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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
7,719
shares
|
$1.15 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
7,629
shares
|
$1.14 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
7,626
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2025
Reduced 44.84%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,601
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2022
Reduced 16.34%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
7,546
shares
|
$1.13 Million
0.7% of portfolio
|
Q1 2025
Added 14.42%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
7,510
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
7,483
shares
|
$1.12 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
7,412
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
Reduced 48.45%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
May 13, 2025 Q1 2025 |
7,289
shares
|
$1.09 Million
0.26% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
7,179
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Added 43.38%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,058
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
7,022
shares
|
$1.05 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.24%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
6,993
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
6,965
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Added 22.21%
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
6,961
shares
|
$1.04 Million
0.04% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
6,958
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 73.39%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
6,920
shares
|
$1.03 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
6,902
shares
|
$1.03 Million
0.12% of portfolio
|
Q1 2025
Reduced 46.99%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,874
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.39%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
6,850
shares
|
$1.02 Million
0.17% of portfolio
|
Q1 2025
Reduced 24.13%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
6,756
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Added 61.43%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
6,732
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
6,729
shares
|
$1 Million
0.03% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
6,716
shares
|
$1 Million
0.04% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,686
shares
|
$997,350
0.04% of portfolio
|
Q4 2024
Reduced 14.68%
|