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 $76.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
10,538
shares
|
$1.46 Million
0.51% of portfolio
|
Q2 2024
Added 915.22%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
10,316
shares
|
$1.43 Million
0.09% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
10,236
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
10,195
shares
|
$1.41 Million
0.14% of portfolio
|
Q4 2022
Added 4.57%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
10,195
shares
|
$1.41 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
10,094
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
10,068
shares
|
$1.39 Million
0.19% of portfolio
|
Q3 2024
Added 252.89%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2024 Q3 2024 |
10,000
shares
|
$1.38 Million
0.11% of portfolio
|
Q3 2017
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
9,826
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
9,747
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Oct 07, 2024 Q3 2024 |
9,743
shares
|
$1.35 Million
0.14% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,737
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
9,617
shares
|
$1.33 Million
0.09% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
9,573
shares
|
$1.32 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
9,409
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Greenland Capital Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
9,400
shares
|
$1.3 Million
0.15% of portfolio
|
Q3 2024
Reduced 53.92%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
9,336
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Added 17.36%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
9,083
shares
|
$1.26 Million
0.12% of portfolio
|
Q3 2024
Added 31.98%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
9,079
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
9,063
shares
|
$1.25 Million
0.58% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
9,034
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
8,984
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
8,927
shares
|
$1.23 Million
0.18% of portfolio
|
Q3 2024
Reduced 18.4%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
8,907
shares
|
$1.23 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
8,900
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
New holding
|