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 |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
6,468
shares
|
$898,793
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
6,465
shares
|
$898,376
0.22% of portfolio
|
Q1 2024
Reduced 7.18%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,460
shares
|
$897,681
0.04% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
6,422
shares
|
$892,401
0.26% of portfolio
|
Q2 2024
Reduced 14.7%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
6,408
shares
|
$890,455
0.2% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
6,387
shares
|
$887,537
0.01% of portfolio
|
Q3 2024
Reduced 90.75%
|
|
|
Fulcrum Capital LLC
|
Oct 22, 2024 Q3 2024 |
6,368
shares
|
$884,897
0.18% of portfolio
|
Q3 2024
Reduced 10.16%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
6,337
shares
|
$880,589
0.53% of portfolio
|
Q3 2024
Added 1231.3%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
6,270
shares
|
$871,279
0.37% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
6,266
shares
|
$870,723
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,246
shares
|
$867,944
0.03% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
6,187
shares
|
$859,745
0.14% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
6,148
shares
|
$854,326
0.01% of portfolio
|
Q3 2024
Reduced 25.65%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
6,138
shares
|
$852,936
0.46% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
6,075
shares
|
$844,182
0.4% of portfolio
|
Q1 2024
Reduced 1.22%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
6,043
shares
|
$839,735
0.02% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
5,997
shares
|
$833,343
0.42% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,956
shares
|
$827,645
0.01% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,934
shares
|
$824,588
0.01% of portfolio
|
Q4 2022
Added 16.26%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
5,925
shares
|
$823,338
0.04% of portfolio
|
Q4 2022
Added 0.66%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
5,917
shares
|
$822,226
0.17% of portfolio
|
Q3 2024
Added 13.46%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
5,861
shares
|
$814,444
0.03% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
5,857
shares
|
$813,888
0.01% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,835
shares
|
$810,831
0.05% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
5,778
shares
|
$802,910
0.01% of portfolio
|
Q3 2024
Reduced 72.75%
|