Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,409 institutions that hold shares in the stock, with a total of 623 Million shares, which have been reported (via 13F filing form) to have a value of $105 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,913
shares
|
$491,860
0.01% of portfolio
|
Q2 2020
Reduced 33.63%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
2,910
shares
|
$491,353
0.04% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
2,906
shares
|
$490,678
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
2,904
shares
|
$490,340
0.5% of portfolio
|
Q2 2025
Added 60.62%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
2,902
shares
|
$490,002
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
2,900
shares
|
$489,665
0.0% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,890
shares
|
$487,976
0.01% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
2,861
shares
|
$483,079
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,851
shares
|
$481,391
0.03% of portfolio
|
Q2 2025
Added 75.77%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2,842
shares
|
$479,871
0.01% of portfolio
|
Q2 2025
Added 18.12%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
2,833
shares
|
$478,352
0.16% of portfolio
|
Q1 2025
Added 46.56%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
2,813
shares
|
$474,975
0.15% of portfolio
|
Q2 2025
Reduced 26.97%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
2,808
shares
|
$474,130
0.02% of portfolio
|
Q2 2025
Reduced 87.72%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
2,800
shares
|
$472,780
0.24% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,767
shares
|
$467,207
0.04% of portfolio
|
Q2 2024
Reduced 16.58%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
2,757
shares
|
$465,519
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
2,753
shares
|
$464,844
0.01% of portfolio
|
Q2 2025
Reduced 29.28%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
2,731
shares
|
$461,129
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,717
shares
|
$458,765
0.04% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
2,710
shares
|
$457,583
0.02% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
2,694
shares
|
$454,881
0.03% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,694
shares
|
$454,881
0.01% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
2,684
shares
|
$453,193
0.01% of portfolio
|
Q2 2025
Reduced 23.4%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
2,673
shares
|
$451,336
0.06% of portfolio
|
Q2 2025
Added 27.47%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
2,670
shares
|
$450,829
0.03% of portfolio
|
Q2 2025
Added 1.99%
|