Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,287 institutions that hold shares in the stock, with a total of 576 Million shares, which have been reported (via 13F filing form) to have a value of $87.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
3,571
shares
|
$544,898
0.04% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,565
shares
|
$543,983
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,540
shares
|
$540,168
0.0% of portfolio
|
Q3 2022
Added 8.52%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
3,527
shares
|
$538,184
0.03% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,523
shares
|
$537,574
0.01% of portfolio
|
Q2 2024
Added 44.21%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
3,522
shares
|
$537,421
0.04% of portfolio
|
Q2 2024
Reduced 15.4%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
3,504
shares
|
$534,675
0.02% of portfolio
|
Q1 2025
Added 71.34%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
3,504
shares
|
$534,675
0.27% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
3,500
shares
|
$534,065
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,486
shares
|
$531,928
0.01% of portfolio
|
Q4 2024
Reduced 17.3%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,484
shares
|
$531,623
0.16% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
3,482
shares
|
$531,318
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
3,461
shares
|
$528,113
0.02% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
3,457
shares
|
$527,503
0.06% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
3,451
shares
|
$526,588
0.0% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
3,447
shares
|
$525,977
0.16% of portfolio
|
Q1 2025
Reduced 12.09%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
3,444
shares
|
$525,519
0.08% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
3,428
shares
|
$523,078
0.02% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
3,427
shares
|
$522,925
0.03% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
3,422
shares
|
$522,162
0.33% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,406
shares
|
$519,721
0.17% of portfolio
|
Q2 2022
Reduced 3.84%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
3,368
shares
|
$513,923
0.01% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
3,366
shares
|
$513,617
0.11% of portfolio
|
Q1 2025
Reduced 49.02%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
3,346
shares
|
$510,566
0.06% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
3,338
shares
|
$509,345
0.09% of portfolio
|
Q1 2025
Reduced 2.34%
|