Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,358 institutions that hold shares in the stock, with a total of 583 Million shares, which have been reported (via 13F filing form) to have a value of $87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gam Holding Ag
|
Apr 22, 2025 Q1 2025 |
11,136
shares
|
$1.66 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
11,136
shares
|
$1.66 Million
0.2% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
11,077
shares
|
$1.65 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
11,003
shares
|
$1.64 Million
0.09% of portfolio
|
Q1 2025
Added 19.52%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
11,003
shares
|
$1.64 Million
0.09% of portfolio
|
Q1 2025
Added 341.0%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
10,901
shares
|
$1.63 Million
0.01% of portfolio
|
Q1 2025
Reduced 32.45%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
10,838
shares
|
$1.62 Million
0.67% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
10,823
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2022
Added 12.63%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
10,788
shares
|
$1.61 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
10,784
shares
|
$1.61 Million
0.19% of portfolio
|
Q1 2025
Added 23.5%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
10,766
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Reduced 36.43%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
10,762
shares
|
$1.61 Million
0.03% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,761
shares
|
$1.61 Million
0.03% of portfolio
|
Q4 2023
Added 3.93%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
10,700
shares
|
$1.6 Million
0.07% of portfolio
|
Q3 2023
Reduced 20.15%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
10,687
shares
|
$1.59 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
10,643
shares
|
$1.59 Million
0.12% of portfolio
|
Q4 2024
Added 284.78%
|
|
|
Lgt Fund Management CO Ltd.
|
May 13, 2025 Q1 2025 |
10,470
shares
|
$1.56 Million
0.15% of portfolio
|
Q1 2025
Reduced 14.55%
|
|
|
Dorsey Wright & Associates
|
May 06, 2025 Q1 2025 |
10,455
shares
|
$1.56 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
10,366
shares
|
$1.55 Million
0.02% of portfolio
|
Q1 2025
Reduced 30.72%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
10,361
shares
|
$1.55 Million
0.55% of portfolio
|
Q1 2025
Added 1219.87%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
10,248
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
10,234
shares
|
$1.53 Million
0.12% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
10,225
shares
|
$1.53 Million
0.13% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
10,199
shares
|
$1.52 Million
0.05% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
10,195
shares
|
$1.52 Million
0.14% of portfolio
|
Q4 2022
Added 4.57%
|