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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
4,466
shares
|
$754,084
0.03% of portfolio
|
Q2 2025
Added 86.71%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,436
shares
|
$749,018
0.02% of portfolio
|
Q2 2025
Reduced 15.02%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
4,407
shares
|
$744,121
0.01% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
4,399
shares
|
$742,771
0.0% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
4,397
shares
|
$742,433
0.03% of portfolio
|
Q4 2022
Reduced 1.12%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
4,392
shares
|
$741,589
0.05% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
4,313
shares
|
$728,250
0.01% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
4,267
shares
|
$720,482
0.05% of portfolio
|
Q2 2025
Added 15.36%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
4,252
shares
|
$717,950
0.4% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,240
shares
|
$715,924
0.03% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,231
shares
|
$714,404
0.0% of portfolio
|
Q2 2025
Added 15.07%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
4,190
shares
|
$707,481
0.13% of portfolio
|
Q2 2025
Reduced 19.25%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
4,171
shares
|
$704,273
0.49% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
4,127
shares
|
$696,843
0.0% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
4,114
shares
|
$694,648
0.01% of portfolio
|
Q2 2025
Added 37.87%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
4,076
shares
|
$688,232
0.08% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
4,049
shares
|
$683,673
0.27% of portfolio
|
Q2 2025
Added 96.65%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
4,041
shares
|
$682,322
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
4,017
shares
|
$678,270
0.01% of portfolio
|
Q2 2025
Reduced 53.03%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
4,006
shares
|
$676,413
0.01% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,977
shares
|
$671,516
0.02% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
3,962
shares
|
$668,983
0.22% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
3,922
shares
|
$662,229
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
3,913
shares
|
$660,710
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
3,911
shares
|
$660,372
0.13% of portfolio
|
Q2 2025
Reduced 8.51%
|