Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,381 institutions that hold shares in the stock, with a total of 583 Million shares, which have been reported (via 13F filing form) to have a value of $94.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
81,288
shares
|
$13.1 Million
0.01% of portfolio
|
Q1 2025
Added 387.46%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
80,572
shares
|
$13 Million
0.49% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
79,925
shares
|
$12.9 Million
0.05% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
79,921
shares
|
$12.9 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
77,186
shares
|
$12.5 Million
0.03% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
76,026
shares
|
$12.3 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
75,975
shares
|
$12.3 Million
0.03% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
75,908
shares
|
$12.3 Million
0.24% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
75,897
shares
|
$12.2 Million
1.3% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
74,115
shares
|
$12 Million
0.09% of portfolio
|
Q1 2025
Added 22.28%
|
|
|
Dupont Capital Management Corp
|
Apr 21, 2025 Q1 2025 |
73,736
shares
|
$11.9 Million
1.27% of portfolio
|
Q1 2025
Added 29.75%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
72,677
shares
|
$11.7 Million
0.39% of portfolio
|
Q3 2022
Reduced 3.24%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
71,695
shares
|
$11.6 Million
0.01% of portfolio
|
Q1 2025
Added 130.81%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
71,515
shares
|
$11.5 Million
0.1% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
71,430
shares
|
$11.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.02%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
70,878
shares
|
$11.4 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Sarasin & Partners LLP
|
Jul 09, 2025 Q2 2025 |
69,559
shares
|
$11.2 Million
0.11% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
68,748
shares
|
$11.1 Million
1.21% of portfolio
|
Q2 2025
Added 16.4%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
68,539
shares
|
$11.1 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
66,932
shares
|
$10.8 Million
0.02% of portfolio
|
Q1 2025
Added 1105.98%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
66,426
shares
|
$10.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 14.67%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
66,285
shares
|
$10.7 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Fred Alger Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
66,177
shares
|
$10.7 Million
0.06% of portfolio
|
Q1 2025
Added 22.46%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
65,619
shares
|
$10.6 Million
0.15% of portfolio
|
Q1 2025
Added 11.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
64,723
shares
|
$10.4 Million
0.02% of portfolio
|
Q4 2024
Added 17.0%
|