Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,226 institutions that hold shares in the stock, with a total of 589 Million shares, which have been reported (via 13F filing form) to have a value of $88.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
1,500
shares
|
$224,955
0.03% of portfolio
|
Q2 2019
Added 50.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,463
shares
|
$219,406
0.04% of portfolio
|
Q4 2024
Reduced 32.8%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
1,459
shares
|
$218,806
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
1,448
shares
|
$217,156
0.16% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,437
shares
|
$215,506
0.02% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,427
shares
|
$214,007
0.01% of portfolio
|
Q4 2024
Added 61.98%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
1,379
shares
|
$206,808
0.02% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,363
shares
|
$204,409
0.01% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,356
shares
|
$203,359
0.01% of portfolio
|
Q3 2022
Added 2.26%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
1,339
shares
|
$200,809
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 28, 2025 Q4 2024 |
1,307
shares
|
$196,010
0.02% of portfolio
|
Q4 2024
Added 17.64%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,231
shares
|
$184,613
0.04% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,227
shares
|
$184,013
0.02% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,200
shares
|
$179,964
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,200
shares
|
$179,964
0.01% of portfolio
|
Q3 2024
Added 41.18%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,152
shares
|
$172,765
0.0% of portfolio
|
Q4 2024
Added 1087.63%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,117
shares
|
$167,516
0.01% of portfolio
|
Q2 2023
Added 0.81%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
1,101
shares
|
$165,116
0.02% of portfolio
|
Q4 2021
Reduced 15.37%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,100
shares
|
$164,967
0.01% of portfolio
|
Q4 2022
Added 10.0%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,058
shares
|
$158,668
0.05% of portfolio
|
Q4 2022
Added 701.52%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
1,046
shares
|
$156,868
0.02% of portfolio
|
Q3 2024
Reduced 19.48%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,039
shares
|
$155,818
0.01% of portfolio
|
Q4 2024
Added 100.58%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,029
shares
|
$154,319
0.02% of portfolio
|
Q4 2024
Reduced 35.36%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,024
shares
|
$153,569
0.02% of portfolio
|
Q4 2024
Added 3203.23%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,020
shares
|
$152,969
0.01% of portfolio
|
Q4 2024
Reduced 1.26%
|