Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,278 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 $87.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
1,689
shares
|
$255,849
0.02% of portfolio
|
Q1 2025
Reduced 29.12%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
1,662
shares
|
$251,759
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
1,655
shares
|
$250,699
0.1% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
M&G PLC
London, X0 |
Feb 11, 2025 Q4 2024 |
1,655
shares
|
$250,699
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
1,649
shares
|
$249,790
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
1,641
shares
|
$248,578
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Apr 21, 2025 Q1 2025 |
1,630
shares
|
$246,912
0.03% of portfolio
|
Q1 2025
Added 24.71%
|
|
|
Gateway Investment Advisers LLC
|
Apr 11, 2025 Q1 2025 |
1,608
shares
|
$243,579
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
1,607
shares
|
$243,428
0.1% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,605
shares
|
$243,125
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
1,600
shares
|
$242,367
0.04% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
1,599
shares
|
$242,216
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
1,592
shares
|
$241,156
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
1,588
shares
|
$240,550
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Apr 23, 2025 Q1 2025 |
1,580
shares
|
$239,338
0.09% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,574
shares
|
$238,429
0.04% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,570
shares
|
$237,823
0.06% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Apr 23, 2025 Q1 2025 |
1,552
shares
|
$235,096
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
1,551
shares
|
$234,945
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
1,527
shares
|
$231,309
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
1,526
shares
|
$231,158
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
1,522
shares
|
$230,552
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Community Trust & Investment CO
|
Apr 17, 2025 Q1 2025 |
1,520
shares
|
$230,249
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,519
shares
|
$230,098
0.01% of portfolio
|
Q2 2024
Reduced 55.02%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
1,509
shares
|
$228,583
0.06% of portfolio
|
Q1 2025
New holding
|