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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
7,864
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Added 16.82%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
7,808
shares
|
$1.32 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
7,748
shares
|
$1.31 Million
0.07% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
7,732
shares
|
$1.31 Million
0.04% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
7,724
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
7,683
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Added 10.31%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
7,679
shares
|
$1.3 Million
0.46% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,601
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2022
Reduced 16.34%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
7,535
shares
|
$1.27 Million
0.41% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
7,339
shares
|
$1.24 Million
0.13% of portfolio
|
Q2 2025
Added 13.36%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
7,303
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
Added 29.9%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
7,289
shares
|
$1.23 Million
0.26% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
7,137
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2025
Added 37.01%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
7,074
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
7,044
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
7,035
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
7,019
shares
|
$1.19 Million
0.86% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
6,960
shares
|
$1.18 Million
0.59% of portfolio
|
Q2 2025
Added 135.93%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
6,934
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Added 26.21%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
6,919
shares
|
$1.17 Million
0.15% of portfolio
|
Q2 2025
Added 17.71%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,919
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
Added 20.23%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
6,907
shares
|
$1.17 Million
0.12% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
6,886
shares
|
$1.16 Million
0.05% of portfolio
|
Q2 2025
Reduced 79.62%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
6,824
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 46.44%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
6,767
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
New holding
|