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 $76.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,815
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 53.38%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
8,790
shares
|
$1.22 Million
0.22% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
8,776
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
8,754
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
8,689
shares
|
$1.21 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
8,629
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Added 19.85%
|
|
|
American Assets Capital Advisers, LLC
|
Nov 05, 2024 Q3 2024 |
8,612
shares
|
$1.2 Million
0.4% of portfolio
|
Q3 2024
Reduced 11.7%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,609
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.37%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
8,586
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Added 100.19%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
8,529
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2024
Added 38.82%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
8,502
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
8,450
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
8,368
shares
|
$1.16 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
8,345
shares
|
$1.16 Million
0.37% of portfolio
|
Q1 2024
Reduced 15.97%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
8,259
shares
|
$1.15 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
8,153
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2024
Reduced 49.94%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
8,123
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
8,065
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,065
shares
|
$1.12 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$1.11 Million
0.06% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
7,883
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.95%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,836
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
7,824
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
7,808
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
7,644
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2024
Added 16.7%
|