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 |
|---|---|---|---|---|---|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
6,025
shares
|
$1.02 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,021
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
5,957
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Added 24.75%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
5,925
shares
|
$1 Million
0.04% of portfolio
|
Q4 2022
Added 0.66%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
5,905
shares
|
$997,059
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
5,864
shares
|
$990,136
0.02% of portfolio
|
Q2 2025
Reduced 61.11%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
5,863
shares
|
$989,967
0.16% of portfolio
|
Q2 2025
Reduced 14.41%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
5,846
shares
|
$987,097
0.03% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
5,811
shares
|
$981,187
0.02% of portfolio
|
Q2 2025
Added 22.98%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
5,790
shares
|
$977,641
0.03% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
5,789
shares
|
$977,472
0.02% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
5,789
shares
|
$977,472
0.03% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
5,775
shares
|
$975,108
0.02% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
5,772
shares
|
$974,602
0.34% of portfolio
|
Q2 2025
Reduced 16.59%
|
|
|
Finward Bancorp
Munster, IN |
Aug 18, 2025 Q2 2025 |
5,718
shares
|
$965,484
0.69% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5,710
shares
|
$964,133
0.05% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
5,700
shares
|
$962,445
0.1% of portfolio
|
Q1 2022
Reduced 5.0%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
5,680
shares
|
$959,068
0.21% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
5,661
shares
|
$955,859
0.06% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
5,640
shares
|
$952,314
0.34% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
5,605
shares
|
$946,404
0.18% of portfolio
|
Q2 2025
Added 138.0%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
5,600
shares
|
$945,560
0.21% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,554
shares
|
$937,792
0.06% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,523
shares
|
$932,558
0.01% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
5,496
shares
|
$927,999
0.37% of portfolio
|
Q4 2022
New holding
|