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 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.78K+ 2.35% |
$342K - $388K
|
121K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.7K+ 5.23% |
$332K - $376K
|
54.3K
$8.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
2.62KNew |
$322K - $364K
|
2.62K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.61K+ 13.22% |
$321K - $363K
|
22.3K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.5K+ 2.51% |
$308K - $348K
|
102K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.48KNew |
$305K - $345K
|
2.48K
$377K
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
2.48KNew |
$305K - $345K
|
2.48K
$377K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
2.45KNew |
$302K - $341K
|
2.45K
$373K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.43KNew |
$299K - $338K
|
2.43K
$370K
|
|
|
Feb 12, 2025
Q4 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
2.39KNew |
$295K - $333K
|
2.39K
$364K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$293K - $332K
|
2.38K
$363K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.36K+ 4.16% |
$290K - $328K
|
59K
$8.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.35KNew |
$289K - $327K
|
2.35K
$357K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
2.33KNew |
$287K - $325K
|
2.33K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.32KNew |
$286K - $323K
|
2.32K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.31K+ 1.6% |
$284K - $321K
|
147K
$22.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.27K+ 6.86% |
$280K - $317K
|
35.4K
$5.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.25K+ 20.08% |
$277K - $313K
|
13.5K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.24KNew |
$275K - $311K
|
2.24K
$340K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.22KNew |
$273K - $309K
|
2.22K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.18KNew |
$269K - $304K
|
2.18K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.16K+ 18.57% |
$266K - $301K
|
13.8K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2.12KNew |
$261K - $295K
|
2.12K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.08K+ 31.05% |
$256K - $290K
|
8.78K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.08K+ 7.29% |
$256K - $289K
|
30.6K
$4.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.08K+ 16.18% |
$255K - $289K
|
14.9K
$2.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.07KNew |
$255K - $289K
|
2.07K
$316K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.07KNew |
$255K - $289K
|
2.07K
$315K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.04KNew |
$251K - $284K
|
2.04K
$310K
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
2.03KNew |
$250K - $283K
|
2.03K
$309K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.99K+ 118.26% |
$245K - $277K
|
3.67K
$559K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
1.96K+ 42.26% |
$241K - $273K
|
6.6K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.93KNew |
$238K - $269K
|
1.93K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.92K+ 3.89% |
$236K - $267K
|
51.2K
$7.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.89KNew |
$232K - $263K
|
1.89K
$287K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.84K+ 32.42% |
$227K - $257K
|
7.53K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.84K+ 74.27% |
$226K - $256K
|
4.32K
$657K
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.78K+ 6.18% |
$220K - $249K
|
30.6K
$4.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.76K+ 15.97% |
$217K - $246K
|
12.8K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.76K+ 9.97% |
$216K - $245K
|
19.4K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.71KNew |
$211K - $238K
|
1.71K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
American Assets Capital Advisers, LLC
|
BUY
|
- |
1.68K+ 19.55% |
$207K - $235K
|
10.3K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.67K+ 10.5% |
$206K - $233K
|
17.6K
$2.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.66KNew |
$205K - $232K
|
1.66K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
BUY
|
- |
1.66KNew |
$204K - $231K
|
1.66K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1.65K+ 0.29% |
$203K - $230K
|
566K
$86.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.65K+ 4.71% |
$203K - $230K
|
36.7K
$5.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
1.64KNew |
$202K - $229K
|
1.64K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.64K+ 9.52% |
$202K - $228K
|
18.9K
$2.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.61K+ 22.46% |
$198K - $225K
|
8.79K
$1.34M
|