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 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
635KNew |
$78.2M - $88.5M
|
635K
$83.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
325K+ 28.15% |
$40M - $45.2M
|
1.48M
$194M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
175K+ 78.72% |
$21.5M - $24.3M
|
397K
$52M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
112K+ 185.11% |
$13.8M - $15.7M
|
173K
$22.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
66.1KNew |
$8.14M - $9.21M
|
66.1K
$8.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Dupont Capital Management Corp
|
BUY
|
- |
56.8KNew |
$7M - $7.92M
|
56.8K
$7.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
51.4KNew |
$6.33M - $7.16M
|
51.4K
$6.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
16.6KNew |
$2.05M - $2.31M
|
16.6K
$2.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
12.6K+ 13.96% |
$1.55M - $1.75M
|
103K
$13.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
10.4K+ 8.8% |
$1.28M - $1.45M
|
128K
$16.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
7.3KNew |
$899K - $1.02M
|
7.3K
$957K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
6.92KNew |
$851K - $963K
|
6.92K
$907K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
6.51KNew |
$801K - $906K
|
6.51K
$853K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.59KNew |
$688K - $779K
|
5.59K
$733K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.49K+ 22.38% |
$553K - $626K
|
24.6K
$3.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
4.4K+ 2.89% |
$542K - $613K
|
157K
$20.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
4.17KNew |
$514K - $581K
|
4.17K
$547K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.06KNew |
$500K - $566K
|
4.06K
$532K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.95K+ 536.18% |
$363K - $411K
|
3.5K
$459K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.25K+ 20.08% |
$277K - $313K
|
13.5K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.07KNew |
$255K - $289K
|
2.07K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.04KNew |
$251K - $284K
|
2.04K
$267K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.89KNew |
$232K - $263K
|
1.89K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.84K+ 32.42% |
$227K - $257K
|
7.53K
$988K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.66KNew |
$205K - $232K
|
1.66K
$218K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.55K+ 0.71% |
$191K - $216K
|
220K
$28.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.2K+ 47.52% |
$148K - $167K
|
3.73K
$489K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 48.56% |
$143K - $162K
|
3.55K
$465K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.06K+ 1087.63% |
$130K - $147K
|
1.15K
$151K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
881+ 9.7% |
$108K - $123K
|
9.96K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
843+ 9.88% |
$104K - $117K
|
9.37K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
824+ 34.78% |
$101K - $115K
|
3.19K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
820+ 3.51% |
$101K - $114K
|
24.2K
$3.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
692+ 18.82% |
$85.2K - $96.4K
|
4.37K
$573K
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
684+ 4.5% |
$84.2K - $95.3K
|
15.9K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
614+ 12.23% |
$75.6K - $85.5K
|
5.63K
$739K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
562+ 6.51% |
$69.2K - $78.3K
|
9.19K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
541New |
$66.6K - $75.4K
|
541
$71K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
533+ 7.97% |
$65.6K - $74.2K
|
7.22K
$947K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
460+ 18.91% |
$56.6K - $64.1K
|
2.89K
$379K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
386+ 0.66% |
$47.5K - $53.8K
|
58.5K
$7.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
365+ 1.77% |
$44.9K - $50.8K
|
20.9K
$2.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
329+ 5.88% |
$40.5K - $45.8K
|
5.92K
$777K
|
|
|
Jan 22, 2025
Q4 2024
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
299+ 0.17% |
$36.8K - $41.7K
|
181K
$23.7M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
280+ 15.23% |
$34.5K - $39K
|
2.12K
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
279+ 7.14% |
$34.3K - $38.9K
|
4.19K
$549K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
225+ 11.42% |
$27.7K - $31.3K
|
2.2K
$288K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
201+ 6.93% |
$24.7K - $28K
|
3.1K
$407K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
200New |
$24.6K - $27.9K
|
200
$26.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
187+ 165.49% |
$23K - $26K
|
300
$39.3K
|