Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,287 institutions that hold shares in the stock, with a total of 576 Million shares, which have been reported (via 13F filing form) to have a value of $87.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
5,536
shares
|
$844,738
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Feb 14, 2025 Q4 2024 |
5,513
shares
|
$841,228
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
5,496
shares
|
$838,634
0.38% of portfolio
|
Q4 2022
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
5,494
shares
|
$838,329
0.03% of portfolio
|
Q1 2025
Added 165.15%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
5,494
shares
|
$838,329
0.04% of portfolio
|
Q4 2024
Added 23.6%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
5,471
shares
|
$834,819
0.4% of portfolio
|
Q3 2022
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
5,455
shares
|
$832,378
0.44% of portfolio
|
Q1 2025
Added 12.57%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5,441
shares
|
$830,242
0.02% of portfolio
|
Q1 2025
Added 18.75%
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
5,359
shares
|
$817,729
0.02% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
5,356
shares
|
$817,272
0.34% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,352
shares
|
$816,661
0.01% of portfolio
|
Q3 2022
Added 68.09%
|
|
|
Sara Bay Financial
|
Apr 11, 2025 Q1 2025 |
5,329
shares
|
$813,152
0.36% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
5,296
shares
|
$808,116
0.15% of portfolio
|
Q4 2022
Reduced 23.19%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
5,217
shares
|
$796,062
0.06% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
5,209
shares
|
$794,841
0.02% of portfolio
|
Q1 2025
Added 46.82%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
5,189
shares
|
$791,789
0.18% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
5,164
shares
|
$787,974
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,145
shares
|
$785,075
0.02% of portfolio
|
Q1 2025
Added 19.43%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,089
shares
|
$776,530
0.02% of portfolio
|
Q4 2024
Reduced 22.31%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,065
shares
|
$772,868
0.01% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,060
shares
|
$772,105
0.43% of portfolio
|
Q4 2023
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
5,034
shares
|
$768,138
0.01% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
4,988
shares
|
$761,118
0.11% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
4,949
shares
|
$755,167
0.0% of portfolio
|
Q4 2024
Reduced 78.99%
|
|
|
Pine Bridge Investments, L.P.
|
Feb 14, 2025 Q4 2024 |
4,938
shares
|
$753,489
0.0% of portfolio
|
Q4 2024
New holding
|