Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,155 institutions that hold shares in the stock, with a total of 548 Million shares, which have been reported (via 13F filing form) to have a value of $76.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
28,373
shares
|
$3.94 Million
0.16% of portfolio
|
Q3 2024
Added 67.23%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
27,918
shares
|
$3.88 Million
0.29% of portfolio
|
Q3 2024
Reduced 14.69%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
27,838
shares
|
$3.87 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
27,780
shares
|
$3.86 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
27,200
shares
|
$3.78 Million
0.04% of portfolio
|
Q2 2023
Added 22.22%
|
|
|
Ing Groep Nv
|
Nov 06, 2024 Q3 2024 |
27,191
shares
|
$3.78 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
27,183
shares
|
$3.78 Million
0.08% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 15, 2024 Q3 2024 |
26,448
shares
|
$3.68 Million
0.47% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
26,400
shares
|
$3.67 Million
0.06% of portfolio
|
Q3 2024
Reduced 20.22%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
26,217
shares
|
$3.64 Million
0.23% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
26,053
shares
|
$3.62 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
26,004
shares
|
$3.61 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Nov 12, 2024 Q3 2024 |
25,500
shares
|
$3.54 Million
0.04% of portfolio
|
Q4 2023
Reduced 30.14%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2024 Q3 2024 |
25,413
shares
|
$3.53 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
25,400
shares
|
$3.53 Million
1.91% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
25,342
shares
|
$3.52 Million
0.06% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
25,203
shares
|
$3.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
25,099
shares
|
$3.49 Million
0.07% of portfolio
|
Q3 2022
Added 2.22%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Oct 28, 2024 Q3 2024 |
25,027
shares
|
$3.48 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
24,200
shares
|
$3.36 Million
0.09% of portfolio
|
Q3 2024
Added 25.21%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
24,160
shares
|
$3.36 Million
0.44% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 23, 2024 Q3 2024 |
24,054
shares
|
$3.34 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
23,750
shares
|
$3.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
23,744
shares
|
$3.3 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
23,554
shares
|
$3.27 Million
0.01% of portfolio
|
Q3 2024
Added 129.59%
|