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 |
|---|---|---|---|---|---|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
13,488
shares
|
$2.17 Million
0.06% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
13,282
shares
|
$2.14 Million
0.7% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
13,274
shares
|
$2.14 Million
0.02% of portfolio
|
Q1 2025
Added 168.81%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
13,203
shares
|
$2.13 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
13,053
shares
|
$2.1 Million
0.06% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
13,040
shares
|
$2.1 Million
0.55% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
12,969
shares
|
$2.09 Million
0.07% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
12,744
shares
|
$2.05 Million
0.02% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
12,740
shares
|
$2.05 Million
0.03% of portfolio
|
Q1 2025
Added 37.12%
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
12,713
shares
|
$2.05 Million
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
12,683
shares
|
$2.04 Million
0.05% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
12,547
shares
|
$2.02 Million
0.02% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
12,540
shares
|
$2.02 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
12,500
shares
|
$2.01 Million
0.05% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
12,340
shares
|
$1.99 Million
0.12% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
May 06, 2025 Q1 2025 |
12,242
shares
|
$1.97 Million
0.58% of portfolio
|
Q1 2025
Added 72.69%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
11,986
shares
|
$1.93 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
11,926
shares
|
$1.92 Million
2.02% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
11,752
shares
|
$1.89 Million
0.22% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Stance Capital LLC
Boston, MA |
May 16, 2025 Q1 2025 |
11,716
shares
|
$1.89 Million
1.33% of portfolio
|
Q1 2025
New holding
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
11,674
shares
|
$1.88 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
11,638
shares
|
$1.87 Million
1.81% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Quantessence Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,600
shares
|
$1.87 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
11,437
shares
|
$1.84 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
11,425
shares
|
$1.84 Million
0.25% of portfolio
|
Q4 2023
Added 2.56%
|