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 |
|---|---|---|---|---|---|
|
Axecap Investments, LLC
Mason, OH |
Oct 22, 2024 Q3 2024 |
7,622
shares
|
$1.06 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
7,619
shares
|
$1.06 Million
0.21% of portfolio
|
Q3 2024
Added 8365.56%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,601
shares
|
$1.06 Million
0.05% of portfolio
|
Q4 2022
Reduced 16.34%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
7,589
shares
|
$1.05 Million
0.34% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
7,448
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Added 15.92%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
7,297
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 73.0%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,240
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
7,233
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
7,176
shares
|
$997,176
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,019
shares
|
$975,360
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
6,973
shares
|
$968,968
0.03% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
6,908
shares
|
$959,935
0.26% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
6,834
shares
|
$949,652
0.49% of portfolio
|
Q3 2024
Added 88.06%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
6,827
shares
|
$948,679
0.03% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
6,820
shares
|
$947,707
0.72% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
6,754
shares
|
$938,535
0.03% of portfolio
|
Q3 2024
Reduced 16.9%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
6,716
shares
|
$933,255
0.04% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
6,702
shares
|
$931,309
0.0% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
6,688
shares
|
$929,364
0.05% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
6,600
shares
|
$917,136
0.22% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
6,599
shares
|
$916,997
0.17% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,550
shares
|
$910,188
0.02% of portfolio
|
Q3 2024
Added 28.23%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
6,545
shares
|
$909,493
0.03% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
6,513
shares
|
$905,046
0.05% of portfolio
|
Q3 2024
Added 130.63%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
6,486
shares
|
$901,294
0.05% of portfolio
|
Q3 2024
Reduced 8.17%
|