Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,155 institutions that hold shares in the stock, with a total of 548 Million shares, which have been reported (via 13F filing form) to have a value of $76.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
2,611
shares
|
$362,824
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
2,603
shares
|
$361,712
0.02% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
2,600
shares
|
$361,296
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,588
shares
|
$359,628
0.09% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
2,555
shares
|
$355,042
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
2,536
shares
|
$352,402
0.03% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
2,530
shares
|
$351,568
0.03% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2,527
shares
|
$351,151
0.03% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
2,525
shares
|
$350,874
0.15% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,502
shares
|
$347,677
0.26% of portfolio
|
Q2 2024
Reduced 10.71%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
2,500
shares
|
$347,400
0.05% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
2,476
shares
|
$344,064
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
2,474
shares
|
$343,787
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
2,474
shares
|
$343,787
0.05% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
2,455
shares
|
$341,146
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
2,444
shares
|
$339,618
0.02% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Cambiar Investors LLC
|
Oct 28, 2024 Q3 2024 |
2,438
shares
|
$338,784
0.01% of portfolio
|
Q1 2024
Reduced 38.59%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
2,433
shares
|
$338,089
0.05% of portfolio
|
Q3 2024
Added 21.23%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,432
shares
|
$337,950
0.0% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
2,418
shares
|
$336,005
0.09% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
2,414
shares
|
$335,449
0.03% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
2,406
shares
|
$334,337
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
2,402
shares
|
$333,781
0.0% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
2,389
shares
|
$331,975
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
2,389
shares
|
$331,975
0.08% of portfolio
|
Q1 2024
Reduced 29.51%
|