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 |
|---|---|---|---|---|---|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
2,210
shares
|
$337,223
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,203
shares
|
$336,155
0.01% of portfolio
|
Q1 2024
Reduced 9.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,192
shares
|
$334,477
0.05% of portfolio
|
Q1 2025
Added 24.76%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
2,190
shares
|
$334,172
0.19% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
2,183
shares
|
$333,103
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
2,182
shares
|
$332,951
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Shelton Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,173
shares
|
$331,578
0.18% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,155
shares
|
$328,831
0.02% of portfolio
|
Q4 2023
Reduced 11.86%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
2,137
shares
|
$326,084
0.01% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
2,131
shares
|
$325,169
0.1% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
2,125
shares
|
$324,253
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,121
shares
|
$323,643
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
2,120
shares
|
$323,490
0.12% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,116
shares
|
$322,880
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
2,100
shares
|
$320,439
0.08% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
2,091
shares
|
$319,065
0.06% of portfolio
|
Q1 2025
Added 42.93%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
2,088
shares
|
$318,607
0.01% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
2,080
shares
|
$317,387
0.04% of portfolio
|
Q4 2024
Reduced 38.57%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
2,079
shares
|
$317,234
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
2,076
shares
|
$316,776
0.1% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
2,074
shares
|
$316,471
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
2,071
shares
|
$316,013
0.02% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,049
shares
|
$312,656
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
2,038
shares
|
$310,978
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
2,016
shares
|
$307,621
0.01% of portfolio
|
Q1 2025
Added 5.88%
|