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 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.68K- 9.5% |
$207K - $234K
|
16K
$2.44M
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.68K- 8.3% |
$207K - $234K
|
18.6K
$2.83M
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.7K- 5.81% |
$209K - $237K
|
27.5K
$4.19M
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.75K- 5.04% |
$216K - $244K
|
33K
$5.03M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.8K- 27.77% |
$221K - $250K
|
4.67K
$711K
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-1.84K- 6.77% |
$227K - $256K
|
25.4K
$3.86M
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.86K- 21.08% |
$229K - $259K
|
6.96K
$1.06M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.89K- 2.13% |
$232K - $263K
|
86.7K
$13.2M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2K- 1.57% |
$246K - $278K
|
125K
$19.1M
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2.15K- 0.99% |
$264K - $299K
|
215K
$32.8M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.15K- 89.68% |
$265K - $300K
|
248
$37.8K
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.18K- 4.71% |
$269K - $304K
|
44.2K
$6.72M
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-2.32K- 11.66% |
$286K - $323K
|
17.6K
$2.68M
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-2.37K- 7.76% |
$291K - $330K
|
28.1K
$4.29M
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-2.38K- 21.11% |
$293K - $332K
|
8.9K
$1.36M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.57K- 1.56% |
$317K - $359K
|
163K
$24.7M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.66K- 1.23% |
$327K - $371K
|
213K
$32.4M
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2.72K- 3.27% |
$335K - $379K
|
80.6K
$12.3M
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.73K- 2.58% |
$337K - $381K
|
103K
$15.7M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.8K- 21.89% |
$345K - $390K
|
9.99K
$1.52M
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.95K- 17.76% |
$363K - $411K
|
13.7K
$2.08M
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-3.09K- 6.78% |
$380K - $430K
|
42.4K
$6.46M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.34K- 18.24% |
$411K - $465K
|
15K
$2.28M
|
|
Feb 11, 2025
Q4 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-3.47K- 7.85% |
$427K - $483K
|
40.7K
$6.2M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.5K- 41.11% |
$430K - $487K
|
5.01K
$762K
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-3.56K- 5.81% |
$438K - $496K
|
57.7K
$8.78M
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.85K- 59.07% |
$474K - $536K
|
2.67K
$406K
|
|
Feb 07, 2025
Q4 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-4.02K- 5.82% |
$495K - $560K
|
65.1K
$9.92M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.26K- 15.69% |
$524K - $593K
|
22.9K
$3.48M
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-4.29K- 49.97% |
$528K - $598K
|
4.3K
$654K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.35K- 7.92% |
$535K - $606K
|
50.5K
$7.69M
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.38K- 37.83% |
$539K - $610K
|
7.2K
$1.1M
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-4.4K- 60.75% |
$541K - $613K
|
2.84K
$433K
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-4.42K- 5.37% |
$544K - $615K
|
77.8K
$11.9M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.57K- 21.24% |
$562K - $636K
|
16.9K
$2.58M
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.87K- 54.69% |
$599K - $678K
|
4.03K
$614K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5K- 25.48% |
$615K - $696K
|
14.6K
$2.23M
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-5.13K- 58.42% |
$631K - $714K
|
3.65K
$556K
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-5.36K- 2.11% |
$660K - $747K
|
248K
$37.8M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.38K- 8.73% |
$662K - $749K
|
56.2K
$8.56M
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.98K- 31.26% |
$737K - $833K
|
13.2K
$2M
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-6.11K- 3.45% |
$752K - $850K
|
171K
$26M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.16K- 20.64% |
$758K - $858K
|
23.7K
$3.6M
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-6.33K- 2.74% |
$780K - $882K
|
224K
$34.2M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.58K- 87.31% |
$810K - $916K
|
956
$146K
|
|
Apr 28, 2025
Q4 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-6.6K- 2.5% |
$813K - $920K
|
258K
$39.2M
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-6.61K- 58.76% |
$813K - $920K
|
4.64K
$706K
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-6.63K- 31.55% |
$816K - $923K
|
14.4K
$2.19M
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-6.68K- 41.16% |
$822K - $930K
|
9.55K
$1.45M
|
|
Feb 14, 2025
Q4 2024
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-7.32K- 2.09% |
$902K - $1.02M
|
343K
$52.2M
|