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 |
|---|---|---|---|---|---|
|
C2 C Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
2,000
shares
|
$305,180
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,000
shares
|
$305,180
0.03% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
2,000
shares
|
$305,180
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,988
shares
|
$303,348
0.02% of portfolio
|
Q1 2025
Reduced 47.41%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
1,979
shares
|
$301,975
0.1% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
1,969
shares
|
$300,449
0.0% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
1,961
shares
|
$299,228
0.03% of portfolio
|
Q3 2024
Reduced 12.18%
|
|
|
Bridge Creek Capital Management LLC
|
Apr 10, 2025 Q1 2025 |
1,953
shares
|
$298,008
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
1,935
shares
|
$295,261
0.22% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,932
shares
|
$294,803
0.0% of portfolio
|
Q4 2024
Added 19.48%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
1,931
shares
|
$294,651
0.01% of portfolio
|
Q1 2025
Added 25.31%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,927
shares
|
$294,040
0.05% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
1,919
shares
|
$292,820
0.12% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,911
shares
|
$291,599
0.02% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
1,893
shares
|
$288,852
0.03% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
1,887
shares
|
$287,937
0.18% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
1,885
shares
|
$287,632
0.11% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
1,880
shares
|
$286,869
0.06% of portfolio
|
Q1 2025
Reduced 17.18%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,876
shares
|
$286,258
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
1,862
shares
|
$284,122
0.01% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1,859
shares
|
$283,664
0.07% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
1,858
shares
|
$283,512
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,844
shares
|
$281,375
0.03% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
1,814
shares
|
$276,798
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
1,811
shares
|
$276,340
0.01% of portfolio
|
Q4 2024
Added 5.17%
|