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 |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,996
shares
|
$337,024
0.02% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
1,994
shares
|
$336,686
0.04% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,991
shares
|
$336,180
0.03% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,985
shares
|
$335,167
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
1,953
shares
|
$329,764
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
1,946
shares
|
$328,582
0.09% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
1,942
shares
|
$327,906
0.23% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
1,925
shares
|
$325,036
0.13% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 04, 2025 Q2 2025 |
1,913
shares
|
$323,010
0.01% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,911
shares
|
$322,672
0.02% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
1,910
shares
|
$322,503
0.09% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
1,898
shares
|
$320,477
0.01% of portfolio
|
Q2 2025
Added 19.22%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
1,897
shares
|
$320,308
0.18% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
1,896
shares
|
$320,139
0.1% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,894
shares
|
$319,801
0.01% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
1,887
shares
|
$318,619
0.18% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
1,881
shares
|
$317,606
0.07% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
1,881
shares
|
$317,606
0.0% of portfolio
|
Q2 2025
Reduced 90.12%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
1,878
shares
|
$317,100
0.14% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,876
shares
|
$316,762
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,870
shares
|
$315,749
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
1,866
shares
|
$315,074
0.01% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,865
shares
|
$314,905
0.03% of portfolio
|
Q2 2025
Added 18.19%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,839
shares
|
$310,515
0.02% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
1,836
shares
|
$310,008
0.36% of portfolio
|
Q2 2025
New holding
|