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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
17,071
shares
|
$2.88 Million
0.02% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
17,019
shares
|
$2.87 Million
0.57% of portfolio
|
Q2 2025
Added 12.96%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
16,982
shares
|
$2.87 Million
0.11% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
16,886
shares
|
$2.85 Million
0.11% of portfolio
|
Q2 2025
Added 19.01%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
16,764
shares
|
$2.83 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
16,586
shares
|
$2.8 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
16,586
shares
|
$2.8 Million
0.43% of portfolio
|
Q2 2025
Reduced 24.48%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
16,495
shares
|
$2.79 Million
0.66% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
16,434
shares
|
$2.77 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
16,428
shares
|
$2.77 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
16,380
shares
|
$2.77 Million
0.04% of portfolio
|
Q2 2025
Added 114.79%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Aug 06, 2025 Q2 2025 |
16,345
shares
|
$2.76 Million
0.04% of portfolio
|
Q2 2025
Reduced 86.7%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
16,280
shares
|
$2.75 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
16,070
shares
|
$2.71 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Stance Capital LLC
Boston, MA |
Aug 22, 2025 Q2 2025 |
15,992
shares
|
$2.7 Million
0.92% of portfolio
|
Q2 2025
Added 36.5%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
15,959
shares
|
$2.69 Million
0.24% of portfolio
|
Q1 2025
Added 73.71%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
15,785
shares
|
$2.67 Million
0.09% of portfolio
|
Q2 2025
Added 14.14%
|
|
|
Amf Tjanstepension Ab
|
Jul 22, 2025 Q2 2025 |
15,754
shares
|
$2.66 Million
0.02% of portfolio
|
Q2 2025
Reduced 81.03%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
15,687
shares
|
$2.65 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
15,600
shares
|
$2.63 Million
0.06% of portfolio
|
Q2 2025
Added 24.8%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
15,477
shares
|
$2.61 Million
0.03% of portfolio
|
Q2 2025
Reduced 23.92%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Aug 14, 2025 Q2 2025 |
15,170
shares
|
$2.56 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
15,137
shares
|
$2.56 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Aug 14, 2025 Q2 2025 |
15,128
shares
|
$2.55 Million
1.65% of portfolio
|
Q2 2025
Added 478.29%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
15,085
shares
|
$2.55 Million
0.01% of portfolio
|
Q2 2025
Added 40.12%
|