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 |
|---|---|---|---|---|---|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
3,889
shares
|
$656,657
0.01% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
3,861
shares
|
$651,929
0.05% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,860
shares
|
$651,761
0.02% of portfolio
|
Q2 2025
Added 39.2%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
3,846
shares
|
$649,397
0.04% of portfolio
|
Q2 2025
Added 22.95%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
3,841
shares
|
$648,552
0.01% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
3,828
shares
|
$646,357
0.01% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
3,823
shares
|
$645,513
0.02% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
3,788
shares
|
$639,603
0.01% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
3,781
shares
|
$638,421
0.12% of portfolio
|
Q2 2025
Added 55.59%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
3,715
shares
|
$627,277
0.23% of portfolio
|
Q2 2025
Reduced 14.3%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
3,711
shares
|
$626,602
0.26% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
3,710
shares
|
$626,433
0.03% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
3,694
shares
|
$623,731
0.24% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,625
shares
|
$612,081
0.0% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,625
shares
|
$612,081
0.05% of portfolio
|
Q2 2025
Reduced 73.87%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,609
shares
|
$609,379
0.03% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
3,594
shares
|
$606,846
0.12% of portfolio
|
Q2 2025
Added 15.71%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
3,582
shares
|
$604,820
0.12% of portfolio
|
Q1 2025
Added 48.14%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
3,566
shares
|
$602,119
0.2% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,565
shares
|
$601,950
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,561
shares
|
$601,274
0.02% of portfolio
|
Q2 2025
Added 45.7%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,540
shares
|
$597,729
0.0% of portfolio
|
Q3 2022
Added 8.52%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,523
shares
|
$594,858
0.01% of portfolio
|
Q2 2024
Added 44.21%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
3,522
shares
|
$594,689
0.04% of portfolio
|
Q2 2024
Reduced 15.4%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,507
shares
|
$592,156
0.0% of portfolio
|
Q2 2025
Added 13.83%
|