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 |
|---|---|---|---|---|---|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
2,665
shares
|
$449,985
0.19% of portfolio
|
Q4 2023
Reduced 7.75%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,659
shares
|
$448,972
0.06% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jul 29, 2025 Q2 2025 |
2,652
shares
|
$447,790
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
2,638
shares
|
$445,426
0.09% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,631
shares
|
$444,244
0.01% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
2,629
shares
|
$443,906
0.01% of portfolio
|
Q2 2025
Added 23.72%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
2,624
shares
|
$443,062
0.1% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
2,616
shares
|
$441,711
0.03% of portfolio
|
Q2 2025
Reduced 67.97%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
2,612
shares
|
$441,036
0.15% of portfolio
|
Q2 2025
Reduced 41.53%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,612
shares
|
$441,036
0.05% of portfolio
|
Q2 2025
Added 24.92%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
2,593
shares
|
$437,828
0.01% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
2,582
shares
|
$435,970
0.01% of portfolio
|
Q2 2025
Reduced 13.12%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
2,578
shares
|
$435,295
0.11% of portfolio
|
Q2 2025
Added 18.09%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
2,576
shares
|
$434,957
0.03% of portfolio
|
Q2 2025
Reduced 16.66%
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
2,568
shares
|
$433,606
0.04% of portfolio
|
Q2 2025
Reduced 75.47%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
2,567
shares
|
$433,437
0.03% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
2,536
shares
|
$428,203
0.03% of portfolio
|
Q2 2025
Reduced 54.35%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
2,535
shares
|
$428,034
0.0% of portfolio
|
Q2 2025
Reduced 33.29%
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
2,527
shares
|
$426,683
0.14% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
2,524
shares
|
$426,177
0.03% of portfolio
|
Q2 2025
Added 21.7%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
2,524
shares
|
$426,177
0.11% of portfolio
|
Q4 2024
Added 39.14%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
2,515
shares
|
$424,657
0.15% of portfolio
|
Q2 2025
Reduced 41.78%
|
|
|
Corient Ia LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$422,125
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,494
shares
|
$421,111
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
2,490
shares
|
$420,436
0.23% of portfolio
|
Q2 2025
Reduced 12.63%
|