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 |
|---|---|---|---|---|---|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
22,780
shares
|
$3.85 Million
0.21% of portfolio
|
Q2 2025
Added 125.34%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
22,754
shares
|
$3.84 Million
0.01% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2025 Q2 2025 |
22,505
shares
|
$3.8 Million
0.68% of portfolio
|
Q2 2025
Reduced 17.91%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jul 31, 2025 Q2 2025 |
22,470
shares
|
$3.79 Million
0.37% of portfolio
|
Q2 2025
Added 101.78%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
22,464
shares
|
$3.79 Million
0.01% of portfolio
|
Q2 2025
Added 47.98%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
22,357
shares
|
$3.77 Million
0.14% of portfolio
|
Q4 2022
Added 11.65%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
22,265
shares
|
$3.76 Million
0.13% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
22,075
shares
|
$3.73 Million
0.13% of portfolio
|
Q3 2022
Added 105.48%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
22,041
shares
|
$3.72 Million
0.14% of portfolio
|
Q2 2025
Reduced 15.83%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
21,846
shares
|
$3.69 Million
0.75% of portfolio
|
Q2 2025
Reduced 44.99%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
21,716
shares
|
$3.67 Million
0.24% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
21,513
shares
|
$3.63 Million
0.08% of portfolio
|
Q2 2025
Added 14.13%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,217
shares
|
$3.58 Million
0.04% of portfolio
|
Q1 2025
Added 19.78%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
21,102
shares
|
$3.56 Million
1.49% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
21,100
shares
|
$3.56 Million
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
20,957
shares
|
$3.54 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
20,880
shares
|
$3.53 Million
0.02% of portfolio
|
Q2 2025
Added 243.76%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
20,814
shares
|
$3.51 Million
0.01% of portfolio
|
Q4 2022
Reduced 20.74%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Aug 11, 2025 Q2 2025 |
20,642
shares
|
$3.49 Million
0.31% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
20,350
shares
|
$3.44 Million
0.02% of portfolio
|
Q2 2025
Reduced 20.63%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
20,204
shares
|
$3.41 Million
2.34% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
20,194
shares
|
$3.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
|
Bleichroeder LP
New York, NY |
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$3.38 Million
0.97% of portfolio
|
Q2 2025
New holding
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
19,914
shares
|
$3.36 Million
0.59% of portfolio
|
Q4 2022
Reduced 0.19%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
19,820
shares
|
$3.35 Million
0.05% of portfolio
|
Q2 2025
Added 2.29%
|