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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
2,618
shares
|
$399,480
0.03% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
2,616
shares
|
$399,175
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,613
shares
|
$398,717
0.03% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
2,600
shares
|
$396,734
0.09% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
2,593
shares
|
$395,665
0.03% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
2,559
shares
|
$390,477
0.03% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,557
shares
|
$390,172
0.01% of portfolio
|
Q4 2024
Added 48.75%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
2,555
shares
|
$389,867
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
2,530
shares
|
$386,052
0.02% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,524
shares
|
$385,137
0.08% of portfolio
|
Q4 2024
Added 39.14%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
2,509
shares
|
$382,848
0.01% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
2,500
shares
|
$381,475
0.05% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Retireful, LLC
|
Apr 10, 2025 Q1 2025 |
2,498
shares
|
$381,169
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
2,495
shares
|
$380,712
0.01% of portfolio
|
Q4 2024
Reduced 81.95%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
2,479
shares
|
$378,270
0.05% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
2,477
shares
|
$377,965
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
2,476
shares
|
$377,812
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
2,455
shares
|
$374,608
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
2,454
shares
|
$374,455
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
2,450
shares
|
$373,845
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
2,449
shares
|
$373,692
0.02% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Cambiar Investors LLC
|
Jan 29, 2025 Q4 2024 |
2,438
shares
|
$372,014
0.01% of portfolio
|
Q1 2024
Reduced 38.59%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
2,429
shares
|
$370,641
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
2,423
shares
|
$369,725
0.14% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,418
shares
|
$368,962
0.03% of portfolio
|
Q1 2025
Reduced 1.51%
|