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 |
|---|---|---|---|---|---|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
13,061
shares
|
$2.21 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
13,058
shares
|
$2.2 Million
0.03% of portfolio
|
Q2 2025
Added 14.77%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
13,053
shares
|
$2.2 Million
0.06% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
13,040
shares
|
$2.2 Million
0.55% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
12,892
shares
|
$2.18 Million
0.14% of portfolio
|
Q2 2025
Reduced 22.82%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
12,547
shares
|
$2.12 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
|
$2.12 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
12,435
shares
|
$2.1 Million
0.01% of portfolio
|
Q2 2025
Added 26.97%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
12,340
shares
|
$2.08 Million
0.12% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
12,296
shares
|
$2.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.64%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
12,156
shares
|
$2.05 Million
0.64% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,905
shares
|
$2.01 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
11,904
shares
|
$2.01 Million
0.1% of portfolio
|
Q2 2025
Added 25.62%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
11,874
shares
|
$2 Million
0.04% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
11,752
shares
|
$1.98 Million
0.22% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
11,705
shares
|
$1.98 Million
0.03% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
11,674
shares
|
$1.97 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
11,655
shares
|
$1.97 Million
0.05% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
11,501
shares
|
$1.94 Million
0.02% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Aug 05, 2025 Q2 2025 |
11,496
shares
|
$1.94 Million
1.97% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
11,437
shares
|
$1.93 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
11,425
shares
|
$1.93 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
11,425
shares
|
$1.93 Million
0.25% of portfolio
|
Q4 2023
Added 2.56%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
11,404
shares
|
$1.93 Million
0.21% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
11,368
shares
|
$1.92 Million
0.03% of portfolio
|
Q2 2025
Added 5.63%
|