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 |
|---|---|---|---|---|---|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
2,189
shares
|
$369,612
0.14% of portfolio
|
Q2 2025
Reduced 13.99%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,183
shares
|
$368,599
0.17% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
2,173
shares
|
$366,911
0.24% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
2,167
shares
|
$365,897
0.02% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,155
shares
|
$363,871
0.02% of portfolio
|
Q4 2023
Reduced 11.86%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
2,148
shares
|
$362,689
0.0% of portfolio
|
Q2 2025
Reduced 89.47%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
2,147
shares
|
$362,520
0.01% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,147
shares
|
$362,520
0.0% of portfolio
|
Q2 2025
Reduced 94.52%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
2,137
shares
|
$360,832
0.02% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,125
shares
|
$358,806
0.0% of portfolio
|
Q2 2025
Reduced 69.09%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,121
shares
|
$358,130
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,116
shares
|
$357,286
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
2,104
shares
|
$355,260
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
2,104
shares
|
$355,260
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
2,100
shares
|
$354,585
0.02% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
2,099
shares
|
$354,416
0.07% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
2,082
shares
|
$351,545
0.09% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
2,071
shares
|
$349,688
0.02% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,067
shares
|
$349,012
0.02% of portfolio
|
Q2 2025
Reduced 40.91%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,049
shares
|
$345,973
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
2,039
shares
|
$344,285
0.09% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,034
shares
|
$343,440
0.14% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
2,013
shares
|
$339,895
0.08% of portfolio
|
Q2 2025
Reduced 42.63%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,000
shares
|
$337,700
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,000
shares
|
$337,700
0.03% of portfolio
|
Q4 2024
Reduced 5.08%
|