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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
4,925
shares
|
$831,586
0.02% of portfolio
|
Q2 2025
Added 23.56%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
4,909
shares
|
$828,884
0.04% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
4,901
shares
|
$827,533
0.03% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
4,890
shares
|
$825,676
0.23% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
4,881
shares
|
$824,156
0.06% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
4,879
shares
|
$823,819
0.23% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
4,866
shares
|
$821,624
0.1% of portfolio
|
Q2 2025
Added 209.15%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,831
shares
|
$815,714
0.05% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
4,830
shares
|
$815,545
0.24% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
4,818
shares
|
$813,519
0.72% of portfolio
|
Q2 2022
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
4,777
shares
|
$806,596
0.1% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
4,773
shares
|
$805,921
0.22% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
4,703
shares
|
$794,101
0.02% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
4,696
shares
|
$792,919
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
4,664
shares
|
$787,516
0.06% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
4,660
shares
|
$786,841
0.04% of portfolio
|
Q2 2025
Added 26.98%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
4,636
shares
|
$782,788
0.07% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,584
shares
|
$774,008
0.01% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
4,584
shares
|
$774,008
0.08% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
4,535
shares
|
$765,734
0.1% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,528
shares
|
$764,552
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Fluent Financial, LLC
|
Jul 23, 2025 Q2 2025 |
4,510
shares
|
$761,513
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
4,496
shares
|
$759,149
0.06% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
4,493
shares
|
$758,643
0.05% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,479
shares
|
$756,279
0.02% of portfolio
|
Q2 2025
Added 3.8%
|