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 |
|---|---|---|---|---|---|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
5,471
shares
|
$923,778
0.4% of portfolio
|
Q3 2022
New holding
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
5,470
shares
|
$923,609
0.01% of portfolio
|
Q2 2025
Reduced 15.29%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
5,394
shares
|
$910,776
0.01% of portfolio
|
Q2 2025
Reduced 22.48%
|
|
|
Fulcrum Capital LLC
|
Jul 24, 2025 Q2 2025 |
5,382
shares
|
$908,750
0.18% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,376
shares
|
$907,737
0.11% of portfolio
|
Q1 2025
Added 18.34%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
5,365
shares
|
$905,880
0.02% of portfolio
|
Q2 2025
Added 27.04%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
5,364
shares
|
$905,711
0.4% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,352
shares
|
$903,685
0.01% of portfolio
|
Q3 2022
Added 68.09%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
5,305
shares
|
$895,749
0.04% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
5,296
shares
|
$894,229
0.15% of portfolio
|
Q4 2022
Reduced 23.19%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
5,288
shares
|
$892,878
0.11% of portfolio
|
Q2 2025
Added 141.24%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
5,272
shares
|
$890,177
0.37% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
5,261
shares
|
$888,319
0.35% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,234
shares
|
$883,760
0.38% of portfolio
|
Q2 2025
Reduced 47.53%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
5,225
shares
|
$882,241
0.22% of portfolio
|
Q2 2025
Reduced 17.3%
|
|
|
M&G PLC
London, X0 |
Aug 08, 2025 Q2 2025 |
5,181
shares
|
$874,811
0.0% of portfolio
|
Q2 2025
Added 106.91%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
5,169
shares
|
$872,785
0.04% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
5,164
shares
|
$871,941
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
5,154
shares
|
$870,252
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Sara Bay Financial
|
Jul 15, 2025 Q2 2025 |
5,146
shares
|
$868,902
0.3% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
5,071
shares
|
$856,238
0.07% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,060
shares
|
$854,381
0.52% of portfolio
|
Q4 2023
New holding
|
|
|
Morangie Management LLC
New York, NY |
Jul 16, 2025 Q2 2025 |
5,017
shares
|
$847,120
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
4,994
shares
|
$843,236
0.09% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Tuttle Capital Management, LLC
|
Jul 28, 2025 Q2 2025 |
4,969
shares
|
$839,015
5.3% of portfolio
|
Q2 2025
Added 15.0%
|