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 |
|---|---|---|---|---|---|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
45,831
shares
|
$7.74 Million
0.08% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
45,447
shares
|
$7.67 Million
0.03% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
44,486
shares
|
$7.51 Million
0.02% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Callahan Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
44,398
shares
|
$7.5 Million
0.64% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
44,309
shares
|
$7.48 Million
0.35% of portfolio
|
Q2 2025
Reduced 16.25%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
43,740
shares
|
$7.39 Million
0.11% of portfolio
|
Q2 2025
Added 134.88%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
43,403
shares
|
$7.33 Million
0.03% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
43,225
shares
|
$7.3 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
43,053
shares
|
$7.27 Million
0.84% of portfolio
|
Q3 2023
Added 4.13%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
43,032
shares
|
$7.27 Million
0.04% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
43,021
shares
|
$7.26 Million
0.83% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Triasima Portfolio Management Inc.
|
Jul 23, 2025 Q2 2025 |
42,449
shares
|
$7.17 Million
1.4% of portfolio
|
Q2 2025
Added 14.39%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
42,419
shares
|
$7.16 Million
0.03% of portfolio
|
Q2 2025
Reduced 54.27%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
42,264
shares
|
$7.14 Million
0.15% of portfolio
|
Q2 2025
Reduced 61.7%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
42,164
shares
|
$7.12 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
42,018
shares
|
$7.09 Million
0.06% of portfolio
|
Q2 2025
Reduced 78.37%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
42,012
shares
|
$7.09 Million
0.4% of portfolio
|
Q3 2022
Added 2.21%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
41,894
shares
|
$7.07 Million
0.55% of portfolio
|
Q1 2025
Added 55.72%
|
|
|
Tekla Capital Management LLC
|
Aug 10, 2023 Q2 2023 |
41,484
shares
|
$7 Million
0.13% of portfolio
|
Q3 2022
Reduced 79.57%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Aug 14, 2025 Q2 2025 |
41,115
shares
|
$6.94 Million
1.23% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
40,989
shares
|
$6.92 Million
1.71% of portfolio
|
Q2 2025
Added 36.37%
|
|
|
Achmea Investment Management B.V.
|
Aug 06, 2025 Q2 2025 |
40,779
shares
|
$6.89 Million
0.08% of portfolio
|
Q2 2025
Added 84.02%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
40,064
shares
|
$6.76 Million
0.23% of portfolio
|
Q2 2025
Added 20.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
39,987
shares
|
$6.75 Million
0.02% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
39,932
shares
|
$6.74 Million
0.21% of portfolio
|
Q2 2025
Added 33.4%
|