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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
19,725
shares
|
$3.33 Million
0.06% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
19,681
shares
|
$3.32 Million
0.01% of portfolio
|
Q2 2025
Added 80.54%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
19,630
shares
|
$3.31 Million
0.07% of portfolio
|
Q3 2023
Added 4.49%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
19,573
shares
|
$3.3 Million
0.14% of portfolio
|
Q2 2025
Added 77.89%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
19,530
shares
|
$3.3 Million
0.02% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
19,245
shares
|
$3.25 Million
0.73% of portfolio
|
Q2 2025
Added 45.62%
|
|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
19,185
shares
|
$3.24 Million
0.32% of portfolio
|
Q2 2025
Added 77.84%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
19,170
shares
|
$3.24 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
|
$3.2 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
18,944
shares
|
$3.2 Million
0.18% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
18,699
shares
|
$3.16 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
18,698
shares
|
$3.16 Million
0.02% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
18,611
shares
|
$3.14 Million
0.21% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Impax Asset Management Group PLC
|
Aug 08, 2025 Q2 2025 |
18,416
shares
|
$3.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 26.3%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
18,341
shares
|
$3.1 Million
0.11% of portfolio
|
Q2 2025
Added 558.8%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
18,108
shares
|
$3.06 Million
0.7% of portfolio
|
Q4 2022
Reduced 6.39%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
17,929
shares
|
$3.03 Million
0.08% of portfolio
|
Q2 2025
Reduced 37.55%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Aug 26, 2025 Q2 2025 |
17,911
shares
|
$3.02 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
17,900
shares
|
$3.02 Million
0.06% of portfolio
|
Q2 2025
Reduced 32.2%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
17,833
shares
|
$3.01 Million
0.04% of portfolio
|
Q2 2025
Reduced 42.24%
|
|
|
Wahed Invest LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
17,811
shares
|
$3.01 Million
0.44% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
17,353
shares
|
$2.93 Million
0.08% of portfolio
|
Q2 2025
Reduced 14.43%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
17,206
shares
|
$2.91 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
17,178
shares
|
$2.9 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
17,145
shares
|
$2.89 Million
0.01% of portfolio
|
Q2 2025
Added 78.19%
|