Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,227 institutions that hold shares in the stock, with a total of 591 Million shares, which have been reported (via 13F filing form) to have a value of $88.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
3,461
shares
|
$519,046
0.02% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
3,457
shares
|
$518,446
0.04% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
3,452
shares
|
$517,696
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
3,451
shares
|
$517,546
0.0% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
3,444
shares
|
$516,496
0.08% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
3,427
shares
|
$513,947
0.03% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
3,418
shares
|
$512,597
0.07% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,406
shares
|
$510,797
0.17% of portfolio
|
Q2 2022
Reduced 3.84%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
3,368
shares
|
$505,098
0.01% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
3,365
shares
|
$504,649
0.22% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jan 16, 2025 Q4 2024 |
3,332
shares
|
$499,700
0.26% of portfolio
|
Q2 2023
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
3,318
shares
|
$497,600
0.31% of portfolio
|
Q1 2024
Added 4.77%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
3,299
shares
|
$494,751
0.03% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
3,278
shares
|
$491,601
0.01% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
3,277
shares
|
$491,451
0.02% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
3,250
shares
|
$487,402
0.16% of portfolio
|
Q1 2022
Reduced 13.33%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,229
shares
|
$484,253
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
3,198
shares
|
$479,604
0.04% of portfolio
|
Q4 2024
Added 26.1%
|
|
|
Tuttle Capital Management, LLC
|
Jan 13, 2025 Q4 2024 |
3,193
shares
|
$478,854
4.19% of portfolio
|
Q4 2024
Added 34.78%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
3,186
shares
|
$477,804
0.08% of portfolio
|
Q4 2024
Reduced 16.16%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,113
shares
|
$466,856
0.02% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
3,106
shares
|
$465,806
0.02% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
3,103
shares
|
$465,356
0.04% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,090
shares
|
$463,407
0.0% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
3,077
shares
|
$461,457
0.26% of portfolio
|
Q4 2024
New holding
|