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 |
|---|---|---|---|---|---|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
51,906
shares
|
$8.38 Million
0.15% of portfolio
|
Q1 2025
Added 63.93%
|
|
|
Woodline Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
51,324
shares
|
$8.28 Million
0.05% of portfolio
|
Q1 2025
Added 45.08%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
51,270
shares
|
$8.27 Million
1.11% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
49,912
shares
|
$8.06 Million
0.01% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
49,628
shares
|
$8.01 Million
0.1% of portfolio
|
Q1 2025
Added 259.49%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
49,532
shares
|
$7.99 Million
0.02% of portfolio
|
Q1 2025
Reduced 71.41%
|
|
|
Cinctive Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
48,884
shares
|
$7.89 Million
0.61% of portfolio
|
Q1 2025
Reduced 43.38%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
48,782
shares
|
$7.87 Million
0.19% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
48,480
shares
|
$7.82 Million
0.02% of portfolio
|
Q1 2025
Reduced 21.52%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
48,348
shares
|
$7.8 Million
0.01% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
47,731
shares
|
$7.7 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
47,362
shares
|
$7.64 Million
0.31% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Windward Capital Management CO
|
May 13, 2025 Q1 2025 |
47,269
shares
|
$7.63 Million
0.68% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
46,318
shares
|
$7.48 Million
0.03% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
45,201
shares
|
$7.3 Million
0.01% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
44,952
shares
|
$7.26 Million
0.08% of portfolio
|
Q1 2025
Added 896.94%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
44,900
shares
|
$7.25 Million
0.21% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
44,563
shares
|
$7.19 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
43,260
shares
|
$6.98 Million
0.02% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
43,122
shares
|
$6.96 Million
0.02% of portfolio
|
Q1 2025
Reduced 65.65%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
43,053
shares
|
$6.95 Million
0.84% of portfolio
|
Q3 2023
Added 4.13%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
42,995
shares
|
$6.94 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Callahan Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
42,723
shares
|
$6.9 Million
0.65% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
42,655
shares
|
$6.88 Million
0.03% of portfolio
|
Q1 2025
Reduced 62.15%
|
|
|
Triasima Portfolio Management Inc.
|
Jul 23, 2025 Q2 2025 |
42,449
shares
|
$6.85 Million
1.4% of portfolio
|
Q2 2025
Added 14.39%
|