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 |
|---|---|---|---|---|---|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
12,000
shares
|
$1.67 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
11,995
shares
|
$1.67 Million
0.09% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
11,891
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
11,752
shares
|
$1.63 Million
0.22% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
11,719
shares
|
$1.63 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
11,693
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
11,666
shares
|
$1.62 Million
0.16% of portfolio
|
Q3 2024
Reduced 28.31%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
11,643
shares
|
$1.62 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
11,582
shares
|
$1.61 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
11,580
shares
|
$1.61 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
11,425
shares
|
$1.59 Million
0.25% of portfolio
|
Q4 2023
Added 2.56%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
11,286
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
11,241
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2024
Reduced 47.18%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
11,206
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
11,172
shares
|
$1.55 Million
0.03% of portfolio
|
Q4 2022
Reduced 9.85%
|
|
|
Denali Advisors LLC
|
Nov 13, 2024 Q3 2024 |
11,148
shares
|
$1.55 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
11,130
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Added 20.01%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
11,049
shares
|
$1.54 Million
0.05% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,983
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
10,935
shares
|
$1.52 Million
0.56% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
10,823
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2022
Added 12.63%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,761
shares
|
$1.5 Million
0.03% of portfolio
|
Q4 2023
Added 3.93%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
10,700
shares
|
$1.49 Million
0.06% of portfolio
|
Q3 2023
Reduced 20.15%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,662
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
10,610
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
Added 57.12%
|