Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,283 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 |
|---|---|---|---|---|---|
|
Atom Investors LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
2,409
shares
|
$367,589
0.04% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
2,406
shares
|
$367,131
0.01% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
2,406
shares
|
$367,131
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
2,400
shares
|
$366,216
0.01% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Feb 12, 2025 Q4 2024 |
2,394
shares
|
$365,300
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
2,392
shares
|
$364,995
0.02% of portfolio
|
Q1 2025
Reduced 31.64%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
2,362
shares
|
$360,417
0.11% of portfolio
|
Q4 2024
Added 40.68%
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
2,355
shares
|
$359,349
0.08% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,348
shares
|
$358,281
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
2,331
shares
|
$355,687
0.01% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
2,329
shares
|
$355,382
0.01% of portfolio
|
Q4 2024
Reduced 16.04%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
2,321
shares
|
$354,161
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
2,319
shares
|
$353,856
0.03% of portfolio
|
Q1 2025
Reduced 23.52%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
2,316
shares
|
$353,398
0.01% of portfolio
|
Q1 2025
Added 19.88%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
2,307
shares
|
$352,025
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
2,307
shares
|
$352,025
0.03% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
2,300
shares
|
$350,957
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
2,296
shares
|
$350,346
0.0% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
2,287
shares
|
$348,973
0.01% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
2,268
shares
|
$346,074
0.22% of portfolio
|
Q4 2023
Reduced 79.45%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,253
shares
|
$343,785
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
2,250
shares
|
$343,327
0.18% of portfolio
|
Q4 2024
Reduced 13.46%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
2,250
shares
|
$343,327
0.33% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
2,245
shares
|
$342,564
0.0% of portfolio
|
Q4 2024
Added 28.65%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,242
shares
|
$342,106
0.0% of portfolio
|
Q4 2024
Added 28.41%
|