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 |
|---|---|---|---|---|---|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
10,195
shares
|
$1.52 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
10,183
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
10,152
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
10,136
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.92%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
10,119
shares
|
$1.51 Million
0.55% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
10,109
shares
|
$1.51 Million
0.11% of portfolio
|
Q1 2025
Added 45.98%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
10,104
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
10,017
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
10,000
shares
|
$1.49 Million
0.14% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,975
shares
|
$1.49 Million
0.77% of portfolio
|
Q1 2025
Added 500.18%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
9,807
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
9,794
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
9,722
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,715
shares
|
$1.45 Million
0.12% of portfolio
|
Q1 2025
Reduced 26.16%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
9,685
shares
|
$1.44 Million
0.65% of portfolio
|
Q1 2025
Added 40.06%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
9,622
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Added 94.42%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
9,536
shares
|
$1.42 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Jeppson Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
9,523
shares
|
$1.42 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,509
shares
|
$1.42 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
9,478
shares
|
$1.41 Million
0.05% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
9,476
shares
|
$1.41 Million
0.09% of portfolio
|
Q1 2025
Reduced 22.47%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
9,393
shares
|
$1.4 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
May 09, 2025 Q1 2025 |
9,382
shares
|
$1.4 Million
0.17% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
American Assets Capital Advisers, LLC
|
May 08, 2025 Q1 2025 |
9,346
shares
|
$1.39 Million
0.67% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
9,237
shares
|
$1.38 Million
0.06% of portfolio
|
Q1 2025
Added 43.92%
|