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 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
11.9MNew |
$1.47B - $1.66B
|
11.9M
$1.63B
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
635KNew |
$78.2M - $88.5M
|
635K
$86.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
325K+ 28.15% |
$40M - $45.2M
|
1.48M
$202M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
192K+ 6.6% |
$23.7M - $26.8M
|
3.11M
$424M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
175K+ 78.72% |
$21.5M - $24.3M
|
397K
$54.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
112K+ 185.11% |
$13.8M - $15.7M
|
173K
$23.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
91.5K+ 52.65% |
$11.3M - $12.7M
|
265K
$36.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
66.1KNew |
$8.14M - $9.21M
|
66.1K
$9.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
63.4K+ 5.35% |
$7.8M - $8.83M
|
1.25M
$170M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
61.1KNew |
$7.52M - $8.51M
|
61.1K
$8.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Dupont Capital Management Corp
|
BUY
|
- |
56.8KNew |
$7M - $7.92M
|
56.8K
$7.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
51.4KNew |
$6.33M - $7.16M
|
51.4K
$7.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
36.2K+ 3.27% |
$4.46M - $5.04M
|
1.14M
$156M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
26.5K+ 29.41% |
$3.27M - $3.7M
|
117K
$15.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
26.1K+ 1.99% |
$3.22M - $3.64M
|
1.34M
$183M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25.9KNew |
$3.19M - $3.61M
|
25.9K
$3.54M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
23.6K+ 3.17% |
$2.91M - $3.29M
|
767K
$105M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
23.5K+ 688.02% |
$2.89M - $3.27M
|
26.9K
$3.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
20.6KNew |
$2.53M - $2.87M
|
20.6K
$2.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
19.6K+ 10.36% |
$2.41M - $2.73M
|
209K
$28.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
16.6KNew |
$2.05M - $2.31M
|
16.6K
$2.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
12.7K+ 94.55% |
$1.56M - $1.77M
|
26.1K
$3.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
12.6K+ 13.96% |
$1.55M - $1.75M
|
103K
$14M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
12KNew |
$1.48M - $1.67M
|
12K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
10.4K+ 8.8% |
$1.28M - $1.45M
|
128K
$17.5M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
9.31K+ 2.61% |
$1.15M - $1.3M
|
366K
$50M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
9.19KNew |
$1.13M - $1.28M
|
9.19K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
8.48K+ 35.72% |
$1.04M - $1.18M
|
32.2K
$4.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.05K+ 139.25% |
$991K - $1.12M
|
13.8K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
7.3KNew |
$899K - $1.02M
|
7.3K
$996K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
6.92KNew |
$851K - $963K
|
6.92K
$944K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
6.74K+ 1.47% |
$830K - $939K
|
464K
$63.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
6.51KNew |
$801K - $906K
|
6.51K
$888K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.59KNew |
$688K - $779K
|
5.59K
$763K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.57K+ 3.63% |
$686K - $776K
|
159K
$21.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.5K+ 6.5% |
$676K - $765K
|
90K
$12.3M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
4.62K+ 19.21% |
$569K - $644K
|
28.7K
$3.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.49K+ 22.38% |
$553K - $626K
|
24.6K
$3.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
4.4K+ 2.89% |
$542K - $613K
|
157K
$21.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
4.17KNew |
$514K - $581K
|
4.17K
$569K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.06KNew |
$500K - $566K
|
4.06K
$554K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.45KNew |
$425K - $481K
|
3.45K
$471K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.95K+ 536.18% |
$363K - $411K
|
3.5K
$478K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.82K+ 45.92% |
$348K - $393K
|
8.97K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
2.45KNew |
$302K - $341K
|
2.45K
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.27K+ 6.86% |
$280K - $317K
|
35.4K
$4.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.25K+ 20.08% |
$277K - $313K
|
13.5K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.22KNew |
$273K - $309K
|
2.22K
$302K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.07KNew |
$255K - $289K
|
2.07K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.07KNew |
$255K - $289K
|
2.07K
$283K
|