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 |
|---|---|---|---|---|---|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
1,803
shares
|
$275,119
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,802
shares
|
$274,967
0.01% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
1,802
shares
|
$274,967
0.02% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
1,796
shares
|
$274,051
0.17% of portfolio
|
Q1 2025
Reduced 22.98%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
1,794
shares
|
$273,746
0.19% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
1,791
shares
|
$273,288
0.08% of portfolio
|
Q1 2025
Added 9.81%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
1,790
shares
|
$273,136
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
1,787
shares
|
$272,678
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Apr 11, 2025 Q1 2025 |
1,783
shares
|
$272,067
0.13% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
1,781
shares
|
$271,762
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
1,777
shares
|
$271,152
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
1,777
shares
|
$271,152
0.04% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
1,765
shares
|
$269,321
0.06% of portfolio
|
Q4 2024
Reduced 22.08%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
1,759
shares
|
$268,405
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,757
shares
|
$268,100
0.0% of portfolio
|
Q1 2025
Added 83.79%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
1,750
shares
|
$267,032
0.14% of portfolio
|
Q4 2024
Reduced 46.56%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
1,746
shares
|
$266,422
0.06% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,741
shares
|
$265,659
0.05% of portfolio
|
Q4 2024
Reduced 26.57%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
1,717
shares
|
$261,997
0.02% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
1,715
shares
|
$261,691
0.03% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
1,714
shares
|
$261,539
0.01% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,700
shares
|
$259,403
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,700
shares
|
$259,403
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
1,699
shares
|
$259,250
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,698
shares
|
$259,097
0.01% of portfolio
|
Q1 2025
Reduced 9.92%
|