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 |
|---|---|---|---|---|---|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
2,906
shares
|
$443,426
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
2,894
shares
|
$441,595
0.14% of portfolio
|
Q1 2025
Reduced 31.86%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
2,850
shares
|
$434,881
0.28% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,842
shares
|
$433,660
0.01% of portfolio
|
Q4 2024
Reduced 60.75%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
2,833
shares
|
$432,287
0.19% of portfolio
|
Q1 2025
Added 46.56%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
2,832
shares
|
$432,134
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
2,796
shares
|
$426,641
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
2,787
shares
|
$425,268
0.07% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
2,784
shares
|
$424,810
0.02% of portfolio
|
Q1 2025
Added 26.83%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
2,774
shares
|
$423,284
0.01% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,767
shares
|
$422,216
0.04% of portfolio
|
Q2 2024
Reduced 16.58%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
2,766
shares
|
$422,063
0.03% of portfolio
|
Q1 2025
Added 73.31%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
2,765
shares
|
$421,911
0.25% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
2,760
shares
|
$421,148
0.02% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,743
shares
|
$418,554
0.01% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
2,682
shares
|
$409,246
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
2,675
shares
|
$408,178
0.01% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
2,666
shares
|
$406,804
0.02% of portfolio
|
Q4 2024
Reduced 59.07%
|
|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
2,665
shares
|
$406,652
0.2% of portfolio
|
Q4 2023
Reduced 7.75%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,660
shares
|
$405,889
0.0% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,659
shares
|
$405,736
0.05% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
2,652
shares
|
$404,668
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
2,645
shares
|
$403,600
0.01% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
2,638
shares
|
$402,532
0.08% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
2,623
shares
|
$400,243
0.15% of portfolio
|
Q4 2023
New holding
|