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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
3,334
shares
|
$508,735
0.02% of portfolio
|
Q1 2025
Added 13.83%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Apr 14, 2025 Q1 2025 |
3,332
shares
|
$508,429
0.3% of portfolio
|
Q2 2023
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
3,318
shares
|
$506,293
0.43% of portfolio
|
Q1 2024
Added 4.77%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
3,306
shares
|
$504,462
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
3,299
shares
|
$503,394
0.03% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
3,278
shares
|
$500,190
0.01% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
3,250
shares
|
$495,917
0.21% of portfolio
|
Q1 2022
Reduced 13.33%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,229
shares
|
$492,713
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
3,198
shares
|
$487,982
0.04% of portfolio
|
Q4 2024
Added 26.1%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
3,126
shares
|
$476,996
0.02% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,113
shares
|
$475,012
0.02% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
3,106
shares
|
$473,944
0.12% of portfolio
|
Q1 2025
Added 23.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,090
shares
|
$471,503
0.0% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
3,086
shares
|
$470,892
0.02% of portfolio
|
Q1 2025
Reduced 23.99%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
3,077
shares
|
$469,519
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
3,075
shares
|
$469,214
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,061
shares
|
$467,077
0.05% of portfolio
|
Q4 2022
Reduced 14.28%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
3,028
shares
|
$462,042
0.04% of portfolio
|
Q1 2025
Added 13.45%
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
3,000
shares
|
$457,770
0.09% of portfolio
|
Q4 2020
New holding
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
3,000
shares
|
$457,770
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
2,975
shares
|
$453,955
0.02% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
2,972
shares
|
$453,497
0.01% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
2,959
shares
|
$451,513
0.09% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,913
shares
|
$444,494
0.01% of portfolio
|
Q2 2020
Reduced 33.63%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
2,910
shares
|
$444,036
0.04% of portfolio
|
Q3 2024
Reduced 41.31%
|