Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,377 institutions that hold shares in the stock, with a total of 582 Million shares, which have been reported (via 13F filing form) to have a value of $93.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
21,100
shares
|
$3.4 Million
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
21,042
shares
|
$3.39 Million
1.09% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
20,814
shares
|
$3.35 Million
0.01% of portfolio
|
Q4 2022
Reduced 20.74%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
20,802
shares
|
$3.35 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
20,691
shares
|
$3.33 Million
0.05% of portfolio
|
Q4 2024
Added 53.65%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
20,408
shares
|
$3.29 Million
0.0% of portfolio
|
Q1 2025
Added 193.34%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
20,396
shares
|
$3.29 Million
2.45% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
20,343
shares
|
$3.28 Million
0.04% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
20,280
shares
|
$3.27 Million
0.06% of portfolio
|
Q1 2025
Reduced 18.97%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
20,194
shares
|
$3.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
20,180
shares
|
$3.25 Million
0.12% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
19,914
shares
|
$3.21 Million
0.59% of portfolio
|
Q4 2022
Reduced 0.19%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
19,630
shares
|
$3.16 Million
0.07% of portfolio
|
Q3 2023
Added 4.49%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
19,590
shares
|
$3.16 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
19,532
shares
|
$3.15 Million
0.07% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Jun 06, 2025 Q1 2025 |
19,502
shares
|
$3.14 Million
0.31% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
19,377
shares
|
$3.12 Million
0.05% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
19,293
shares
|
$3.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
19,245
shares
|
$3.1 Million
0.73% of portfolio
|
Q2 2025
Added 45.62%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
19,170
shares
|
$3.09 Million
0.34% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
18,976
shares
|
$3.06 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
18,849
shares
|
$3.04 Million
0.09% of portfolio
|
Q1 2025
Added 88.68%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
18,699
shares
|
$3.01 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
18,622
shares
|
$3 Million
0.08% of portfolio
|
Q1 2025
Added 29.17%
|
|
|
Greenland Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
18,454
shares
|
$2.97 Million
0.34% of portfolio
|
Q1 2025
New holding
|