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 |
|---|---|---|---|---|---|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
2,488
shares
|
$420,098
0.06% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
2,486
shares
|
$419,761
0.1% of portfolio
|
Q2 2025
Added 16.66%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
2,482
shares
|
$419,085
0.02% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
2,476
shares
|
$418,072
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
2,455
shares
|
$414,526
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
B Long Financial, LLC
Memphis, TN |
Aug 13, 2025 Q2 2025 |
2,450
shares
|
$413,682
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,418
shares
|
$408,279
0.03% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
2,411
shares
|
$407,097
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
2,408
shares
|
$406,590
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,347
shares
|
$396,290
0.0% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Cambiar Investors LLC
|
Aug 05, 2025 Q2 2025 |
2,341
shares
|
$395,277
0.02% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
2,307
shares
|
$389,536
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
2,300
shares
|
$388,355
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,294
shares
|
$387,341
0.03% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
2,268
shares
|
$382,951
0.22% of portfolio
|
Q4 2023
Reduced 79.45%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
2,259
shares
|
$381,432
0.29% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,253
shares
|
$380,419
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
2,243
shares
|
$378,730
0.01% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
2,228
shares
|
$376,197
0.02% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,217
shares
|
$374,340
0.0% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
2,211
shares
|
$373,327
0.06% of portfolio
|
Q2 2025
Added 17.61%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
2,210
shares
|
$373,158
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,203
shares
|
$371,976
0.01% of portfolio
|
Q1 2024
Reduced 9.0%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
2,195
shares
|
$370,625
0.01% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
2,190
shares
|
$369,781
0.17% of portfolio
|
Q1 2025
Reduced 1.13%
|