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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,935
shares
|
$753,031
0.01% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
4,894
shares
|
$746,775
0.05% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
4,889
shares
|
$746,012
0.26% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
4,871
shares
|
$743,265
0.22% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
4,856
shares
|
$740,977
0.23% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
4,842
shares
|
$738,840
0.04% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
4,818
shares
|
$735,178
0.72% of portfolio
|
Q2 2022
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
4,775
shares
|
$728,617
0.0% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
4,774
shares
|
$728,464
0.27% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
4,714
shares
|
$719,309
0.02% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
4,694
shares
|
$716,257
0.07% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
4,661
shares
|
$711,221
0.11% of portfolio
|
Q1 2025
Added 61.11%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
4,652
shares
|
$709,848
0.38% of portfolio
|
Q3 2024
Reduced 20.14%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
4,636
shares
|
$707,407
0.0% of portfolio
|
Q4 2024
Reduced 58.76%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,584
shares
|
$699,472
0.01% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
4,584
shares
|
$699,472
0.08% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Qtron Investments LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
4,543
shares
|
$693,216
0.08% of portfolio
|
Q3 2024
Reduced 43.91%
|
|
|
Carmel Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
4,540
shares
|
$692,758
0.24% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
4,538
shares
|
$692,453
0.03% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,528
shares
|
$690,927
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
4,522
shares
|
$690,011
0.13% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
4,521
shares
|
$689,859
0.07% of portfolio
|
Q1 2025
Added 23.22%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,509
shares
|
$688,028
0.01% of portfolio
|
Q4 2024
Added 36.8%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
4,495
shares
|
$685,892
0.01% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
4,457
shares
|
$680,093
0.03% of portfolio
|
Q3 2023
Added 0.07%
|