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 |
|---|---|---|---|---|---|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
2,371
shares
|
$329,474
0.08% of portfolio
|
Q2 2024
Reduced 18.24%
|
|
|
Tuttle Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,369
shares
|
$329,196
2.94% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
2,359
shares
|
$327,806
0.02% of portfolio
|
Q3 2024
Reduced 16.47%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
2,310
shares
|
$320,997
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
2,310
shares
|
$320,997
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
2,307
shares
|
$320,580
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
2,307
shares
|
$320,580
0.04% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
2,300
shares
|
$319,608
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
2,268
shares
|
$315,161
0.22% of portfolio
|
Q4 2023
Reduced 79.45%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
2,265
shares
|
$314,744
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
2,262
shares
|
$314,327
0.08% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
2,258
shares
|
$313,771
0.08% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,253
shares
|
$313,076
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,242
shares
|
$311,548
0.02% of portfolio
|
Q3 2024
Added 10.66%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
2,220
shares
|
$308,491
0.14% of portfolio
|
Q2 2024
Reduced 26.49%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
2,217
shares
|
$308,074
0.11% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
2,215
shares
|
$307,796
0.01% of portfolio
|
Q1 2021
Added 77.2%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
2,210
shares
|
$307,101
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,203
shares
|
$306,128
0.01% of portfolio
|
Q1 2024
Reduced 9.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
2,177
shares
|
$302,515
0.08% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,170
shares
|
$301,543
0.02% of portfolio
|
Q3 2024
Added 19.03%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,156
shares
|
$299,597
0.07% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,155
shares
|
$299,458
0.02% of portfolio
|
Q4 2023
Reduced 11.86%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
2,153
shares
|
$299,180
0.15% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,149
shares
|
$298,625
0.02% of portfolio
|
Q3 2024
Reduced 32.42%
|