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 |
|---|---|---|---|---|---|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
11,172
shares
|
$1.89 Million
0.03% of portfolio
|
Q4 2022
Reduced 9.85%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
11,130
shares
|
$1.88 Million
0.05% of portfolio
|
Q2 2025
Added 247.81%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
11,014
shares
|
$1.86 Million
0.75% of portfolio
|
Q2 2025
Reduced 13.36%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
10,871
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
10,823
shares
|
$1.83 Million
0.01% of portfolio
|
Q1 2022
Added 12.63%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,761
shares
|
$1.82 Million
0.03% of portfolio
|
Q4 2023
Added 3.93%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
10,742
shares
|
$1.81 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
10,703
shares
|
$1.81 Million
0.07% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
10,687
shares
|
$1.8 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
10,609
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
10,538
shares
|
$1.78 Million
0.61% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
10,376
shares
|
$1.75 Million
0.18% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Aug 01, 2025 Q2 2025 |
10,346
shares
|
$1.75 Million
0.15% of portfolio
|
Q2 2025
Added 10.27%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Aug 08, 2025 Q2 2025 |
10,327
shares
|
$1.74 Million
0.03% of portfolio
|
Q1 2024
Reduced 78.89%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
10,299
shares
|
$1.74 Million
0.03% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
10,264
shares
|
$1.73 Million
0.03% of portfolio
|
Q2 2025
Added 107.98%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
10,234
shares
|
$1.73 Million
0.12% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
10,199
shares
|
$1.72 Million
0.05% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
10,195
shares
|
$1.72 Million
0.14% of portfolio
|
Q4 2022
Added 4.57%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
10,195
shares
|
$1.72 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
10,074
shares
|
$1.7 Million
1.45% of portfolio
|
Q2 2025
Reduced 13.44%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
10,024
shares
|
$1.69 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
10,017
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
10,010
shares
|
$1.69 Million
0.14% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Dorsey Wright & Associates
|
Aug 11, 2025 Q2 2025 |
10,006
shares
|
$1.69 Million
0.37% of portfolio
|
Q2 2025
Reduced 4.29%
|