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 |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,183
shares
|
$164,389
0.0% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,117
shares
|
$155,218
0.01% of portfolio
|
Q2 2023
Added 0.81%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 22, 2024 Q3 2024 |
1,111
shares
|
$154,384
0.02% of portfolio
|
Q3 2024
Reduced 21.87%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
1,101
shares
|
$152,994
0.02% of portfolio
|
Q4 2021
Reduced 15.37%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,100
shares
|
$152,856
0.01% of portfolio
|
Q4 2022
Added 10.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,066
shares
|
$148,131
0.01% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
1,058
shares
|
$147,019
0.05% of portfolio
|
Q4 2022
Added 701.52%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
1,046
shares
|
$145,352
0.02% of portfolio
|
Q3 2024
Reduced 19.48%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
1,036
shares
|
$143,962
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
1,033
shares
|
$143,545
0.01% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
1,025
shares
|
$142,434
0.02% of portfolio
|
Q2 2024
Reduced 88.27%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$138,960
0.01% of portfolio
|
Q4 2023
Reduced 82.46%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
984
shares
|
$136,736
0.06% of portfolio
|
Q2 2024
Reduced 14.36%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
973
shares
|
$135,208
0.06% of portfolio
|
Q2 2021
Reduced 5.44%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
948
shares
|
$131,734
0.0% of portfolio
|
Q2 2024
Reduced 7.78%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
945
shares
|
$131,317
0.06% of portfolio
|
Q2 2022
Reduced 25.71%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
937
shares
|
$130,205
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
929
shares
|
$129,093
0.0% of portfolio
|
Q3 2023
Reduced 3.13%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
910
shares
|
$126,453
0.01% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
883
shares
|
$122,701
0.03% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
869
shares
|
$120,756
0.01% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
851
shares
|
$118,254
0.03% of portfolio
|
Q3 2024
Added 13.62%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
829
shares
|
$115,197
0.02% of portfolio
|
Q3 2024
Added 136.86%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
823
shares
|
$114,364
0.05% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
800
shares
|
$111,168
0.04% of portfolio
|
Q1 2024
Reduced 10.11%
|