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 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-319- 4.67% |
$39.3K - $44.4K
|
6.51K
$928K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-350- 13.46% |
$43.1K - $48.8K
|
2.25K
$321K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-352- 2.45% |
$43.3K - $49K
|
14K
$2M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-361- 0.31% |
$44.4K - $50.3K
|
115K
$16.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-383- 0.83% |
$47.2K - $53.4K
|
46K
$6.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-389- 36.49% |
$47.9K - $54.2K
|
677
$96.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-402- 0.55% |
$49.5K - $56K
|
72.8K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-412- 2.47% |
$50.7K - $57.4K
|
16.3K
$2.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-421- 0.35% |
$51.8K - $58.6K
|
120K
$17.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-440- 1.73% |
$54.2K - $61.3K
|
25K
$3.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-445- 16.04% |
$54.8K - $62K
|
2.33K
$332K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-473- 2.41% |
$58.2K - $65.9K
|
19.1K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-498- 4.25% |
$61.3K - $69.4K
|
11.2K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-529- 4.04% |
$65.1K - $73.7K
|
12.6K
$1.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-548- 1.36% |
$67.5K - $76.3K
|
39.8K
$5.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-563- 35.36% |
$69.3K - $78.4K
|
1.03K
$147K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-588- 1.06% |
$72.4K - $81.9K
|
54.7K
$7.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-589- 1.19% |
$72.5K - $82K
|
48.9K
$6.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-600- 2.3% |
$73.9K - $83.6K
|
25.5K
$3.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-614- 16.16% |
$75.6K - $85.5K
|
3.19K
$454K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
SELL
|
- |
-630- 26.57% |
$77.6K - $87.8K
|
1.74K
$248K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-655- 4.26% |
$80.6K - $91.2K
|
14.7K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-681- 1.98% |
$83.8K - $94.9K
|
33.7K
$4.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-714- 32.8% |
$87.9K - $99.5K
|
1.46K
$209K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-726- 15.74% |
$89.4K - $101K
|
3.89K
$554K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-734- 1.64% |
$90.4K - $102K
|
44.1K
$6.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-776- 15.14% |
$95.5K - $108K
|
4.35K
$620K
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-778- 17.68% |
$95.8K - $108K
|
3.62K
$516K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 2.45% |
$98.5K - $111K
|
31.8K
$4.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-816- 1.22% |
$100K - $114K
|
66K
$9.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-818- 31.08% |
$101K - $114K
|
1.81K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-905- 1.17% |
$111K - $126K
|
76.5K
$10.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-927- 0.93% |
$114K - $129K
|
99.2K
$14.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-928- 3.2% |
$114K - $129K
|
28.1K
$4M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1K- 84.18% |
$123K - $139K
|
188
$26.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-1.1K- 5.56% |
$135K - $153K
|
18.7K
$2.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.18K- 41.16% |
$145K - $164K
|
1.68K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-1.29K- 5.14% |
$158K - $179K
|
23.7K
$3.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.31K- 38.57% |
$161K - $182K
|
2.08K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.35K- 66.55% |
$167K - $188K
|
680
$97K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.44K- 4.41% |
$177K - $201K
|
31.2K
$4.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.44K- 8.59% |
$178K - $201K
|
15.4K
$2.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 7.84% |
$184K - $209K
|
17.6K
$2.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-1.53K- 4.68% |
$188K - $213K
|
31.2K
$4.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 8.2% |
$190K - $215K
|
17.3K
$2.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-1.64K- 10.81% |
$202K - $228K
|
13.5K
$1.93M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.68K- 9.5% |
$207K - $234K
|
16K
$2.28M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.7K- 5.81% |
$209K - $237K
|
27.5K
$3.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.8K- 27.77% |
$221K - $250K
|
4.67K
$666K
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-1.84K- 6.77% |
$227K - $256K
|
25.4K
$3.61M
|