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 |
|---|---|---|---|---|---|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
1,500
shares
|
$227,219
0.03% of portfolio
|
Q2 2019
Added 50.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
1,500
shares
|
$227,219
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
1,499
shares
|
$227,068
0.02% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
1,496
shares
|
$226,614
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
1,495
shares
|
$226,462
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
1,494
shares
|
$226,311
0.23% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
1,485
shares
|
$224,947
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
1,477
shares
|
$223,735
0.01% of portfolio
|
Q1 2025
Reduced 37.34%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
1,476
shares
|
$223,584
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
1,472
shares
|
$222,978
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,459
shares
|
$221,009
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
1,459
shares
|
$221,009
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
1,448
shares
|
$219,343
0.16% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
1,443
shares
|
$218,585
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,437
shares
|
$217,676
0.02% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
1,430
shares
|
$216,616
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,427
shares
|
$216,161
0.01% of portfolio
|
Q4 2024
Added 61.98%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
1,427
shares
|
$216,161
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,416
shares
|
$214,495
0.01% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,400
shares
|
$212,072
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
1,394
shares
|
$211,163
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,388
shares
|
$210,254
0.02% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,381
shares
|
$209,193
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
1,370
shares
|
$207,527
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,356
shares
|
$205,406
0.01% of portfolio
|
Q3 2022
Added 2.26%
|