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 |
|---|---|---|---|---|---|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
9,117
shares
|
$1.36 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
9,105
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
9,062
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
9,049
shares
|
$1.35 Million
0.64% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
8,991
shares
|
$1.34 Million
0.05% of portfolio
|
Q1 2025
Added 43.26%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
8,928
shares
|
$1.33 Million
0.02% of portfolio
|
Q1 2025
Added 50.71%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
8,917
shares
|
$1.33 Million
0.02% of portfolio
|
Q1 2025
Added 34.25%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
8,822
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
8,818
shares
|
$1.32 Million
0.03% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
8,717
shares
|
$1.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
May 08, 2025 Q1 2025 |
8,579
shares
|
$1.28 Million
1.25% of portfolio
|
Q1 2025
Added 33.38%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
8,575
shares
|
$1.28 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
8,552
shares
|
$1.28 Million
0.03% of portfolio
|
Q1 2025
Added 99.07%
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
8,465
shares
|
$1.26 Million
0.09% of portfolio
|
Q1 2025
Reduced 37.38%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
8,404
shares
|
$1.25 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
8,379
shares
|
$1.25 Million
0.06% of portfolio
|
Q1 2025
Added 16.04%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
8,345
shares
|
$1.24 Million
0.37% of portfolio
|
Q1 2024
Reduced 15.97%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
8,296
shares
|
$1.24 Million
0.28% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
8,165
shares
|
$1.22 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
8,159
shares
|
$1.22 Million
0.08% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
7,982
shares
|
$1.19 Million
0.11% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
7,898
shares
|
$1.18 Million
0.03% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
7,808
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
7,796
shares
|
$1.16 Million
0.99% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
7,723
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.41%
|