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 |
|---|---|---|---|---|---|
|
American Assets Investment Management, LLC
|
Aug 05, 2025 Q2 2025 |
10,000
shares
|
$1.69 Million
0.13% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$1.69 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
9,985
shares
|
$1.69 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Aug 14, 2025 Q2 2025 |
9,983
shares
|
$1.69 Million
0.04% of portfolio
|
Q2 2025
Reduced 92.16%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Aug 13, 2025 Q2 2025 |
9,885
shares
|
$1.67 Million
1.28% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,777
shares
|
$1.65 Million
0.05% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
9,739
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
9,721
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
9,719
shares
|
$1.64 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
9,709
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Added 92.87%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
9,702
shares
|
$1.64 Million
0.05% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
9,691
shares
|
$1.64 Million
0.05% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2025 Q2 2025 |
9,686
shares
|
$1.64 Million
0.14% of portfolio
|
Q2 2025
Added 1057.23%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
9,685
shares
|
$1.64 Million
0.63% of portfolio
|
Q1 2025
Added 40.06%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
9,529
shares
|
$1.61 Million
0.49% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
9,504
shares
|
$1.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
9,451
shares
|
$1.6 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
9,429
shares
|
$1.59 Million
0.51% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
9,421
shares
|
$1.59 Million
0.12% of portfolio
|
Q2 2025
Added 18.03%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
9,417
shares
|
$1.59 Million
0.36% of portfolio
|
Q2 2025
Added 146.71%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
9,363
shares
|
$1.58 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
American Assets Capital Advisers, LLC
|
Aug 06, 2025 Q2 2025 |
9,346
shares
|
$1.58 Million
1.56% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
9,342
shares
|
$1.58 Million
0.04% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
9,256
shares
|
$1.56 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Hbk Investments L P
Dallas, TX |
Aug 13, 2025 Q2 2025 |
9,244
shares
|
$1.56 Million
0.04% of portfolio
|
Q2 2025
New holding
|