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 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
1.6KNew |
$197K - $223K
|
1.6K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.6K+ 33.24% |
$197K - $223K
|
6.41K
$976K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.6KNew |
$197K - $223K
|
1.6K
$243K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 72.95% |
$195K - $221K
|
3.75K
$571K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.55K+ 0.71% |
$191K - $216K
|
220K
$33.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.52KNew |
$187K - $212K
|
1.52K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.52K+ 18.0% |
$187K - $212K
|
9.97K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.46KNew |
$180K - $203K
|
1.46K
$222K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.44K+ 51.19% |
$177K - $200K
|
4.25K
$647K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.43K+ 8.8% |
$176K - $200K
|
17.7K
$2.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.43K+ 61.86% |
$176K - $199K
|
3.74K
$569K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.42K+ 38.66% |
$174K - $197K
|
5.08K
$773K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.4K+ 23.97% |
$173K - $196K
|
7.26K
$1.11M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.37K+ 1.14% |
$168K - $190K
|
121K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.34KNew |
$165K - $187K
|
1.34K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.34K+ 13.27% |
$164K - $186K
|
11.4K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.31K+ 16.71% |
$161K - $182K
|
9.13K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.3K+ 0.57% |
$160K - $181K
|
227K
$34.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.27K+ 1.6% |
$156K - $177K
|
80.9K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.21K+ 36.8% |
$149K - $169K
|
4.51K
$686K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.2K+ 47.52% |
$148K - $167K
|
3.73K
$567K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.2K+ 21.96% |
$147K - $167K
|
6.64K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.18K+ 2.39% |
$146K - $165K
|
50.7K
$7.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.18K+ 26.82% |
$145K - $164K
|
5.58K
$849K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.16K+ 7.56% |
$143K - $162K
|
16.5K
$2.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 48.56% |
$143K - $162K
|
3.55K
$540K
|
|
|
Feb 27, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.15K+ 11.81% |
$141K - $160K
|
10.9K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.13K+ 11.21% |
$139K - $158K
|
11.2K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.09K+ 0.24% |
$134K - $152K
|
457K
$69.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.06K+ 1087.63% |
$130K - $147K
|
1.15K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.05K+ 23.6% |
$129K - $146K
|
5.49K
$836K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.05K+ 3.03% |
$129K - $146K
|
35.6K
$5.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1K+ 4.21% |
$123K - $139K
|
24.8K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
995+ 1.42% |
$122K - $139K
|
71.3K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
993+ 3203.23% |
$122K - $138K
|
1.02K
$156K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
982+ 0.35% |
$121K - $137K
|
280K
$42.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
965+ 10.74% |
$119K - $134K
|
9.95K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
958+ 1.23% |
$118K - $133K
|
78.8K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
945+ 6.45% |
$116K - $132K
|
15.6K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
924+ 27.45% |
$114K - $129K
|
4.29K
$653K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
897+ 18.14% |
$110K - $125K
|
5.84K
$890K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
881+ 9.7% |
$108K - $123K
|
9.96K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
866+ 15.86% |
$107K - $121K
|
6.33K
$963K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
843+ 9.88% |
$104K - $117K
|
9.37K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
838+ 48.75% |
$103K - $117K
|
2.56K
$389K
|
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
824+ 34.78% |
$101K - $115K
|
3.19K
$486K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
820+ 3.51% |
$101K - $114K
|
24.2K
$3.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
804+ 3.56% |
$99K - $112K
|
23.4K
$3.56M
|
|
|
Jun 10, 2025
Q4 2024
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
800New |
$98.5K - $111K
|
800
$122K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
799+ 1.75% |
$98.4K - $111K
|
46.6K
$7.09M
|