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 $76.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
5,703
shares
|
$788,040
0.0% of portfolio
|
Q3 2024
Added 162.81%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
5,700
shares
|
$787,626
0.1% of portfolio
|
Q1 2022
Reduced 5.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
5,688
shares
|
$785,967
0.01% of portfolio
|
Q3 2024
Added 182.14%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
5,595
shares
|
$773,117
0.01% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
5,545
shares
|
$766,208
0.03% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
5,525
shares
|
$763,444
0.02% of portfolio
|
Q3 2024
Added 43.13%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
5,524
shares
|
$763,306
0.02% of portfolio
|
Q3 2024
Added 166.09%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
5,500
shares
|
$759,990
0.03% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
5,496
shares
|
$759,437
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
5,471
shares
|
$755,982
0.4% of portfolio
|
Q3 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
5,459
shares
|
$754,324
0.01% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,446
shares
|
$752,528
0.01% of portfolio
|
Q3 2024
Added 73.0%
|
|
|
Sara Bay Financial
|
Oct 07, 2024 Q3 2024 |
5,352
shares
|
$739,539
0.25% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,352
shares
|
$739,539
0.01% of portfolio
|
Q3 2022
Added 68.09%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
5,344
shares
|
$738,433
0.35% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,315
shares
|
$734,426
0.01% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
5,298
shares
|
$732,077
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
5,296
shares
|
$731,801
0.15% of portfolio
|
Q4 2022
Reduced 23.19%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
5,233
shares
|
$723,095
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
5,219
shares
|
$721,161
0.04% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
5,164
shares
|
$713,561
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
5,144
shares
|
$710,797
0.21% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
5,131
shares
|
$709,001
0.05% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
5,127
shares
|
$708,448
0.31% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
5,105
shares
|
$705,408
0.16% of portfolio
|
Q3 2024
New holding
|