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 |
|---|---|---|---|---|---|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 09, 2024 Q3 2024 |
23,384
shares
|
$3.25 Million
0.03% of portfolio
|
Q3 2024
Reduced 22.73%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 30, 2024 Q3 2024 |
22,986
shares
|
$3.19 Million
0.37% of portfolio
|
Q3 2024
Added 208.99%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
22,927
shares
|
$3.19 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
22,585
shares
|
$3.14 Million
0.04% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
22,404
shares
|
$3.11 Million
0.22% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
22,357
shares
|
$3.11 Million
0.14% of portfolio
|
Q4 2022
Added 11.65%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
22,075
shares
|
$3.07 Million
0.13% of portfolio
|
Q3 2022
Added 105.48%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
21,636
shares
|
$3.01 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
21,504
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
21,331
shares
|
$2.96 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
21,016
shares
|
$2.92 Million
0.03% of portfolio
|
Q3 2024
Added 46.18%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
20,997
shares
|
$2.92 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
20,919
shares
|
$2.91 Million
0.15% of portfolio
|
Q3 2024
Added 18.63%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
20,814
shares
|
$2.89 Million
0.01% of portfolio
|
Q4 2022
Reduced 20.74%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2024 Q3 2024 |
20,642
shares
|
$2.87 Million
0.29% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Assenagon Asset Management S.A.
|
Oct 23, 2024 Q3 2024 |
20,566
shares
|
$2.86 Million
0.01% of portfolio
|
Q3 2024
Added 19.35%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
20,404
shares
|
$2.84 Million
0.01% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
20,263
shares
|
$2.82 Million
0.05% of portfolio
|
Q3 2024
Reduced 26.08%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
20,201
shares
|
$2.81 Million
0.25% of portfolio
|
Q3 2024
Reduced 30.74%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
20,066
shares
|
$2.79 Million
0.06% of portfolio
|
Q3 2024
Reduced 32.99%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,979
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2024
Added 134.5%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
19,914
shares
|
$2.77 Million
0.59% of portfolio
|
Q4 2022
Reduced 0.19%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
19,903
shares
|
$2.77 Million
0.05% of portfolio
|
Q3 2024
Added 269.81%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
19,816
shares
|
$2.75 Million
0.06% of portfolio
|
Q3 2024
Added 57.07%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Nov 06, 2024 Q3 2024 |
19,795
shares
|
$2.75 Million
0.24% of portfolio
|
Q3 2024
Reduced 17.5%
|