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 |
|---|---|---|---|---|---|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
15,765
shares
|
$2.54 Million
0.05% of portfolio
|
Q1 2025
Reduced 57.63%
|
|
|
Amf Tjanstepension Ab
|
Jul 22, 2025 Q2 2025 |
15,754
shares
|
$2.54 Million
0.02% of portfolio
|
Q2 2025
Reduced 81.03%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
15,328
shares
|
$2.47 Million
0.02% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Donoghue Forlines LLC
|
May 12, 2025 Q1 2025 |
15,281
shares
|
$2.46 Million
0.83% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
15,180
shares
|
$2.45 Million
0.01% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
15,080
shares
|
$2.43 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
15,066
shares
|
$2.43 Million
0.65% of portfolio
|
Q1 2025
Added 261.12%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
14,937
shares
|
$2.41 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
14,790
shares
|
$2.38 Million
0.03% of portfolio
|
Q1 2025
Added 31.75%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,781
shares
|
$2.38 Million
0.02% of portfolio
|
Q3 2023
Reduced 1.13%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
14,586
shares
|
$2.35 Million
0.7% of portfolio
|
Q1 2025
Reduced 12.05%
|
|
|
Denali Advisors LLC
|
May 05, 2025 Q1 2025 |
14,567
shares
|
$2.35 Million
0.26% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
14,407
shares
|
$2.32 Million
1.9% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
14,390
shares
|
$2.32 Million
0.08% of portfolio
|
Q2 2022
Added 3.1%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
14,370
shares
|
$2.31 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Bard Associates Inc
Chicago, IL |
May 09, 2025 Q1 2025 |
14,284
shares
|
$2.3 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
14,256
shares
|
$2.3 Million
0.31% of portfolio
|
Q4 2024
Reduced 37.98%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,208
shares
|
$2.29 Million
0.01% of portfolio
|
Q2 2023
Reduced 56.18%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
14,189
shares
|
$2.29 Million
0.11% of portfolio
|
Q1 2025
Added 176.05%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
14,158
shares
|
$2.28 Million
0.17% of portfolio
|
Q2 2025
Added 581.0%
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,873
shares
|
$2.23 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
13,829
shares
|
$2.23 Million
0.08% of portfolio
|
Q1 2025
Added 71.96%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
13,678
shares
|
$2.2 Million
0.13% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
13,532
shares
|
$2.18 Million
0.12% of portfolio
|
Q1 2025
Added 12.64%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
13,524
shares
|
$2.18 Million
0.26% of portfolio
|
Q2 2025
Reduced 6.24%
|