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 $76.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
19,722
shares
|
$2.73 Million
0.04% of portfolio
|
Q3 2024
Added 35.17%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
19,630
shares
|
$2.71 Million
0.07% of portfolio
|
Q3 2023
Added 4.49%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
19,617
shares
|
$2.71 Million
0.01% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
19,616
shares
|
$2.71 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Grs Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,527
shares
|
$2.7 Million
0.26% of portfolio
|
Q3 2024
Reduced 94.07%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
19,263
shares
|
$2.66 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
19,259
shares
|
$2.66 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,140
shares
|
$2.64 Million
0.16% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
19,138
shares
|
$2.64 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
19,109
shares
|
$2.64 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
18,875
shares
|
$2.61 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
18,699
shares
|
$2.58 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
18,618
shares
|
$2.57 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
18,607
shares
|
$2.57 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
18,474
shares
|
$2.55 Million
0.07% of portfolio
|
Q3 2024
Added 93.77%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
18,341
shares
|
$2.53 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
18,301
shares
|
$2.53 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
18,108
shares
|
$2.5 Million
0.7% of portfolio
|
Q4 2022
Reduced 6.39%
|
|
|
Everence Capital Management Inc
|
Oct 21, 2024 Q3 2024 |
17,680
shares
|
$2.44 Million
0.14% of portfolio
|
Q4 2023
Added 30.58%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
17,636
shares
|
$2.44 Million
0.1% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
17,422
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2024
Added 86.59%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
17,220
shares
|
$2.38 Million
0.32% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
17,134
shares
|
$2.37 Million
0.15% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
17,118
shares
|
$2.37 Million
0.02% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
17,017
shares
|
$2.35 Million
0.07% of portfolio
|
Q3 2024
Added 39.36%
|