Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,409 institutions that hold shares in the stock, with a total of 623 Million shares, which have been reported (via 13F filing form) to have a value of $105 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
104,512
shares
|
$17.6 Million
1.0% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
103,747
shares
|
$17.5 Million
0.01% of portfolio
|
Q2 2025
Added 27.63%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
103,637
shares
|
$17.5 Million
0.17% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
102,884
shares
|
$17.4 Million
0.03% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Aug 14, 2025 Q2 2025 |
102,022
shares
|
$17.2 Million
0.1% of portfolio
|
Q2 2025
Reduced 14.33%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
101,657
shares
|
$17.2 Million
0.29% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
100,173
shares
|
$16.9 Million
0.68% of portfolio
|
Q2 2025
Added 14.42%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Aug 13, 2025 Q2 2025 |
100,000
shares
|
$16.9 Million
0.25% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
99,572
shares
|
$16.8 Million
0.02% of portfolio
|
Q2 2025
Added 38.88%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
99,520
shares
|
$16.8 Million
0.09% of portfolio
|
Q2 2025
Added 39.16%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
99,421
shares
|
$16.8 Million
0.14% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Jul 30, 2025 Q2 2025 |
98,629
shares
|
$16.7 Million
1.37% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
96,728
shares
|
$16.3 Million
0.03% of portfolio
|
Q2 2025
Added 35.42%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
95,521
shares
|
$16.1 Million
0.03% of portfolio
|
Q2 2025
Added 55.63%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
95,415
shares
|
$16.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 36.05%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
93,970
shares
|
$15.9 Million
0.02% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
93,347
shares
|
$15.8 Million
0.14% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
92,615
shares
|
$15.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
92,095
shares
|
$15.6 Million
0.02% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
90,200
shares
|
$15.2 Million
0.1% of portfolio
|
Q1 2024
Added 13.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
90,007
shares
|
$15.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
89,430
shares
|
$15.1 Million
0.97% of portfolio
|
Q2 2025
Added 9.56%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
88,696
shares
|
$15 Million
0.52% of portfolio
|
Q2 2025
Reduced 20.39%
|
|
|
Dld Asset Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
87,950
shares
|
$14.9 Million
3.28% of portfolio
|
Q2 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
87,813
shares
|
$14.8 Million
0.12% of portfolio
|
Q2 2025
Added 5.53%
|