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 |
|---|---|---|---|---|---|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2025 Q2 2025 |
31,686
shares
|
$5.35 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
31,603
shares
|
$5.34 Million
0.01% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
31,600
shares
|
$5.34 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Ing Groep Nv
|
Aug 06, 2025 Q2 2025 |
31,542
shares
|
$5.33 Million
0.03% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
Cinctive Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
31,257
shares
|
$5.28 Million
0.27% of portfolio
|
Q2 2025
Reduced 36.06%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
31,248
shares
|
$5.28 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
30,857
shares
|
$5.21 Million
0.05% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
30,685
shares
|
$5.18 Million
0.89% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
30,592
shares
|
$5.17 Million
0.22% of portfolio
|
Q2 2025
Added 490.92%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
29,938
shares
|
$5.06 Million
0.1% of portfolio
|
Q2 2025
Reduced 22.91%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
29,260
shares
|
$4.94 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Ranger Global Real Estate Advisors, LLC
Denver, CO |
Nov 13, 2024 Q3 2024 |
28,717
shares
|
$4.85 Million
1.81% of portfolio
|
Q3 2024
New holding
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
28,702
shares
|
$4.85 Million
0.03% of portfolio
|
Q2 2025
Reduced 50.85%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
28,670
shares
|
$4.84 Million
0.04% of portfolio
|
Q2 2025
Added 25.37%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
28,504
shares
|
$4.81 Million
0.04% of portfolio
|
Q3 2024
Reduced 41.96%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Aug 14, 2025 Q2 2025 |
28,454
shares
|
$4.8 Million
0.49% of portfolio
|
Q2 2025
Added 32.91%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
27,997
shares
|
$4.73 Million
0.07% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
27,861
shares
|
$4.7 Million
0.05% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
27,756
shares
|
$4.69 Million
0.01% of portfolio
|
Q2 2025
Added 12.81%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
27,648
shares
|
$4.67 Million
0.14% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
27,594
shares
|
$4.66 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
27,574
shares
|
$4.66 Million
0.35% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
27,565
shares
|
$4.65 Million
0.8% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
27,559
shares
|
$4.65 Million
1.26% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
27,275
shares
|
$4.61 Million
2.34% of portfolio
|
Q2 2025
Reduced 2.22%
|