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 |
|---|---|---|---|---|---|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
3,500
shares
|
$590,975
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
3,500
shares
|
$590,975
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,484
shares
|
$588,273
0.16% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
3,482
shares
|
$587,935
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
3,469
shares
|
$585,740
0.05% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
3,459
shares
|
$584,052
0.08% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
3,447
shares
|
$582,025
0.1% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
3,443
shares
|
$581,350
0.13% of portfolio
|
Q2 2025
Added 46.32%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,406
shares
|
$575,103
0.17% of portfolio
|
Q2 2022
Reduced 3.84%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,389
shares
|
$572,232
0.02% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
3,388
shares
|
$572,063
0.16% of portfolio
|
Q2 2025
Added 26.32%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,383
shares
|
$571,219
0.0% of portfolio
|
Q2 2025
Reduced 20.53%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
3,367
shares
|
$568,517
0.02% of portfolio
|
Q2 2025
Added 37.2%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
3,357
shares
|
$566,829
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
3,345
shares
|
$564,803
0.04% of portfolio
|
Q2 2025
Added 14.2%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
3,334
shares
|
$562,945
0.09% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
3,332
shares
|
$562,608
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
3,331
shares
|
$562,439
0.02% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
3,325
shares
|
$561,426
0.03% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
3,324
shares
|
$561,257
0.27% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
3,318
shares
|
$560,244
0.35% of portfolio
|
Q1 2024
Added 4.77%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
3,296
shares
|
$556,529
0.02% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
3,289
shares
|
$555,347
0.04% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
3,279
shares
|
$553,659
0.02% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
3,278
shares
|
$553,490
0.01% of portfolio
|
Q4 2024
Added 17.41%
|