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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
6,765
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Reduced 81.74%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
6,716
shares
|
$1.13 Million
0.17% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
6,716
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
6,713
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
6,631
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
6,573
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
6,516
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
6,500
shares
|
$1.1 Million
1.65% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
6,465
shares
|
$1.09 Million
0.22% of portfolio
|
Q1 2024
Reduced 7.18%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,451
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
6,422
shares
|
$1.08 Million
0.26% of portfolio
|
Q2 2024
Reduced 14.7%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
6,421
shares
|
$1.08 Million
0.17% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
6,413
shares
|
$1.08 Million
0.05% of portfolio
|
Q4 2024
Added 33.24%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
6,395
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
6,346
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
6,270
shares
|
$1.06 Million
0.79% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
6,248
shares
|
$1.05 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
6,228
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2025
Added 296.94%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
6,202
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Added 20.54%
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
6,167
shares
|
$1.04 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
6,167
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2025
Reduced 82.98%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
6,138
shares
|
$1.04 Million
0.52% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
6,122
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
6,105
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
6,093
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Added 202.23%
|