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 |
|---|---|---|---|---|---|
|
Tcw Group Inc
|
Aug 14, 2025 Q2 2025 |
87,347
shares
|
$14.7 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
87,073
shares
|
$14.7 Million
0.05% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
86,889
shares
|
$14.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 38.5%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
86,116
shares
|
$14.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
84,911
shares
|
$14.3 Million
0.01% of portfolio
|
Q2 2025
Added 115.75%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
84,905
shares
|
$14.3 Million
0.05% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
83,920
shares
|
$14.2 Million
0.09% of portfolio
|
Q2 2025
Added 13.23%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
81,819
shares
|
$13.8 Million
0.35% of portfolio
|
Q2 2025
Reduced 32.47%
|
|
|
Gsi Capital Advisors LLC
Newport Beach, CA |
May 15, 2025 Q1 2025 |
81,436
shares
|
$13.8 Million
6.81% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Tredje Ap Fonden
|
Aug 05, 2025 Q2 2025 |
81,421
shares
|
$13.7 Million
0.1% of portfolio
|
Q1 2024
Reduced 31.72%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
81,269
shares
|
$13.7 Million
0.06% of portfolio
|
Q2 2025
Added 32.85%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
81,170
shares
|
$13.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
80,889
shares
|
$13.7 Million
0.02% of portfolio
|
Q2 2025
Added 78.95%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
80,572
shares
|
$13.6 Million
0.49% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
80,227
shares
|
$13.5 Million
0.04% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
79,921
shares
|
$13.5 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
78,732
shares
|
$13.3 Million
0.04% of portfolio
|
Q2 2025
Added 18.53%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
78,041
shares
|
$13.2 Million
0.15% of portfolio
|
Q2 2025
Added 50.35%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
77,186
shares
|
$13 Million
0.03% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
76,869
shares
|
$13 Million
0.02% of portfolio
|
Q2 2025
Added 22.59%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
75,897
shares
|
$12.8 Million
1.3% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
75,888
shares
|
$12.8 Million
0.14% of portfolio
|
Q2 2025
Added 15.65%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
75,297
shares
|
$12.7 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Dupont Capital Management Corp
|
Jul 30, 2025 Q2 2025 |
73,736
shares
|
$12.5 Million
1.24% of portfolio
|
Q1 2025
Added 29.75%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
72,677
shares
|
$12.3 Million
0.39% of portfolio
|
Q3 2022
Reduced 3.24%
|