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 |
|---|---|---|---|---|---|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
14,390
shares
|
$2 Million
0.08% of portfolio
|
Q2 2022
Added 3.1%
|
|
|
Bard Associates Inc
Chicago, IL |
Nov 06, 2024 Q3 2024 |
14,384
shares
|
$2 Million
0.69% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
14,381
shares
|
$2 Million
0.03% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
14,364
shares
|
$2 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,208
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2023
Reduced 56.18%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
13,823
shares
|
$1.92 Million
0.11% of portfolio
|
Q3 2024
Added 75.71%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
13,800
shares
|
$1.92 Million
0.05% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
13,673
shares
|
$1.9 Million
0.1% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
13,546
shares
|
$1.88 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
13,466
shares
|
$1.87 Million
0.02% of portfolio
|
Q2 2024
Reduced 78.45%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
13,422
shares
|
$1.87 Million
1.06% of portfolio
|
Q3 2024
Added 478.29%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
13,350
shares
|
$1.86 Million
0.05% of portfolio
|
Q3 2024
Added 27.67%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,310
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 88.23%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
13,183
shares
|
$1.83 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
13,158
shares
|
$1.83 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
13,097
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2024
Added 13.34%
|
|
|
Easterly Investment Partners LLC
|
Nov 01, 2024 Q3 2024 |
13,012
shares
|
$1.81 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
12,992
shares
|
$1.81 Million
0.03% of portfolio
|
Q3 2024
Added 135.58%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
12,932
shares
|
$1.8 Million
1.6% of portfolio
|
Q3 2024
Reduced 14.06%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
12,864
shares
|
$1.79 Million
0.92% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
12,823
shares
|
$1.78 Million
0.14% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
12,790
shares
|
$1.78 Million
0.05% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
12,361
shares
|
$1.72 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
12,222
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Added 37.76%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
12,167
shares
|
$1.69 Million
1.55% of portfolio
|
Q3 2024
Reduced 1.72%
|