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 $76.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
3,962
shares
|
$550,559
0.2% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
3,953
shares
|
$549,308
0.01% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
3,906
shares
|
$542,777
0.02% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,861
shares
|
$536,524
0.01% of portfolio
|
Q3 2024
Added 27.85%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,844
shares
|
$534,162
0.04% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
3,831
shares
|
$532,355
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
3,813
shares
|
$529,854
0.03% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
3,800
shares
|
$528,048
0.07% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,771
shares
|
$524,018
0.04% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
3,764
shares
|
$523,045
0.04% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,760
shares
|
$522,489
0.12% of portfolio
|
Q2 2024
Added 13.6%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
3,758
shares
|
$522,211
0.12% of portfolio
|
Q3 2024
Added 42.78%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
3,749
shares
|
$520,961
0.09% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
3,676
shares
|
$510,816
0.11% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,668
shares
|
$509,705
0.01% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,663
shares
|
$509,010
0.0% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
3,617
shares
|
$502,618
0.02% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,610
shares
|
$501,645
0.02% of portfolio
|
Q3 2024
Added 53.68%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
3,604
shares
|
$500,811
0.16% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
3,575
shares
|
$496,782
0.28% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,565
shares
|
$495,392
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,540
shares
|
$491,918
0.0% of portfolio
|
Q3 2022
Added 8.52%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
3,531
shares
|
$490,667
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,523
shares
|
$489,556
0.01% of portfolio
|
Q2 2024
Added 44.21%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
3,522
shares
|
$489,417
0.03% of portfolio
|
Q2 2024
Reduced 15.4%
|