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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
4,437
shares
|
$677,041
0.05% of portfolio
|
Q1 2025
Added 14.18%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
4,427
shares
|
$675,515
0.11% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
4,406
shares
|
$672,311
0.05% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
4,397
shares
|
$670,938
0.03% of portfolio
|
Q4 2022
Reduced 1.12%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
4,387
shares
|
$669,412
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
4,335
shares
|
$661,477
0.29% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Tuttle Capital Management, LLC
|
Apr 17, 2025 Q1 2025 |
4,321
shares
|
$659,341
5.08% of portfolio
|
Q1 2025
Added 35.33%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Apr 24, 2025 Q1 2025 |
4,320
shares
|
$659,188
0.28% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
4,319
shares
|
$659,036
0.06% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,315
shares
|
$658,425
0.02% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
4,315
shares
|
$658,425
0.02% of portfolio
|
Q4 2024
Added 74.27%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
4,296
shares
|
$655,526
0.01% of portfolio
|
Q4 2024
Reduced 49.97%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
4,290
shares
|
$654,611
0.03% of portfolio
|
Q4 2024
Added 27.45%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
4,275
shares
|
$652,322
0.15% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,240
shares
|
$646,981
0.03% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
4,223
shares
|
$644,387
0.02% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
4,216
shares
|
$643,319
0.52% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
4,172
shares
|
$636,605
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
4,168
shares
|
$635,995
0.01% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
4,157
shares
|
$634,316
0.0% of portfolio
|
Q4 2024
Added 18.91%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
4,116
shares
|
$628,060
0.07% of portfolio
|
Q3 2024
Reduced 19.95%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
4,095
shares
|
$624,856
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
4,047
shares
|
$617,531
0.04% of portfolio
|
Q4 2024
Reduced 99.21%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
4,033
shares
|
$615,395
0.02% of portfolio
|
Q4 2024
Reduced 54.69%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,027
shares
|
$614,479
0.14% of portfolio
|
Q4 2024
Added 7.1%
|