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 |
|---|---|---|---|---|---|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
18,108
shares
|
$2.92 Million
0.7% of portfolio
|
Q4 2022
Reduced 6.39%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
18,059
shares
|
$2.91 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
May 09, 2025 Q1 2025 |
18,027
shares
|
$2.9 Million
1.04% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
17,929
shares
|
$2.89 Million
0.08% of portfolio
|
Q2 2025
Reduced 37.55%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
17,926
shares
|
$2.89 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
17,616
shares
|
$2.84 Million
0.06% of portfolio
|
Q1 2025
Reduced 27.37%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
17,424
shares
|
$2.81 Million
0.21% of portfolio
|
Q1 2025
Added 256.03%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
17,323
shares
|
$2.79 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
17,178
shares
|
$2.77 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
17,071
shares
|
$2.75 Million
0.02% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
16,982
shares
|
$2.74 Million
0.11% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
16,900
shares
|
$2.72 Million
0.18% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
16,704
shares
|
$2.69 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
16,586
shares
|
$2.67 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
16,512
shares
|
$2.66 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
16,495
shares
|
$2.66 Million
0.66% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
16,434
shares
|
$2.65 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
16,375
shares
|
$2.64 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
16,316
shares
|
$2.63 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
16,280
shares
|
$2.62 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
16,079
shares
|
$2.59 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Wahed Invest LLC
New York, NY |
May 13, 2025 Q1 2025 |
16,002
shares
|
$2.58 Million
0.44% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
15,959
shares
|
$2.57 Million
0.24% of portfolio
|
Q1 2025
Added 73.71%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
15,924
shares
|
$2.57 Million
0.04% of portfolio
|
Q1 2025
Added 13.51%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
May 12, 2025 Q1 2025 |
15,803
shares
|
$2.55 Million
0.1% of portfolio
|
Q1 2025
Added 560.11%
|