Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,155 institutions that hold shares in the stock, with a total of 548 Million shares, which have been reported (via 13F filing form) to have a value of $74.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
505
shares
|
$70,174
0.01% of portfolio
|
Q3 2024
Reduced 39.16%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
505
shares
|
$70,174
0.02% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
500
shares
|
$69,480
0.0% of portfolio
|
Q2 2024
Reduced 41.11%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$69,480
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
500
shares
|
$69,480
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
494
shares
|
$68,646
0.0% of portfolio
|
Q3 2022
Reduced 65.33%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
489
shares
|
$67,951
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
478
shares
|
$66,422
0.01% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
468
shares
|
$65,033
0.01% of portfolio
|
Q2 2024
Added 42.25%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
465
shares
|
$64,616
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
461
shares
|
$64,060
0.02% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
450
shares
|
$62,532
0.02% of portfolio
|
Q4 2020
Reduced 17.43%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
442
shares
|
$61,420
0.01% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
419
shares
|
$58,224
0.04% of portfolio
|
Q3 2024
Added 140.8%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
414
shares
|
$57,529
0.01% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
400
shares
|
$55,584
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
400
shares
|
$55,584
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
394
shares
|
$54,750
0.01% of portfolio
|
Q1 2024
Reduced 10.25%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
389
shares
|
$54,055
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
379
shares
|
$52,665
0.02% of portfolio
|
Q3 2024
Added 379.75%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
351
shares
|
$48,774
0.0% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
348
shares
|
$48,358
0.0% of portfolio
|
Q3 2019
Reduced 17.92%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
347
shares
|
$48,219
0.0% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
338
shares
|
$46,968
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
333
shares
|
$46,273
0.01% of portfolio
|
Q3 2024
New holding
|