Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,227 institutions that hold shares in the stock, with a total of 591 Million shares, which have been reported (via 13F filing form) to have a value of $88.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
2,455
shares
|
$368,176
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
2,455
shares
|
$368,176
0.03% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
2,450
shares
|
$367,426
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
2,449
shares
|
$367,276
0.02% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Cambiar Investors LLC
|
Jan 29, 2025 Q4 2024 |
2,438
shares
|
$365,626
0.01% of portfolio
|
Q1 2024
Reduced 38.59%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
2,429
shares
|
$364,277
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
2,418
shares
|
$362,627
0.08% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Feb 13, 2025 Q4 2024 |
2,414
shares
|
$362,027
0.06% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Atom Investors LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
2,409
shares
|
$361,277
0.04% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
2,406
shares
|
$360,827
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Feb 12, 2025 Q4 2024 |
2,394
shares
|
$359,028
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
2,362
shares
|
$354,229
0.11% of portfolio
|
Q4 2024
Added 40.68%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
2,357
shares
|
$353,479
0.01% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
2,352
shares
|
$352,729
0.23% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,348
shares
|
$352,129
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
2,332
shares
|
$349,730
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
2,329
shares
|
$349,280
0.01% of portfolio
|
Q4 2024
Reduced 16.04%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
2,321
shares
|
$348,080
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
2,307
shares
|
$345,980
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
2,307
shares
|
$345,980
0.03% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
2,300
shares
|
$344,931
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
2,287
shares
|
$342,981
0.01% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
2,271
shares
|
$340,581
0.09% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
2,270
shares
|
$340,431
0.06% of portfolio
|
Q4 2024
Added 41.34%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
2,268
shares
|
$340,131
0.22% of portfolio
|
Q4 2023
Reduced 79.45%
|