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 |
|---|---|---|---|---|---|
|
Red Cedar Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
14,985
shares
|
$2.53 Million
0.3% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
14,937
shares
|
$2.52 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Illinois Municipal Retirement Fund
|
Aug 07, 2025 Q2 2025 |
14,927
shares
|
$2.52 Million
0.03% of portfolio
|
Q2 2025
Reduced 27.86%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
14,841
shares
|
$2.51 Million
0.23% of portfolio
|
Q2 2025
Added 343.54%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,781
shares
|
$2.5 Million
0.02% of portfolio
|
Q3 2023
Reduced 1.13%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
14,689
shares
|
$2.48 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
14,589
shares
|
$2.46 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
14,586
shares
|
$2.46 Million
0.7% of portfolio
|
Q1 2025
Reduced 12.05%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
14,420
shares
|
$2.43 Million
0.14% of portfolio
|
Q2 2025
Reduced 14.67%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
14,407
shares
|
$2.43 Million
1.9% of portfolio
|
Q3 2022
New holding
|
|
|
Denali Advisors LLC
|
Jul 30, 2025 Q2 2025 |
14,396
shares
|
$2.43 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
14,390
shares
|
$2.43 Million
0.08% of portfolio
|
Q2 2022
Added 3.1%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
14,370
shares
|
$2.43 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Greenland Capital Management LP
New York, NY |
Aug 11, 2025 Q2 2025 |
14,290
shares
|
$2.41 Million
0.23% of portfolio
|
Q2 2025
Reduced 22.56%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
14,218
shares
|
$2.4 Million
0.16% of portfolio
|
Q2 2025
Added 290.18%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,208
shares
|
$2.4 Million
0.01% of portfolio
|
Q2 2023
Reduced 56.18%
|
|
|
Bard Associates Inc
Chicago, IL |
Aug 05, 2025 Q2 2025 |
14,194
shares
|
$2.4 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
14,158
shares
|
$2.39 Million
0.17% of portfolio
|
Q2 2025
Added 581.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
13,894
shares
|
$2.35 Million
0.02% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
13,816
shares
|
$2.33 Million
0.11% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
13,768
shares
|
$2.32 Million
0.18% of portfolio
|
Q2 2025
Added 27.67%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
13,678
shares
|
$2.31 Million
0.13% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
13,524
shares
|
$2.28 Million
0.26% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
13,203
shares
|
$2.23 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
13,120
shares
|
$2.22 Million
0.12% of portfolio
|
Q2 2025
New holding
|