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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
3,226
shares
|
$448,284
0.02% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
3,197
shares
|
$444,255
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2024 Q3 2024 |
3,191
shares
|
$443,421
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
3,138
shares
|
$436,056
0.01% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
3,118
shares
|
$433,277
0.01% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
3,075
shares
|
$427,302
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,061
shares
|
$425,356
0.05% of portfolio
|
Q4 2022
Reduced 14.28%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,031
shares
|
$421,187
0.0% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
3,025
shares
|
$420,354
0.24% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
3,021
shares
|
$419,798
0.21% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Dividend Assets Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$416,880
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
3,000
shares
|
$416,880
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
2,993
shares
|
$415,907
0.02% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
2,975
shares
|
$413,406
0.01% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
2,953
shares
|
$410,348
0.01% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,913
shares
|
$404,790
0.01% of portfolio
|
Q2 2020
Reduced 33.63%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2024 Q3 2024 |
2,912
shares
|
$404,651
0.19% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
2,910
shares
|
$404,373
0.13% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
2,909
shares
|
$404,234
0.01% of portfolio
|
Q2 2024
Reduced 10.46%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
2,906
shares
|
$403,817
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
2,902
shares
|
$403,261
0.05% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
2,883
shares
|
$400,621
0.02% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,862
shares
|
$397,703
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
2,860
shares
|
$397,425
0.02% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
2,855
shares
|
$396,730
0.13% of portfolio
|
Q3 2024
Reduced 23.97%
|