Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,155 institutions that hold shares in the stock, with a total of 548 Million shares, which have been reported (via 13F filing form) to have a value of $76.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Motco
|
Nov 05, 2024 Q3 2024 |
1,961
shares
|
$272,500
0.03% of portfolio
|
Q3 2024
Reduced 12.18%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
1,959
shares
|
$272,222
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bridge Creek Capital Management LLC
|
Oct 07, 2024 Q3 2024 |
1,953
shares
|
$271,388
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
1,917
shares
|
$266,386
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
1,915
shares
|
$266,108
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,909
shares
|
$265,274
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
1,888
shares
|
$262,356
0.02% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
1,883
shares
|
$261,661
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,876
shares
|
$260,688
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
1,858
shares
|
$258,187
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
1,842
shares
|
$255,964
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
1,838
shares
|
$255,408
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
1,822
shares
|
$253,185
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,814
shares
|
$252,073
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,798
shares
|
$249,850
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,790
shares
|
$248,738
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
1,789
shares
|
$248,599
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
1,781
shares
|
$247,487
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
1,777
shares
|
$246,931
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
1,776
shares
|
$246,792
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
1,774
shares
|
$246,515
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,757
shares
|
$244,152
0.03% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
1,757
shares
|
$244,152
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Investment Advisers LLC
|
Oct 10, 2024 Q3 2024 |
1,754
shares
|
$243,735
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
1,751
shares
|
$243,318
0.02% of portfolio
|
Q3 2024
New holding
|