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-176- 3.92% |
$21.7K - $24.5K
|
4.32K
$615K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-183- 1.26% |
$22.5K - $25.5K
|
14.3K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-190- 0.64% |
$23.4K - $26.5K
|
29.6K
$4.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-204- 19.9% |
$25.1K - $28.4K
|
821
$117K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-209- 7.64% |
$25.7K - $29.1K
|
2.53K
$360K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-239- 3.46% |
$29.4K - $33.3K
|
6.67K
$951K
|
|
|
Feb 07, 2025
Q4 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-241- 1.98% |
$29.7K - $33.6K
|
11.9K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-242- 3.8% |
$29.8K - $33.7K
|
6.13K
$874K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-258- 0.46% |
$31.8K - $35.9K
|
56.1K
$7.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-263- 2.55% |
$32.4K - $36.6K
|
10.1K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-295- 3.57% |
$36.3K - $41.1K
|
7.96K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-302- 2.85% |
$37.2K - $42.1K
|
10.3K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-305- 8.14% |
$37.5K - $42.5K
|
3.44K
$491K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-318- 10.62% |
$39.1K - $44.3K
|
2.68K
$381K
|